Advisor Story™ Client Agreement
At Keynote Content, DBA Advisor Story (hereafter referred to as “Keynote Content”), we try our best to fulfill your needs and meet expectations, but it’s important to have a point of reference so we both know specific details: who should do what and when, and what would happen if something goes wrong. If any detail is unclear, please ask us. We will be happy to clarify. We would rather answer more questions than experience unclear communication.
In this client agreement, you will not find any complicated legal terms or long passages of unreadable text. We have no desire to trick you into signing something you might later regret. What we do want is what’s best for both parties, now and in the future.
In short…
You are hiring Keynote Content, DBA Advisor Story to provide business services as detailed in your purchased program and/or services. Of course, there are more details to cover, but we will address those in the next few sections.
Who’s Responsible for What?
You: You have the authority to enter into this client agreement on behalf of yourself, your company, or your organization. You will give us everything we need to complete the program work as and when and in the format we need it. You will review our work, providing feedback and approval in a timely manner. Deadlines work two ways, so you will also be bound by dates we may set together. You also agree to stick to the payment details.
Company: We have the experience and ability to do everything we agree to do with you in a professional and timely manner. We will strive to meet every deadline.
PROPOSED PROGRAM DETAILS
If you haven’t already, please carefully read the program details connected with this agreement. We want you to have the appropriate opportunity, whether you choose to use it or not, to ask for more clarification if needed.
Keynote Content will provide business services for you as specifically described in the purchased program(s). By purchasing said program(s), you are agreeing to the content and/or services as detailed in the program description.
DEVELOPMENT PROCESS
Deadlines
We believe in meeting deadlines, but we can often only do this with your insight. We cannot be responsible for a missed deadline if you have been late with a payment, slow to supply materials, or fail to provide feedback to any agreed-upon timelines.
We also can’t be responsible for deadlines missed due to circumstances completely beyond our control, such as family emergencies, floods, war, acts of God, and so on. In the event of an emergency, we will make every effort necessary to connect within a timely manner to discuss potential next steps.
We cannot begin work on the program consulting and/or services until this agreement is agreed to upon purchase and your program payment is received. If you have any concerns or questions regarding this timeline, please contact us before purchasing your program.
Review and Feedback
Certain content may come with up to two (2) rounds of edits, if needed, beyond the initial draft to ensure our work meets your expectations.
This is important. Make sure you fully understand the work described in the program before you purchase the program. The details of the proposed program, including pricing, may not be changed once this agreement is in place unless we mutually agree to the changes, including pricing adjustments.
Any edits or rework to content provided must take place within the scope of what’s described in the agreement. We are open to changes as needed, but we need to agree to them before the changes can be officially accepted. Further changes will obviously take extra time. We can set deadlines for those together, but we will do everything we can to meet your needs.
The reason for this is that changing details can create extra work for our team at Keynote Content, particularly if we have already spent time on your program deliverables. Additional work beyond the original scope is not budgeted into the initial program.
It is best for everyone involved if we don’t start work until we agree on these details.
LEGAL DETAILS
Legal Parameters
We cannot guarantee our work will be error-free, but we can guarantee we will work to rectify any errors to the best of our ability. If we encounter potentially litigious or negative elements in our program work that may negatively influence the potential profitability of your business endeavors, we will do our best to bring those concerns to your attention at the first opportunity.
If any provision of this agreement shall be unlawful, void, or for any reason is unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions.
Although the language is simple, the intentions are serious and this agreement is a legal document under exclusive jurisdiction of United States courts.
Copyrights
First, you guarantee all elements of text, images, or other artwork you provide are either owned by your company or you have written permission to use them.
When we have received full and final payment as described in this agreement, copyright will be automatically assigned as follows:
- All branding or marketing collateral we create for you will belong to you. We will give you source files and you should keep them somewhere safe as Keynote Content is not required to keep a copy. You will own all elements of text, images, and data you provided unless someone else owns them before our involvement.
- We love to show off our work and share what we’ve learned with other people, so Keynote Content reserves the right to display and link to at least part of the finished program work and/or content as part of our portfolio and to profile it in any publication or publishing of our choosing. We do not own any rights to your content, but we would like to direct people to your website or other public displays of our completed work. This is a positive situation as it increases visibility for both our businesses.
- Keynote Content may also want to feature your logo, likeness, and link to your website in the future as part of our featured clients. By agreeing to work with Keynote Content, you allow our Keynote Content team to feature your logo, likeness, and relevant branding information (e.g., name) as part of our promotional materials. No profits or proceeds will be attributed or gained as a direct result of your logo, likeness, or relevant branding information. We simply want to brag about how great of a client you are and the value you provide as a thought leader in your industry. If you’d rather not be featured, please let us know in writing so we can confirm your written request.
Transfers or Renewals
You cannot transfer this agreement to anyone else without written permission from Keynote Content. This agreement stays in place and need not be renewed. If for some reason one part of this agreement becomes invalid or unenforceable, the remaining parts of it remain in place.
Canceling This Agreement
If you wish to cancel this agreement, we may refund a portion of your program payment as determined by the percentage of work completed.
Refunds
If you wish to cancel your participation in your program, you may request a refund within 30 days of purchase OR before 50% of the program is completed, whichever comes first. Keynote Content reserves the right to refund a portion of your program payment as determined by the percentage of work completed. We make no guarantee of results, but generally, our clients experience greater confidence, clarity, and insight about how to promote their financial advisory business.
PAYMENT DETAILS
Payments
We’re sure you understand how important it is as a business that you promptly pay the invoices we send you. As we’re also sure we’ll want to keep our professional reputations intact, you agree to stick tightly to the following payment schedule.
You are responsible for paying the project payment in full before our team can begin work. We cannot start work until this payment is received.
PURCHASE AS SIGNATURE TO ACCEPT TERMS OF PROGRAM PARTICIPATION
By purchasing your program through Keynote Content, DBA Advisor Story, you affirm your purchase as an electronic agreement of this agreement’s terms in lieu of a physical signature. Purchasing your program affirms you also direct Keynote Content to move forward with the development of your program work.
If you have any questions or concerns at any time regarding payment, please let us know at the first opportunity at info@advisorstory.com or by calling +1.303.569.8572.