TERMS & CONDITIONS

These Terms and Conditions (“Terms”) govern your use of successforadvisors.com (the “Site”) and any services offered by Success for Advisors LLC (“Success For Advisors,” “we,” “us,” or “our”), including coaching, workshops, training, virtual events, keynote speaking, digital resources, and the Human Connection Score™ assessment (together, the “Services”). By using the Site or purchasing the Services, you agree to these Terms.

1. Our Services

We provide education, training, coaching, and speaking focused on communication for financial professionals. Descriptions of Services on the Site are summaries. The specific scope, dates, and deliverables of any paid engagement are set out in your order, invoice, proposal, or written agreement with us.

2. Educational Purposes Only

Our Services are educational and communication-focused. We do not provide investment, financial, tax, legal, insurance, or compliance advice. Nothing on the Site or in our Services is a recommendation to buy or sell any security or product.

3. Your Compliance Responsibilities

If you are a financial professional, you are solely responsible for making sure your use of any language, scripts, frameworks, or materials from us complies with all laws, regulations, and the rules and policies of your firm, broker-dealer, regulator, and any other governing body, including review and approval by your compliance department where required. We do not guarantee that any material meets the regulatory requirements that apply to you.

4. No Guarantee of Results

We do not guarantee any particular outcome. Results depend on many factors, including your market, effort, experience, and implementation. Examples, case studies, and testimonials on the Site, including references to client assets won, referral increases, or revenue growth, describe individual experiences. They are not typical and do not guarantee that you will achieve similar results.

5. Payments, Credits, and Refunds

• Fees. You agree to pay the fees stated at the time of purchase or in your agreement. Prices may change at any time, but changes do not affect completed purchases.
• One-Hour Session Credit. The fee for the “3 Simple Sentences to Win Your Ideal Clients” one-hour session is credited toward Private Advisor Coaching if you sign a coaching agreement within 30 days of your session. The credit has no cash value, is not transferable, and is not available after 30 days.
• Coaching. Coaching fees are billed as described in your coaching agreement.
• No refunds. All sales are final. We do not offer refunds for any Services, including sessions, coaching, workshops, training, and digital resources, whether or not you attend or use them.
• Speaking engagements. Keynotes, workshops, and events are governed by a separate speaking agreement that sets the fee, travel terms, deposit, and cancellation terms.

6. Scheduling and Attendance

If you miss a scheduled call or session without reasonable notice, we may treat it as delivered or ask you to rebook. We may reschedule a session due to illness, travel disruption, or circumstances outside our control.

7. Intellectual Property

All content on the Site and in our Services, including the Human Connection System™, Human Connection Score™, Words Equal Wealth™, Clarify, Connect, and Convert frameworks, scripts, videos, guides, worksheets, slides, and text, is owned by us or our licensors and is protected by copyright, trademark, and other laws.

You may use our materials for your own internal business use. You may not copy, resell, redistribute, publicly post, record, or create derivative works from our materials, or teach our frameworks to others as your own, without our written permission.

8. Recording

You may not record, livestream, or distribute any call, session, workshop, or event unless we give you written permission. We may record sessions for quality, training, or promotional purposes, and will let you know in advance where required.

9. Testimonials and Your Submissions

If you send us a testimonial, review, or other content, you give us a non-exclusive, royalty-free right to use it, with your name and company, on the Site and in our marketing. You confirm that what you submit is truthful and that you have the right to share it.

10. Acceptable Use

You agree not to misuse the Site, including by attempting to gain unauthorized access, interfering with its operation, scraping it, or using it for unlawful purposes.

11. Third-Party Services and Links

The Site may rely on or link to third-party services such as scheduling, payment, email, and video platforms. We are not responsible for their content, availability, or practices. Your use of them is subject to their own terms.

12. Disclaimer of Warranties

The Site and Services are provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement.

13. Limitation of Liability

To the fullest extent permitted by law, we are not liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, or lost business opportunities, arising from your use of the Site or Services. Our total liability for any claim is limited to the amount you paid us for the Services giving rise to the claim in the 12 months before the claim arose.

14. Indemnification

You agree to indemnify and hold us harmless from claims, damages, and expenses (including reasonable attorneys’ fees) arising from your misuse of the Site or Services, your violation of these Terms, or your violation of any law or regulation, including regulatory or compliance requirements that apply to you.

15. Governing Law and Disputes

These Terms are governed by the laws of the State of Texas, without regard to conflict of law rules. Any dispute will be brought exclusively in the state or federal courts located in [COUNTY], Texas, and you consent to that jurisdiction. [OPTIONAL: Add an arbitration clause if your attorney recommends one.]

16. Changes to These Terms

We may update these Terms from time to time. The “Effective Date” shows when they were last changed. Continued use of the Site or Services after changes means you accept the updated Terms.

17. Severability and Entire Agreement

If any part of these Terms is found unenforceable, the rest remains in effect. These Terms, together with any written agreement we sign with you, are the entire agreement between us regarding the Site and Services.

18. Contact Us