Advisor Terms of Service

Advisor Crunch — Terms of Service

Effective Date: May 2026

By accessing or using Advisor Crunch, you agree to the following terms and conditions.

  1. Educational and Behavioral Reinforcement Platform

Advisor Crunch is a behavioral reinforcement and educational platform designed to support professional development, authority conditioning, and behavioral continuity for financial advisors.

Advisor Crunch does not provide:

  • investment advice

  • financial planning advice

  • legal advice

  • tax advice

  • compliance guidance

  • fiduciary supervision

All decisions made by members remain solely their own responsibility.

  1. No Professional Relationship

Participation in Advisor Crunch does not create:

  • an advisory relationship

  • a fiduciary relationship

  • a client relationship

  • legal representation

  • supervisory oversight

Advisor Crunch is an educational membership environment only.

  1. Human Judgment Responsibility

Members remain fully responsible for:

  • professional judgment

  • client communication

  • compliance obligations

  • suitability determinations

  • financial recommendations

  • implementation decisions

Any tools, prompts, frameworks, or AI-assisted outputs provided through Advisor Crunch are intended for educational reinforcement purposes only and must be independently evaluated by the member.

  1. Subscription Terms

Advisor Crunch operates as a recurring monthly membership.

By subscribing, you agree to:

  • recurring monthly billing

  • automatic renewal unless canceled

  • responsibility for maintaining payment information

Members may cancel at any time.

Access remains active through the end of the current billing cycle.

  1. Intellectual Property

All Advisor Crunch materials, including:

  • exercises

  • frameworks

  • videos

  • written materials

  • branding

  • prompts

  • reinforcement systems

  • Alpha Install structures

remain the intellectual property of Advisor Crunch unless otherwise stated.

Materials may not be redistributed, resold, copied, or reproduced without written permission.

  1. No Guarantees

Advisor Crunch makes no guarantees regarding:

  • business growth

  • client acquisition

  • revenue increases

  • advisor performance

  • behavioral outcomes

  • financial outcomes

Results vary based on implementation, consistency, judgment, and external conditions.

  1. Limitation of Liability

Advisor Crunch shall not be held liable for:

  • financial losses

  • business decisions

  • client outcomes

  • regulatory consequences

  • implementation decisions

  • misuse of materials or AI-generated outputs

Members assume full responsibility for all professional and business decisions.

  1. Modifications

Advisor Crunch reserves the right to:

  • modify content

  • update membership structure

  • revise exercises

  • change pricing

  • update these terms

Continued use of the platform constitutes acceptance of updated terms.

  1. Contact

Questions regarding these terms may be directed to:

grant@advisorcrunch.com