The Trusted Advisor Toolkit™ Terms of Use Agreement

As a team member of a Trusted Advisor Toolkit™ team I acknowledge, accept and agree to the terms below.

The Trusted Advisor Toolkit™ System, hereinafter may also be referred to as "The Toolkit"

1. Our Team Agrees to The 7 Prerequisites "Required" By The Toolkit

2. The Content On This System Belongs to The Toolkit: I understand the Intellectual Property found in the The Trusted Advisor Toolkit™ System (hereinafter referred to as “The Toolkit”) , is the exclusive intellectual property of Comprehensive Advisor Services, LLC (also known as The Toolkit). providing content which includes, but is not limited to, concepts, terms, downloadable documents, reports, report formats, and other creations of the mind found within the toolkit system (hereinafter referred to as “content”).  The homepage for The Toolkit system is https://trustedadvisortoolkit.com and I understand that, as a member of a team which is a registered member in good standing of The Toolkit, that I have a limited license to use of the content within this domain as described below.

3. Content Only For Ideal Clients Entered into The Toolkit: I agree only to use the Intellectual Property found in the The Trusted Advisor Toolkit™ System for the direct benefit  of Ideal Clients, and Potential Clients, who are entered into The Toolkit system, which provides proprietary content including, but not limited to, concepts, terms, downloadable documents, reports, report formats, and other creations of the mind found within the toolkit system (hereinafter referred to as “content”).

4. This Content is not for Non-ideal Clients: I understand that the content in The Toolkit system is not to be used for Non-ideal Clients, other than for Potential Clients who are entered into the system, nor for any clients, or persons, who are not entered into The Toolkit, without receiving express written permission in-advance.

5. Content may be used only by active system users: while I understand that The Toolkit content may only be used while our team is a registered member in good standing (Also known as "active system users." See definition below).  I understand that our team’s permission for limited use of The Toolkit content ceases if ever our team is no longer a registered member in good standing of The Trusted Advisor Toolkit™. I agree to cease using The Toolkit content for this Trusted Advisor’s Ideal Clients if my login privileges for this team are revoked.

6. I agree to give attribution: I understand and agree that all content I create using formats described in The Toolkit system, for the use of Ideal Clients, and Potential Clients entered into the system, must adhere to these two requirements

1. Requirement 1: All documents, following The Toolkit format, created must bear the trademarked or registered trademarked name at the top of the page (Example The Circle Chart™).  I have reviewed the list of terms requiring attribution (found here)...

2. Requirement 2: All documents, following The Toolkit format, must bear the following attribution somewhere on the page: “© MMXV Comprehensive Advisor Services, LLC, all rights reserved”

Use of Toolkit Documents

Use of Documents which require you to use attribution to our ownership of the document format (Agreement #5 Above)

• While all documents, and reports provided in this system are to be used only while logged-into the system, permission is granted "The 11 Toolkit Reports" (see list in The 7 Prerequisites Required By “The Toolkit”) may be printed out and utilized offline for Ideal Clients as long as you are a registered member in good standing of The Trusted Advisor Toolkit™ and,

• The format provided in the 5 script binders is followed, and
• The proprietary trademarked term (document name) is properly listed on each report page prepared for your Ideal Client, and
• Attribution to "Comprehensive Advisor Services, LLC" is listed on each report page prepared for your Ideal Client.

• I agree to give attribution, on the page, for all documents created by this team and agree to utilize The Toolkit Report formats provided in the system, including, but not limited to, documents bearing all proprietary terms listed on this page found on The Toolkit system (accessible directly from every page on our site): Copyright, Trademark & Intellectual Property on This Site.

• For a full listing of all documents requiring attribution to Comprehensive Advisor Services, LLC, I agree to visit this page regularly, for updated proprietary formats: Copyright, Trademark & Intellectual Property on This Site.

