Advisor Connect – Notice of Membership

Name*
First Last
Email*
Start Date*
Unless otherwise agreed to between you and Scott Whitney, your ADVISOR CONNECT Memebership starts on the date entered here, with each new month beginning on the same date of each subsequent month.
MM slash DD slash YYYY
Membership Level*
- DIAMOND (18 Calls)
- PLATINUM (12 Calls)
- GOLD (6 Calls)
- SILVER (4 Calls)
Description of Services (DIAMOND – Advisor Connect)*
Beginning on the START DATE (above), Scott Whitney shall provide Client the following services (collectively the “Services”): 18 1:1 Zoom Calls over the course of 12 Months. Access to the SWA Mastermind Web Portal.
- Agreed
Description of Services (PLATINUM – Advisor Connect)*
Beginning on the START DATE (above), Scott Whitney shall provide Client the following services (collectively the “Services”): 12 1:1 Zoom Calls over the course of 12 Months. Access to the SWA Mastermind Web Portal.
- Agreed
Description of Services (GOLD – Advisor Connect)*
Beginning on the START DATE (above), Scott Whitney shall provide Client the following services (collectively the “Services”): 6 1:1 Zoom Calls over the course of 12 Months. Access to the SWA Mastermind Web Portal.
- Agreed
Description of Services (SILVER – Advisor Connect)*
Beginning on the START DATE (above), Scott Whitney shall provide Client the following services (collectively the “Services”): 4 1:1 Zoom Calls over the course of 12 Months. Access to the SWA Mastermind Web Portal.
- Agreed
Performance of Services*
As part of the Advisor Connect Membership, Client has a fixed number of 1:1 Zoom calls, each up to 1.0 Hour. These sessions will be recorded, with the recording available to the Member.
- Agreed
Payment*
By placing a one-payment order and joining ADVISOR CONNECT, you agree early cancellation of your membership will result in no refund of the payment. Please be sure you’re ready to be an ADVISOR SELECT Member.
- Agreed
Automatic Renewal*
Your Membership shall be automatically renewed for a like term, and from term to term thereafter until either party notifies the other to the contrary in writing not later than 10 days prior to the end of the term specified herein.
- Agreed
24 Hour Cancellation Policy*
Once you’ve begun scheduling your Zoom sessions, we have a 24-hour notice policy. If you need to reschedule a session already on our calendar, we require you do so at least 24-hours before the session is to take place.
- Agreed
No Carry-Over of Time*
In order to properly maintain our schedule, unused time cannot be carried over at the completion of your 12 month period.
- Agreed
Hold Harmless*
Client will often supply PodWorx with photos, drawings, and/or descriptive language for inclusion in the videos and other content produced on their behalf. Client affirms they are the full copyright owners of such materials or that they have obtained proper permission from the copyright owner(s) for use of such materials. Client will indemnify PodWorx and hold PodWorx harmless against any claims of libel, copyright, or trademark infringement brought against PodWorx with respect to Client’s use of those materials.
- Agreed
Signature*

Please use /Your Name/ as your signature.