Earnings Disclaimer
Last Updated: [INSERT DATE]
[DRAFT — ATTORNEY REVIEW REQUIRED BEFORE PUBLISHING.] This document is a starter draft prepared to save time during legal review. It is not a substitute for advice from a licensed attorney. Before publishing this to your website, have an attorney familiar with online commerce and FTC marketing regulations review and customize as appropriate. Review is especially important because this document addresses specific dollar-figure testimonials that appear on your website.
Please Read This Carefully
The AWESOMENESS Group ("we," "us," or "our") provides marketing and business development programs to professionals in the financial services industry, including The Go-To Expert Authority System™. This Earnings Disclaimer applies to all information on our website (www.TheGoToExpert.com), in our marketing materials, in our programs, and in any communications with us.
1. No Guarantee of Income or Results
We make no guarantees, promises, or representations that you will achieve any specific level of income, revenue, client acquisition, or business results from using our programs, systems, or Services.
Your results depend on many factors we do not control, including but not limited to:
- Your current business situation, years of experience, and existing client base
- The time, effort, consistency, and skill you apply to the program
- Your niche, market conditions, and competitive landscape
- Your execution of the marketing systems we provide
- Your firm's compliance policies and restrictions
- Economic conditions, industry trends, and regulatory changes
- Factors beyond our control
Success in any business requires hard work, skill, persistence, and other factors unique to each individual. We cannot and do not guarantee your results.
2. Testimonials and Case Studies
Any testimonials, case studies, income figures, or examples presented on our website or in our marketing materials (including but not limited to quotes from "William S.," "Jeff M.," "Ed S.," or any named or unnamed clients, as well as case studies such as those featuring Bruce Smith) reflect the actual experiences of specific individuals.
These results are not typical. The individuals who provided these testimonials:
- Are experienced financial services professionals
- Applied substantial effort and expertise to the programs
- Achieved results under their specific business circumstances
- May have benefited from existing client relationships, industry experience, and market positioning that other program participants may not have
You should not expect or assume you will achieve similar results. Your results may be better, worse, or entirely different.
3. Income and Revenue Claims
Any specific dollar amounts, revenue figures, or performance metrics referenced on our website or in our materials — including but not limited to statements about commissions earned, assets under management, weekly asset flow, or cumulative revenue figures — represent the documented experiences of specific individuals or businesses. These figures:
- Are not promises of what you will earn or achieve
- Do not represent average or typical results
- Are shared for illustrative and inspirational purposes only
- May not be verifiable without additional documentation
4. Your Business is Your Responsibility
Operating a financial advisory practice or any business involves risk. Before making any business decisions, including purchasing our programs, you should:
- Conduct your own due diligence
- Consult with qualified professionals, including attorneys, accountants, and financial advisors
- Evaluate your own ability to execute on the strategies we teach
- Consider your firm's compliance requirements and any restrictions on marketing activities
- Make decisions based on your own judgment, circumstances, and risk tolerance
5. We Are a Marketing Vendor, Not a Financial Professional
The AWESOMENESS Group is a vendor of marketing and business development systems. We are not:
- A broker-dealer, registered investment adviser, or financial planner
- A legal, tax, accounting, or compliance advisor
- Responsible for the regulatory compliance of your professional practice
Nothing on our website or in our programs constitutes financial, investment, legal, tax, or compliance advice. You are solely responsible for your professional practice and its compliance with all applicable laws and regulations, including those imposed by FINRA, the SEC, your state insurance department, your broker-dealer, your RIA, or any other regulatory body.
6. Compliance Department Approval
We provide the Go-To Expert Authority System™ Compliance Guarantee, under which we refund your purchase in full if your firm's compliance department does not approve your use of the program. This guarantee is detailed in our Terms of Use. However:
- Compliance approval does not guarantee business results
- Compliance approval is between you and your firm; we do not negotiate with, represent, or advise your compliance department
- The guarantee does not extend to results, outcomes, or regulatory issues that may arise after compliance approval is granted
7. Forward-Looking Statements
Any statements about future results, market trends, or the future of AI in financial services are forward-looking statements based on our current views and assumptions. Actual future events and conditions may differ materially. We make no warranty that any forward-looking statement will prove accurate.
8. Third-Party Content
Our programs and materials may reference, link to, or rely on third-party platforms, tools, or services (including AI systems, video hosting, social media platforms, and email services). We do not control these third parties. Their performance, pricing, availability, and policies may change without notice and may affect your results.
9. No Endorsement of Your Use
Nothing on our website or in our programs constitutes an endorsement of your use of our materials in any specific manner. You are responsible for ensuring that your use of our programs is lawful, compliant with your firm's policies, and appropriate for your audience.
10. Acceptance of Risk
By purchasing our programs or using our Services, you acknowledge and accept that:
- You understand results vary and are not guaranteed
- You have not relied on any specific income claim in making your purchase decision
- You accept full responsibility for your business decisions and outcomes
- You release The AWESOMENESS Group from any liability for results or outcomes you may or may not achieve
11. Contact Us
If you have questions about this Earnings Disclaimer:
The AWESOMENESS Group
[INSERT STREET ADDRESS]
Rancho Mirage, CA [INSERT ZIP]
Phone (Toll-Free): 855-AWESOME (855-293-7663)
Phone (Local): 760-808-3804
Email: [INSERT EMAIL]