Contact Director of Education Iris Shepard at iris.shepard@cornerstonefn.com for info on a training plan

Contact Director of Education Iris Shepard at iris.shepard@cornerstonefn.com 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:

  • "Life Insurance: More than a Death Benefit.​": Premiered on May 15th.
    • In case you missed it you can view the recording here.
  • Our next webinar is on Thursday, June 20th at 11am CT.
    • This will be a live training session with Doug Bowden from Symetra who will be providing advanced strategies for advisors.
    • To register for our webinars please subscribe to our newsletter by clicking here

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.

Spring Session in Progress.  Next Session starts Summer of 2024

Spreadsheets and Comparisons

 

Full Compliance Illustrations

Ebix WinFlex
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.

Envestnet MoneyGuide
Click the picture to the left to view more info for Envestnet MoneyGuide.

Marketing and Media

Jerome Kremers

Jerome Kremers, Vice President of Media and Technology

Jerome Kremers has a deep passion for media and technology. He holds a Bachelor of Arts in Media Communication from the University of Arkansas - Fort Smith, with a minor in studio art, and Jerome serves as the Vice President of Media and Technology at Cornerstone Financial Network, where he plays a pivotal part in the strategic growth and measurement of quality of the company.  Before stepping into the world of finance, Jerome spent six years as a photojournalist, covering news across Arkansas, some notable excursions include his coverage on the 500-year Arkansas River flood, the Coronavirus epidemic, and the George Floyd protests. This experience in the field of media provided him with a deep understanding of storytelling and the power of visual communication.  Jerome shares his life with a wonderful wife and daughter, who he adores, and when not immersed in the worlds of finance and technology, Jerome enjoys spending time with them creating games and exploring the NWA area. He's an avid creator of art in various mediums including film, charcoal, digital art, and when given the chance, letter-pressing.

Kyle Dillard

Kyle Dillard, Web Developer

As the Web Developer for Cornerstone Financial Network, Kyle is passionate about developing robust and scalable websites. He enjoys expanding his knowledge and following the advancement of technology's progress, with special interest in web development and databases. He collaborates closely with departments across CFN, closely monitoring multiple projects from illustration to completion. He is always eager to stay updated with the latest trends and technologies in the software industry.  While not writing software, he also loves hiking, playing board games, and making good salsa.

Zach Mitchell

Zachary Mitchell, Social Media Manager

Zach Mitchell plays a multifaceted role within CFN's media department, assuming the pivotal positions of technical director, video editor, and social media manager. His responsibilities extend across departments, as he works in close collaboration with all teams to ensure the creation of exceptionally professional and top-tier content. Before joining CFN, Zach demonstrated his videography skills as the videographer for the Missouri Southern State University Lions' football team, capturing practices, games, and producing highlight videos.

Julio Bonilla

Julio Bonilla, IT Manager

Julio is an IT professional with a passion for technology and cybersecurity. Holding a Bachelor of Science in Computer Science from the University of Arkansas, he has honed his skills in programming, mathematics, and cybersecurity. His concentration in cybersecurity equips him to safeguard digital assets and ensure seamless technology infrastructure. In his role at Cornerstone Financial Network (CFN), Julio plays a pivotal part in the company’s success from enabling efficient communication, swiftly resolving technical issues, and maintaining a robust technology ecosystem.When not immersed in code, Julio enjoys physical pursuits. Whether lifting weights, cycling on warm days, or hiking the picturesque trails of Northwest Arkansas (NWA), he finds solace in the great outdoors. His love for music leads him to attend EDM concerts and festivals, always with ear protection—a testament to his practical approach. Julio also relishes computer games with online friends and card games with close companions. His dream? To explore different countries across the world and to own his own business where he can develop his skills as a full-stack developer, project manager, and cybersecurity officer.

Marketing Resources

Partnerships

Hoopis
The American College
Leading You Forward Soon

In the meantime, check out our recent posts.

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.

Getting Started With Cornerstone

Events in May 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
April 29, 2024
April 30, 2024(1 event)

Guests in the Studio

April 30, 2024

May 1, 2024
May 2, 2024
May 3, 2024
May 4, 2024
May 5, 2024
May 6, 2024
May 7, 2024
May 8, 2024(1 event)

Guests in the Studio

May 8, 2024

May 9, 2024
May 10, 2024
May 11, 2024
May 12, 2024
May 13, 2024
May 14, 2024
May 15, 2024(1 event)

May Webinar

May 15, 2024

May 16, 2024
May 17, 2024
May 18, 2024
May 19, 2024
May 20, 2024
May 21, 2024(1 event)

Together Financial Collective Leadership Team Meeting

May 21, 2024

May 22, 2024
May 23, 2024
May 24, 2024
May 25, 2024
May 26, 2024
May 27, 2024
May 28, 2024
May 29, 2024(1 event)

CFN University Education Board of Director's Meeting

May 29, 2024

May 30, 2024
May 31, 2024
June 1, 2024
June 2, 2024

Managing Partner Resources