$100 per month

By purchasing this Coaching Program, you agree to the following terms.  If you do not agree with any of the terms, do not purchase this Coaching Program.    

  1. Payment.  Payment amount and terms are as stated on the website.  No refunds are available, unless stated otherwise on the website. 
  2. Limited License.  To the extent the Coaching Program includes access to online training materials, archived video recordings, access to materials via email or other support materials (“Materials”), The Intentional Advisor hereby grants you a limited, non-exclusive, non-transferable, single party license to print or save a copy of the materials or access the materials online, but only for your own personal use with your financial advisory clients (“License”).  You are not permitted to give any other person a hard copy or an electronic copy or access to an online copy of the Materials or post any of the Materials to, or summarize the Materials on, any social media or internet site.  You may view, download, print, email and use these materials for your own use with your clients, but you shall not modify, republish, upload, post, transmit, sell, sublicense, create derivative works, exploit or distribute in any manner or medium any material from the Course.  You are authorized to add any required compliance disclosures to the bottom of the Materials, if required. 
  3. License is Non-transferable. The License is granted specifically to you.  You are not authorized to transfer this License or rights under this License to any other person.  Each person who accesses the Materials must sign up for his or her own individual license.
  4. Delivery of Materials.  Where Materials are provided electronically – whether online or sent electronically to you, The Intentional Advisor will take reasonable actions to make the Materials available, but you recognize that from time to time the website or server might be down and it may take time to correct the problem and, in some instances, may be outside The Intentional Advisor’s control.  In no event will The Intentional Advisor be liable to you for any damages resulting from or related to any failure or delay of The Intentional Advisor in providing access to the Materials.
  5. Confidentiality and Non-use.  None of the Materials or information used in the Coaching Program shall be disclosed to any third party but shall remain confidential unless The Intentional Advisor agrees to the disclosure in writing before the disclosure occurs.  You agree not to discuss any specifics of the Course Program or Materials with other The Intentional Advisors or any other third party.  You shall not use the Course Program or Materials in any way other than as contemplated in this agreement.  If The Intentional Advisor reasonably believes that you have shared your user name or password with any other person or forwarded Materials to any other person, The Intentional Advisor has the right to suspend or terminate the License, discontinue the Course Program and refuse to permit you to purchase or participate in any other online courses offered by The Intentional Advisor.
  6. Intellectual Property Belongs to The Intentional Advisor.  The Materials are the sole property of The Intentional Advisor. The License gives you the right to access the Materials as herein provided, but does not give you any ownership rights of any kind in the Materials.  The Materials are protected by copyright, trademark and other intellectual property laws and rights.  Any reproduction or unauthorized use will constitute infringement of The Intentional Advisor’s rights. Duplicating, sharing or uploading Materials to sharing sites is prohibited, and The Intentional Advisor may prosecute such misconduct to the fullest extent allowed by law.
  7. Feedback.  The Intentional Advisor is pleased to hear from you and welcomes your comments regarding our products and services.  Please provide feedback that is specific, and do not submit any ideas, suggestions, or materials to The Intentional Advisor unless specifically requested. You agree that any ideas, suggestions or materials that you submit, The Intentional Advisor will have the complete right to use and incorporate into The Intentional Advisor’s materials without any compensation or attribution to you.
  8. Privacy and Additional Terms. See The Intentional Advisor’s Privacy Policy and Terms of Service for additional terms that apply to you and your use of this License and the Materials. If there is a direct conflict between express provisions of this agreement and the Terms of Service, this agreement shall control.
  9. Warranty. THE MATERIALS ARE SOLD “AS IS.” THE INTENTIONAL ADVISOR DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO, THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE NON-INFRINGEMENT.  The Materials are a guide to help you succeed, but you are in full control of whether you succeed or not.
  10. Limitation on Liability. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE INTENTIONAL ADVISOR, AND THE INTENTIONAL ADVISOR’S, AFFILIATES, LICENSORS, SERVICE PROVIDERS, CONTENT PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, AND DIRECTORS WILL NOT BE LIABLE FOR ANY ACTUAL, DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, EXEMPLARY, OR OTHER DAMAGES INCLUDING, BUT NOT LIMITED TO, LOSS OF REVENUE OR INCOME, LOST PROFITS, PAIN AND SUFFERING, EMOTIONAL DISTRESS, OR SIMILAR DAMAGES, EVEN IF THE INTENTIONAL ADVISOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.  IN NO EVENT WILL THE COLLECTIVE LIABILITY OF THE INTENTIONAL ADVISOR AND OUR SUBSIDIARIES, AFFILIATES, LICENSORS, SERVICE PROVIDERS, CONTENT PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, AND DIRECTORS, TO ANY PARTY (REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT, OR OTHERWISE) EXCEED THE GREATER OF $100 OR THE AMOUNT YOU HAVE PAID TO THE INTENTIONAL ADVISOR FOR THE APPLICABLE CONTENT, PRODUCT OR SERVICE OUT OF WHICH LIABILITY AROSE, WHICHEVER IS LESS.  ANY SUCH LIABILITY WILL BE PAID BY, AT THE INTENTIONAL ADVISOR’S SOLE OPTION, INCLUDING A CREDIT TOWARDS ANOTHER COURSE WE OFFER.
