CreativeOne Celebrates 40 Years of Innovation and Client Success in the Financial Services Industry
Empowering advisors nationwide with cutting-edge solutions and lasting partnerships since 1984
OVERLAND PARK, KANSAS, Nov. 20, 2024—CreativeOne, a leading independent marketing organization (IMO) serving financial advisors nationwide, proudly marks 40 years of empowering advisors and shaping the future of financial services. Since its founding in 1984, CreativeOne has been at the forefront of innovation, pioneering industry-leading products and services while building lasting relationships with its advisors.
A Legacy of Innovation and Relationships
Founded as a life insurance and product-consulting organization, CreativeOne quickly expanded to become a full-service life brokerage agency. In 1998, the company transformed the industry by pioneering the first indexed annuity product, revolutionizing retirement planning for advisors and their clients.
“Our success throughout the past 40 years is due not only to our ability to innovate but also to the relationships we’ve built with our advisors,” said Mike Miller, CEO, President and Partner of CreativeOne. “We take the time to truly understand their businesses, provide best-in-class service, and develop strong personal connections. Our advisors know when they work with us, they’re getting a team that genuinely cares about their success.”
This personalized approach is central to the CreativeOne experience. The company prides itself on offering advisors more than just marketing and financial solutions—advisors gain a trusted partner dedicated to helping them grow their businesses while navigating industry changes.
Looking to the Future
CreativeOne’s ability to evolve has been essential to its longevity. In 2007, the company launched its own in-house marketing agency, providing financial advisors with the strategic tools they need to grow their reach. MediaOne, its full-service media production studio, followed in 2015, to help advisors create videos, podcasts, radio shows, and TV shows.
Additionally, CreativeOne launched its in-house broker-dealer, CreativeOne Securities, in 2010, and its corporate Registered Investment Advisor (RIA), CreativeOne Wealth, in 2016. Today, CreativeOne stands out in the industry with a comprehensive service offering that includes an IMO, broker-dealer, corporate RIA, and full-service marketing agency all under one roof.
“We’ve built our success on innovation and relationships,” said Mark Krueger, Chief Sales Officer of CreativeOne. “Our ability to adapt, anticipate industry changes, and build meaningful relationships with advisors has kept us competitive. We’re ready to continue leading the charge for the next 40 years.”
Celebrating 40 Years of Success
To commemorate this milestone, CreativeOne hosted an employee celebration. It has also launched a new testimonial page on its website, www.creativeone.com/testimonials, where clients can share their experiences, and prospective advisors can learn the many ways CreativeOne is different.
“We want to thank our clients for their trust and partnership,” added Perry Boles, Chief Marketing Officer of CreativeOne. “Our success is a testament to their continued support, and we look forward to working together to shape the future of the financial services industry.”
About CreativeOne
CreativeOne, a leading independent marketing organization (IMO), has been empowering the financial services industry since 1984. With a full suite of services that includes marketing, media production, financial solutions, annuities, life insurance, securities, and wealth management, we provide innovative support designed to strengthen practices and drive success. Our commitment to personalized service, seamless integration, and industry leadership has helped thousands thrive in a changing landscape. Join a community built on integrity and vision. Discover more at www.creativeone.com.
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