As a member of a team I agree to ensure that my Deliverables Team Members will adhere to any other conditions of use which may be described or attached to any document as downloaded from the toolkit.

Deliverables Checkpoints™ May ONLY Be Used Online (May NOT be removed)

• I understand that Deliverables Checkpoints™ (DCPs) are client deliverables, each with a Unique Identifying Code (UIC), found within the "Deliverables Tab" on The Toolkit System.
• Deliverables Checkpoints™ may not be removed from The Toolkit System.  Except for The Unique Identifying Code (UIC), associated with every DCP, the DCP may not be copied, pasted or re-written elsewhere.
• EXAMPLE: I understand I cannot create a spreadsheet of Deliverables Checkpoints™.
• I understand that to provide access to the DCPs, I must provide each individual with a unique login of their own; in that way every person who has access to DCPs are understood have proper privileges to the DCPs as a member of a team led by a registered member in good standing of The Trusted Advisor Toolkit™.
• I agree that DCPs are only to be used for the benefit of Ideal Clients entered into The Toolkit System.
• I understand that DCPs are not to be used for Non-ideal Clients, nor for any clients outside of The Toolkit System including, but not limited to, clients belonging to other advisors, entities or product sponsors.
• I understand that Deliverables Checkpoints™ listed in The Toolkit System are for the sole use of registered members in good standing of The Trusted Advisor Toolkit™, and their registered Deliverables Team Members, only for the benefit of their Ideal Clients, entered into this system.

I Agree To These Assumed Definitions:

Trusted Advisor: The trusted advisor to a community of clients, and Potential Clients, whom are all entered into the toolkit system.

• For the purposes of the toolkit system, the Trusted Advisor is a single individual (not to be confused with any entity which may be paying for use of this system) who has primary responsibility for the clients, and potential clients entered into The Toolkit.

• The Trusted Advisor serves as the “team leader,” and is also the individual these Ideal Clients, entered into The Toolkit, would confirm as being their “primary” (or “Lead”) financial advisor

• From a practical perspective, to determine who the Trusted Advisor is, the standard will be to simply, and hypothetically, ask your client “who did you hire to get your entire financial house in order?” The name each client provides will be considered their “Trusted Advisor,” and, as such, will be required to have their own team on The Toolkit system.

• Or, if each client were, hypothetically, asked “who is your most trusted advisor on the team” the single name they will provide, confirms the name of the individual who is likely the “Trusted Advisor” for the purposes of this system. This individual will be required to have their own team on The Toolkit System

• In summary, I agree that the “Trusted Advisor” is one person, serving as the leader of the team, overseeing a community of clients entered into the toolkit.

• NOTE: There are businesses using The Toolkit where the “Team Owner” has several Trusted Advisors and several “communities of clients,” one for every Trusted Advisor on this system.  I acknowledge this does not change that fact that every Trusted Advisor in this system has a community of clients, and a unique “team workarea” of their own within The Toolkit system.

Registered member in-good-standing: A “registered member in-good-standing,” also known as an "active system user," is a member actively utilizing the toolkit system, as described here, and whose membership payments to The Toolkit are current, up-to-date, and who is not banned from the toolkit system. Monthly access to The Toolkit system is paid in advance.

Banned From The Toolkit System: A former member of The Toolkit system who has been sent notice, to the email address registered at The Trusted Advisor Toolkit™, from Mark McKenna Little, sole owner of Comprehensive Advisor Services, LLC, or his assigns, that use of the toolkit system is not currently allowed. While rare, a violation of this agreement, for example would be grounds for a member being banned from the system.  Banned members may request an appeal of this status by emailing AppealRequest@TrustedAdvisorToolkit.com.

Deliverables Team Member: A Deliverables Team Member is a registered member of The Toolkit who has been invited, and accepted,  membership to the Deliverables Team of a Trusted Advisor. A Deliverables Team Member who is active and registered on The Trusted Advisor Toolkit™ System may be a member of multiple Trusted Advisor’s teams.

