We’re coming together to better serve you and your clients. It’s more than a name change, it’s an opportunity for us to enhance your business with:
- Increased collaboration.
- Recognition awards for all lines of business.
- Enhanced services.
- Special marketing opportunities.
Next Steps:
We’ll be reaching out and helping you through this transition. We have a plan and team in place to assist you in making updates to your collateral and getting items submitted to compliance.
Right now, keep doing business as usual and we’ll send updates in the upcoming days, weeks and months. We have staffed-up in anticipation of this. As part of the transformation, we look forward to having our reps and advisers develop new, stronger relationships with our Strategic Marketing and Communications teammates, as well as other key talent across the organization. You can count on seeing some new faces in the future.
We look forward to providing more comprehensive solutions and better collaboration with our CreativeOne Securities and CreativeOne Wealth financial professionals.