Technology is a vital part of business at Shoemaker Financial. We believe that the right technology can be an invaluable tool for a Financial Planner to help their clients’ achieve their financial dreams and goals.
Shoemaker provides each advisor with the necessary tools to start a successful career. We offer a variety of software support, from illustration software to assist with a client meeting, to a full featured client management system to help each advisor stay in contact with their clients.
Our knowledgeable, dedicated staff is committed to the success of every one of our advisors. Training is available in a variety of formats, from online seminars to one-on-one personalized training sessions. We offer customized training resources for our new advisors starting out, as well as continuing education training for those advisors who have been in business for a few years.