TERMS OF SERVICE

Classic Membership

  • Agreement and billing is month-to-month. 30-day notice required for cancelation.
  • Must pay for the month in which new client content is made available to members.
  • Copyright mark (c) must remain on all content, even if you brand it as your own.

Premium & Elite Memberships

  • Initial term is twelve (12) months, then month to month. No prorated refunds. Upon notice of cancelation, your access will be stopped and future billings will cease.
  • 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.
  • 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.

Website/Branding/Marketing Package

  • Duration of contract is two (2) months. Upon completion, member will automatically be moved to the premium membership at a discounted rate. If you do not want to join as a premium member, and under the 12 month minimum term for premium membership, you must notify Jay before the website package term is complete. 
  • 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.
  • 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…).

*As of Jan 2023, 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.