In the meantime, check out our recent posts.

Embracing humanity in an automated world

Embracing humanity in an automated world

So many parts of life can be automated if you prefer them to be. By embracing humanity—by leaning into the human connection between client and advisor—your financial practice will be a breath of fresh air for people lost in the shuffle of an automated world. How do...

Understanding the market

Understanding the market

Providing best-in-class care for your clients is about more than having the fanciest tools. It’s about being in tune with the climate of the industry to know how to serve your clients best. That professionalism starts with understanding the market.

Spreadsheets and Comparisons


Full Compliance Illustrations

When registering for Winflex Web, click the picture to the left, and make sure to enter Cornerstone Brokerage Services as the Company Name.

After you’ve completed the form, Cornerstone will be notified and upon approval, you will have access.

Getting Started With Cornerstone


Contact Director of Education Iris Shepard at for info on a training plan

Contact Director of Education Iris Shepard at for info on resources

Cornerstone Financial Network University

Our mission at Cornerstone Financial Network University is to foster the continuous professional development and education of our advisors. We are dedicated to providing the essential knowledge, skills, and resources so that advisors are able to serve clients competently and with integrity, delivering comprehensive and personalized financial guidance.   

Upcoming Webinars:

  • "Introducing CFN University": Premiered November 15th
    • If you missed this webinar, look for a link in the December newsletter.
  • "Maximizing CFN Support": Premieres December 13 @11am

Upcoming Courses:

"Marketing for Experienced Advisors:" A four month course highlighting the tremendous impact marketing has on building a successful practice and increasing revenue. The course will feature HOOPIS videos, books by Cotton and Carson, CFN marketing materials, and bi-monthly zoom meetings. 


November Session in Progress. Next Session starts January 2024

Broker Resources