Deliverables Team: The combined membership of all Deliverables Team Members serving on a single Trusted Advisor’s team is known as the Trusted Advisor’s Deliverables Team.

Administrative Manager: Every team must have an Administrative Manager, designated by the Trusted Advisor, to coordinate the Deliverables Team and coordinate the client progress meetings (The Online Meeting Plans™).  While every team must have one Administrative Manager, there may only be one Administrative Manager. While we recommend there be a designated Back-up person for the Administrative Manager,  all other administrative people providing back-up support will not bear the title "Administrative Manager."  A single Administrative Manager is important to provide clarity to the Deliverables Team regarding who the single simple point-of-contact is for questions related to Ideal Clients, Potential Clients, client progress meetings, Truly Comprehensive Financial Services™ and issues related to The Trusted Advisor Toolkit™.

Subject Matter Expert: A Subject Matter Expert is a team member with specific expertise in a narrow field of personal finance, but this person is also known as “Deliverables Team Member.”

Control Person: An individual who has possession, direct or indirect, of the power to direct or cause the direction of the management and policies of a person or entity, whether through the ownership of voting securities, by contract, or otherwise.

Use of Toolkit Terminology in Conversation

List of proprietary terminology and other Toolkit intellectual property may be found at: Copyright, Trademark & Intellectual Property on This Site.

I agree that any or all of the terms listed at the above link, may be used in conversation with the parties listed below and, if attribution is discussed, I agree to attribute the development, creation and ownership of these concepts, tools and terms to Comprehensive Advisor Services, LLC, "a hired consultant to our business.”

The Toolkit terms listed at the link above may be utilized in discussion with:

• Our Ideal Clients, entered into The Toolkit System

• Our Potential Clients

• Our Potential Ideal Clients, entered into The Toolkit System

• Our Potential Non-ideal Clients, entered into The Toolkit System

• Our active Deliverables Team Members (registered members of your toolkit team)

• Our Potential Subject Matter Expert Candidates

I agree and acknowledge that any use of The Toolkit content, other than described above, may not be used without prior written permission from Comprehensive Advisor Services, LLC

• I understand that any use of toolkit content in my collateral marketing or marketing materials is strictly prohibited without permission in writing from Comprehensive Advisor Services, LLC prior to use, including but not limited to brochures, websites, audio or video productions, flyers, one-pagers or other printed materials. All permission requests will be directed to: permissions@TrustedAdvisorToolkit.com
• I further agree to await permission in writing before use.
• I understand that this agreement may be amended without notice in order to add or update use policies and I agree to periodically review this Terms of use agreement and that this agreement may be accessed by a link titled "Terms of Use" offered on nearly every page on The Trusted Advisor Toolkit™ system.
• I not only agree to periodically review this agreement but I will be responsible for assuring that every person with access to The Toolkit system under my oversight abides by these terms, including but not limited to my salaried employees, direct-reports and individuals over whom I have been assigned leadership duties.  I will ensure that every new member of my team will review and agree to these terms prior to using any content on the The Toolkit.
• I confirm, pledge and agree, in good faith, that, in the future, I will comply with the terms described in this document and that, at present, there are no instances of toolkit content being used, other than the uses described here, by me or any by any entity for which I am an owner, partner, director or a control person.
• I further understand and acknowledge that all custom software and applications on The Trusted Advisor Toolkit™ System are © Copyright MM - MMXV Ian F. Hood, all rights reserved. Said systems are provided as-is and licensed to The Trusted Advisor Toolkit™ for the exclusive use of its registered members in good standing.

I understand that I am encouraged to actively use all the tools, as prescribed here, within the toolkit system for the benefit of the Ideal Clients and Potential Clients entered into this system.  I fully understand that the intent here is to fully utilize this system to manage, grow and increase the “referability” of the business that is paying for access to The Trusted Advisor Toolkit™.