Terms and Conditions Attention: open in a new window. Print

No Frills, No Gimmicks

I am proposing to offer a digital coaching service, FREE OF CHARGE for the first 30 days to financial advisors or investment advisors.

 

  • no charge, no obligation, no small print
  • we set 90-day goals at the start
  • we use 90-day goal setting forms, email, weekly reporting and 5 - 10 minute telephone calls to get you there (if you have an emergency and must talk on the phone or if I feel that a phone call is warranted - all 5 - 10 minute calls booked through Tiffany Mayrhofer)
  • you have unlimited access to me - emails answered within 48 hours unless otherwise advised - phone calls on demand and subject to my schedule
  • any size of shape of financial advisor or investment advisor practice
  • any location
  • any market/product specialization or generalization
  • any stage of development - new start or long-standing
  • any project

 

And then - at the end of the 30 days - I will ask you if you want to "sign up" to the service at $250.00 per month - or walk away - either way I'll be cool.