Trust Is the Investment: Inside Shoemaker Financial's Client-First Culture
Update: 2025-07-23
Description
Jeremy Jones believes financial advising isn't just about portfolios—it's about people. In this episode, he shares the heart behind Shoemaker Financial's client-first philosophy, the legacy of its founder Jim Shoemaker, and why trust matters more than any product. With Kera Cooper offering the banking partner's perspective, you'll discover how strong relationships and a people-first culture have kept this Memphis-based firm growing for over 40 years.
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