TERMS OF SERVICE

Content Membership

  • Month-to-month membership. 30 day minimum notice to cancel.
  • Must pay for the month in which new client content is made available to members regardless of whether you plan to use it or not.
  • Copyright mark (c) must remain on all content, even if you brand it as your own.
  • If you re-create a Mind Games video from the white-labeled version, you must obtain your own license for any images used or replace them with royalty-free alternatives.

Premium Membership

  • Initial term is six (6) months, then month to month. No prorated refunds. 
  • Must pay for the month in which new client content is made available to members regardless of whether you plan to use it or not.
  • Copyright mark (c) must remain on all content, even if you brand it as your own. The Behavioral Finance Network retains authorship and ownership of all content and deliverables.
  • If you re-create a Mind Games video from the white-labeled version, you must obtain your own license for any images used or replace them with royalty-free alternatives.
  • The Behavioral Finance Network retains ownership of monthly content and behavioral tools delivered through BFN website. These are available for you to customize, brand and use under license as a paying member of the Network. Upon cancelation of your membership, you may continue to use monthly content obtained during your membership, however the use of behavioral tools/resources* obtained from The Behavioral Finance Network may no longer be used (even if you have them downloaded, printed, branded etc…).
  • Content and material can only be used with your clients. You may not share any information from The Behavioral Finance Network with other advisors or the public at large. This includes screenshots, sample content, etc… If you have questions about using the material for a non-client, please contact Jay.

*As of Jan 2025, the tools/resources include Speaking Your Client’s Language, Behavioral Policy Statement, Behavioral Slide Decks, Behavioral Questionnaires, Scripts, Mindful Checklist. Other tools may be added at a later date that will also fall under this exclusion.