I: Your first payment of $6,500 will be considered your agreement to the full terms of this contract.  Execution of this contract will deliver to you:

1. 20 Priority Action List (PAL) Items over the course of 12 months.  Discovery, Research and Audit are NOT included in the 20 PAL Deliverables, meaning they don’t take away from your 20 deliverables. 

The final list of the first 20 Delivery Items for the first 12 months will be finalized within the first 60 days of this contract’s execution (assuming we remain on timeline around the research and everyone can get back to us on time).  Some of the essential PALs that will absolutely be in the 20 PAL list will begin being worked on during the time of our research.  

2. These Priority Action List Items can be for all divisions of your firm or focused on a few key divisions (such as tax, wealth management, investments…)

These PALs can include BUT ARE NOT LIMITED to any of the following items:

1. A complete 20-50 page Brand Guide and Messaging Manual with ALL your revised messaging, tagline, mission statement, your Why, your tone and voice, bios, wealth management/investment/tax process explanation

2. Sales process development: Both B t B and B to C, group coaching and individual coaching

3. Website Redesign and Copywriting: Either directly doing it for you or writing out our suggestions to provide to your coding and development team

4. Brochures, Leave-Behinds, Powerpoint presentations design and copywriting

5. Blogs: Our writing is all original content and includes all research, writing and editing

6. Newsletter: Design and content creation

7. Social media content creation customized for your target audience

8. Videos: We will help you record the video via Zoom or your iphones and will handle all the post-production work; alternatively, you can send us the raw footage and we will edit

9. SEO: We focus on organic (not paid) search and will be able to get you on page one of google around various long-form keywords

10. Podcasts: Research, guest invites, editing and publishing

11. Public relations: Getting you into Forbes, Barrons and RIA rankings, national and local

12. White paper reports and ghostwriting

13. Ad copy development for unique and engaging ads

14. Anything else that falls under the umbrella of marketing

3. Your payment includes all our labor, creative and platform charges (such as hosting the website while we are working together or digital brochure platforms as long as they are the ones recommended and built-on by us), but does not include printing, advertising, photography, in-person videography, and venue space costs for events. 

4.  You understand that each one of the 20 PAL Deliverables will come with a maximum of 3 rounds of drafts, and needing to go beyond those 3 rounds (per your subjective request, not if factually incorrect) may mean using new PALs.

5. Select Advisors Institute reserves the right to use whichever outside vendor, producer and marketing specialist it wants and needs to bring your 20 PAL Deliverables to reality, as long as we have done our own due diligence on that subject matter expert and they will be working on public-facing, non-confidential items.

7. Timeline: We will have 12 months to complete the 20 PALs, and we will space out and prioritize the action items to ensure they are on target with your goals and can help you have tangible items while other items are in the works.  

You understand that we have 12 months to complete these items, so nothing should be considered delayed or slowed if it is still within our 12 month timeline.  

If you prefer to get all the items done at a much faster pace, you have the option to pay the sum of the remaining upcoming monthly obligations for the 12 months at once so we can expedite and shorten the process.  Please speak with Amy Parvaneh about this if at any point you would like this option.

II. Pricing, Payment Terms: $6,500 per month, paid on the same date as the registration on a recurring basis.  If your credit card changes, it is your obligation to change the card on file within 24 hours or be charged a penalty of 10% per day delayed.

You acknowledge and agree that, upon execution of this Agreement, you are entering into a binding commitment to pay for the full Term of twelve (12) months for the marketing and sales services provided by Select Advisors Institute. This payment obligation will remain in effect regardless of any changes in your needs or circumstances.

You agree that the nature of the services provided by us requires substantial planning and resource allocation. Therefore, your obligation to pay for the full Term is non-cancellable and non-refundable. Even if your needs change or if you determine that you no longer require our services, you remain legally obligated to fulfill the payment terms of this Agreement for the entire twelve (12) month period.

In the event that you seek to terminate this Agreement before the end of the Term, you acknowledge that you are still responsible for the full payment of the remaining months in the Term. Such payment will be due immediately upon notice of termination.

Once the 12 months of payment has been completed, your contract will automatically convert into a month-to-month engagement (with a 30 day cancellation notice) unless we create a new contract together.

III. Confidentiality: The parties each now own and will hereafter develop, compile and own certain proprietary techniques, trade secrets, technology, and confidential information which have great value in their respective businesses (collectively, “Information”). The parties may disclose Information to each other and with their subject matter experts during the performance of the services contemplated under this Agreement. Information is to be broadly defined and includes all information which has or could have commercial value or other utility in the businesses in which the parties are engaged or contemplate engaging or the unauthorized disclosure of which could be detrimental to their interests, whether or not such information is identified by the parties. By way of example and without limitation, Information includes any and all information concerning discoveries, software programs, passwords, processes, techniques, know-how, data, research techniques, current and prospective client lists including personal identifiable information, marketing, sales or other financial or business information. The parties agree that at all times subsequent to the entry into this Agreement, they will keep confidential and not divulge, communicate, or use each others’ Information unless required to do so by legal process. The obligations with respect to any portion of the Information as set forth above shall not apply when a party can document that such information (i) was in the public domain at the time it was communicated to it; (ii) entered the public domain subsequent to the time it was communicated to it through no fault of itself; or (iii) was in its possession free of any obligation of confidence at the time it was communicated. The duties of confidentiality set forth herein shall survive the termination of this Agreement. This Agreement may not be assigned without the written consent of the non-assigning party, and any purported assignment violating this provision will be void. If any provision of this Agreement is or becomes inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, the provision will be deemed rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement will continue in full force and effect. No provision of this Agreement may be waived or modified unless in writing and signed by the party against whom such waiver or modification is sought to be enforced. Either party’s failure to insist on strict compliance with this Agreement or any continued course of conduct on its part will in no event constitute or be considered a waiver by such party of any right or privilege. Your representations, warranties and obligations hereunder will survive the termination of this Agreement. This Agreement will be governed by and construed under the laws of the State of California without regard to principles of conflict of laws. The parties irrevocably consent to the exclusive jurisdiction and venue of the courts located in the County of Orange, California, in connection with any action relating to this Agreement.