Individual Purchase (Package of 5)


Individual Purchase (Package of 5)


$500 per name.

Your first purchase includes a one hour Personalized Sales Coaching session with Amy.

You will receive a detailed report for each name purchased.  Each report will consist of:

  • A minimum of 5 leads associated with the name provided
  • Contextual data relating to each lead
  • Guided questions to ask clients regarding each lead
  • A video explanation of our findings
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1. Your first payment constitutes your agreement to the full term of this Agreement. You will receive:

  • Your first purchase includes a one-hour Personalized Sales Coaching session with Amy.
  • You will receive a detailed Referralytics™ report for each name purchased. 
  • Each report will consist of:
    • Guided questions to ask clients regarding each potential lead
      • A video explanation of our findings
    • Contextual data relating to each potential lead
    • A minimum of 5 potential leads associated with the name provided


2.  You agree to provide us with any and all information necessary for us to research each individual. Referralytics™ reports will be provided on or before twelve (12) business days following our receipt of any and all information necessary to research a report on each individual.  You also agree that with respect to any Referralytics™ report included in your package, we do not guarantee the materiality or usefulness of any data we provide, nor that our findings will result in any financial gain.  For a monthly subscription, each individual report not requested by you during a month will be rolled over to the following month, for a maximum of three months unless the agreement is terminated prior thereto (this will not effect the obligation to timely make payments hereunder).

3. This Agreement is terminable by either party at any time, with or without cause, effective upon notice to the other party.  Upon termination, any obligations Select Advisors may have under this Agreement shall cease immediately.  If you terminate this Agreement, your obligation to pay Select Advisors your balance remaining due to Select Advisors shall survive the termination of this Agreement.  Select Advisors Institute, LLC does not offer cash refunds.  Termination of this Agreement by either party will not obligate Select Advisors to refund you any fee that you have delivered to it unless a court of law determines after final disposition, including any and all appeals, that Select Advisors is in breach of a representation, warranty or covenant contained in this Agreement or any federal, state or local law warranting the return of such fee. 

4. For a monthly subscription, you will be charged the Unit Price on a monthly basis, on the same day of the month as your purchase day. We will charge your credit card on file with us.   Should your credit card information change or if any payment is not collectible for any reason, you agree to contact us immediately to update your form of payment. If any payment due under this Agreement is not timely made, interest will accrue on the balance due at the rate of 5% per annum.

5. You understand and agree that successful training requires a collaborative approach.  While Select Advisors Institute will attempt to facilitate change and growth, it is your responsibility to enact and bring about the change and growth. 

6. 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 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.

7. 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.  

8. 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.