MP Staff Resources
Training and Education Resources
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 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
Operations
Spreadsheets and Comparisons
Full Compliance Illustrations
After you’ve completed the form, Cornerstone will be notified and upon approval, you will have access.
Marketing and Media
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, 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.
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.
Marketing Resources
Partnerships
In the meantime, check out our recent posts.
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
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.
6 steps to reinvent your advisory practice for the modern age
How do you reinvent your advisory practice in a fast-paced industry? In this 7-part blog series, Mike Cozart, Cornerstone Financial Network managing partner, answers pressing questions facing financial advisors.