Agreement:

Custom-fit like a glove to your business, this high impact consulting program is geared towards helping enhance your business across all aspects and components that will make its wheels spin faster and better, helping you get to your target goals more smoothly and efficiently.

Areas that you will have the ability to enhance around your business through our collaboration, consultation, coaching, discussions and strategizing include:

• Business model development and goal setting

• Personality-based sales coaching

• Sales and business development

• Program development

• Leaderboards and scorecard design

• Marketing and Brand Awareness, including organic and inorganic efforts

• Niche market creation

• Hiring, recruiting and staff retention

• Compensation structuring

• Office culture and morale

• Creation of roles and responsibilities

• Accountability creation within team

• Time management and maximization strategies

• Team productivity strategies

• Technology adoption and needs

• Fee structure development

• Client segmentation methods

• Service model offerings

• Leadership challenges and best practices, including soft skills training

• Black swan considerations around your business

• M&A considerations

• Client retention strategies

• Client communication strategies

• Team offsites and better communication

• And any other areas you want to include in the curriculum

Program structure will include 20 hours of our time on your behalf.

20 Hour Time will include:

• Personality test facilitation and assessment

• Coaching time with you via Zoom

• Writing on your behalf, both for your business manual as well as responses to challenges, email questions, and more.

• Designing and editing time

• Strategizing for you on your behalf (ie. thinking time)

• Reviewing unique and real-time situations together

Program will come to completion exactly 6 months after the date of execution, or whenever the hours are completed, whichever comes first.

2. Select Advisors Institute, LLC does not offer refunds under any circumstance. It is up to you to embark on the content and material shared with you and implement them into your practice.

3. You understand and agree that successful training requires a collaborative approach. While Select Advisors Institute will attempt to facilitate change and growth, it is your responsibility to enact and bring about the change and growth. Maximum impact from this package comes from your team implementing the material taught, exercising them outside of our sessions, and asking lots of questions from your coach.

4.  If either party brings an Action to enforce their rights under this agreement, the prevailing party may recover its expenses (including reasonable attorneys' fees) incurred in connection with the Action and any appeal from the losing party.

5. The parties each now own and will hereafter develop, compile and own certain proprietary techniques, trade secrets, technology, and confidential information which have great value in their respective businesses (collectively, “Information”). The parties may disclose Information to each other during the performance of the services contemplated under this Agreement. Information is to be broadly defined and includes all information which has or could have commercial value or other utility in the businesses in which the parties are engaged or contemplate engaging or the unauthorized disclosure of which could be detrimental to their interests, whether or not such information is identified by the parties. By way of example and without limitation, Information includes any and all information concerning discoveries, software programs, passwords, processes, techniques, know-how, data, research techniques, current and prospective client lists including personal identifiable information, marketing, sales or other financial or business information. The parties agree that at all times subsequent to the entry into this Agreement, they will keep confidential and not divulge, communicate, or use each others’ Information unless required to do so by legal process. The obligations with respect to any portion of the Information as set forth above shall not apply when a party can document that such information (i) was in the public domain at the time it was communicated to it; (ii) entered the public domain subsequent to the time it was communicated to it through no fault of itself; or (iii) was in its possession free of any obligation of confidence at the time it was communicated. The duties of confidentiality set forth herein shall survive the termination of this Agreement.

6. This Agreement may not be assigned without the written consent of the non-assigning party, and any purported assignment violating this provision will be void. If any provision of this Agreement is or becomes inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, the provision will be deemed rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement will continue in full force and effect. No provision of this Agreement may be waived or modified unless in writing and signed by the party against whom such waiver or modification is sought to be enforced. Either party’s failure to insist on strict compliance with this Agreement or any continued course of conduct on its part will in no event constitute or be considered a waiver by such party of any right or privilege. Your representations, warranties and obligations hereunder will survive the termination of this Agreement.

7. This Agreement will be governed by and construed under the laws of the State of California without regard to principles of conflict of laws. The parties irrevocably consent to the exclusive jurisdiction and venue of the courts located in the County of Orange, California, in connection with any action relating to this Agreement.