Shoemaker Offers Independence with Support

We feature unique options designed specifically to help you build a better business. Shoemaker clearly stands out in several key areas.

Independent

Benefits: limited/none for you and your employees

Expenses include: rent, franchisee fees, association fees, and compliance supervision fees

Payouts up to 90%

Personnel hired at own expense

Advisor equity

Must create own marketing materials

Pay for own contact management system

Technology support at own expense

Limited recognition

No niche marketing available

Partner with CPAs & attorneys on your own

Independent platform: open architecture, fee based, insurance, or investment specific

No succession planning

Full spectrum of investment advisory platforms

DBA permitted

No ongoing training

Potentially no local identity

Clearing services

Industry designations on your own

Limited advanced strategies resources available

Independent at Shoemaker

Subsidized Benefits: 401(k), Medical, Dental, Vision, FICA Match, Deferred Compensation, Paid Disability, Group Long Term Care, Errors & Omission

Firm provides: office space, franchise fees, association fees, and compliance supervision fees

Payouts between 30% and 83%*

In-House office support: New Business Dept, Estate Planning Attorney, Marketing Dept, Investment Advisory Dept, Financial Planning Dept and Group Benefits Dept

Advisor equity Firm Alignment and Rewards (FAR)

Pre-approved marketing campaigns and turnkey materials

Client contact management system provided

Valuable technology and remote IT support

Recognition: sales conventions, leaders conferences, subsidized MDRT membership

Niche marketing materials with the assistance of an in-house marketing team

CPA and attorney alliance program

Independent platform: open architecture, fee based, insurance, or investment specific

Succession planning Transition Incentive Agreement (TIA)

Full spectrum of investment advisory platforms

DBA permitted

Training including advanced programs and practice development/management

Local identity: Memphis, Nashville, Pulaski, Savannah, TN; Newburgh, South Bend and Muncie, IN; Charleston, SC

Clearing services through Pershing

Tuition reimbursement for certain industry-specific designations (i.e., CFP, CLU, ChFC, AIF)

Advanced planning team at Shoemaker Financial with CPAs and attorneys at no cost

*Payouts are dependent upon production.