  11. CERTAIN STATE LAWS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE DISCLAIMERS, EXCLUSIONS, OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS.
  12. Default.  If you default in payment or in complying with the terms of this agreement, The Intentional Advisor may, in its sole discretion, terminate this agreement and the License. An event of default by you does not relieve you of your payment obligations under this agreement. Within five business days of the termination of this agreement, you shall certify to The Intentional Advisor that you have destroyed all of the Materials that were in your possession or control.
  13. Successors and Assigns. This agreement shall be binding upon and for the benefit of the heirs, executors, administrators, successors and permitted assigns of the parties hereto.
  14. Assignment.  This agreement may not be assigned by you.
  15. Entire Agreement. This agreement, our Terms of Service and Privacy Policy constitute the entire agreement between you and The Intentional Advisor. No other verbal or implied agreement exists. Any amendment to this agreement must be made in writing signed by both parties hereto.
  16. Governing Law; Venue; Attorneys’ Fees. This agreement is governed, interpreted and enforced pursuant to the laws of Colorado, United States of America, without regard to any conflicts of law principles. You specifically and irrevocably consent to personal jurisdiction in Colorado in connection with any dispute between you and The Intentional Advisor arising out of this agreement or pertaining to the subject matter hereof.  You agree that the exclusive venue for any dispute between you and The Intentional Advisor will be in the state and federal courts in the City and County of Denver, Colorado.  To the extent allowed by applicable law, any claim or cause of action arising from or relating to your access or use of the Site must be brought within two (2) years from the date on which such claim or action arose or accrued.  In the event of litigation related to this agreement, the prevailing party shall be entitled to reasonable attorney fees and costs as determined by the court to be paid by the non-prevailing party.
  17. Remedies. All remedies for the breach of this agreement are cumulative, and a party hereto may seek any and all relief available to such party in law or equity. If you breach, or threaten to breach, Section 2, 3, or 6 of this agreement, you agree that the damages to The Intentional Advisor will be irreparable and difficult to quantify and, therefore, The Intentional Advisor will be entitled to (a) damages calculated as follows:  for each incident of breach or threatened breach, the fee for the entire Course (regardless of whether only part of it was used or disclosed) at issue multiplied by the number of persons or entities to whom you provided such Materials or part thereof with that result multiplied by three (for illustrative purposes only, if the Course fee was $1,000 and the Materials or part thereof were given to five people, the calculation would be ($1,000 x 5) x 3 = $15,000); (b) injunctive or other equitable relief to restrain you from any such further breach or threat of breach, and (c) any other relief The Intentional Advisor may have in law or equity.
  18. Contract Construction.  If any provision of this agreement is deemed unenforceable by a court of law, the provision shall be modified to the extent necessary to make the provision enforceable to the fullest extent permitted by law. If no modification will make the provision enforceable, the provision will be stricken without invalidating the remaining provisions of this agreement. The headings contained in this agreement are for reference only and they in no way define or limit the scope or intent of this agreement. Sections 5, 6, 7, 8, 10, 11, 16, 17, 18 and those sections or parts thereof where the context reasonably requires such an interpretation shall survive termination of this agreement. This agreement does not create a joint venture or partnership between the parties.

 

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IMPLEMENTATION Monthly Mastermind

One year group coaching program designed to help Intentional Advisors build profitable, purpose-driven practices.

 

LIVE GROUP COACHING

  • 12 1-hour video calls
  • New training on each call
  • Q&A on each call

 

ON DEMAND TRAINING PORTAL

  • Video call recordings (archived for 3 months from date of call)
  • Ongoing Q&A support
  • Downloadable training support material
  • Accessible via computer or phone app

 

IMMEDIATE ACCESS BONUSES

  • Soulful Strategic Planning Training
  • Build an Ideal Client Profile that WORKS Training
  • Zoom Like You Mean It Training

 

NO RISK GUARANTEE- If you are unhappy with the IMPLEMENTATION Monthly Mastermind for any reason, just contact us within 30 days for a full refund. 

 

IMPORTANT NOTES

  1. Current members, please log-in before purchasing.
  2. Please subscribe to our email list to allow us to stay in touch.
  3. Contact us at  [email protected] with any questions.