At Evidence Based Advisor Marketing, LLC, we are committed to delivering high-quality consulting and marketing services with professionalism, transparency, and integrity. Our marketing services include search engine optimization, web design, and video production for financial advisors and estate planning attorneys. All payments are processed in U.S. Dollars (USD) through Stripe®. By engaging with Evidence Based Advisor Marketing, LLC and submitting payment via Stripe® in response to our invoicing through Dubsado, you acknowledge and agree to the terms of this Fulfillment Policy.
All services are provided virtually or digitally, and project timelines are mutually agreed upon prior to the start of any engagement. Once a service agreement is executed, we begin work as scheduled. Clients will receive clear communication on deliverables, timelines, and responsibilities throughout the engagement.
Clients may terminate our services at any time by providing written notice at least ten (10) days in advance. Work completed up to the termination date will be billed accordingly. No refunds will be issued for work already performed or delivered.
If a client wishes to modify or reschedule project timelines, we ask that requests be made in writing. We will do our best to accommodate changes based on availability and the nature of the engagement.
Our services are virtual and digital and may not be returned.
Evidence Based Advisor Marketing, LLC offers professional services customized to each Client. As such, our refund policy is as follows:
Scheduled Services such as SEO, Video Production, and Web Design: Refunds may be considered only if the service has not yet been delivered and cancellation occurs within the agreed timeframe.
Coaching:
All refund requests will be evaluated and refunded at our discretion.
If after repeated attempts by Evidence Based Advisor Marketing, LLC to begin service, continue service, or finalize the delivery of the Services, Client fails to participate, or becomes otherwise unresponsive to our requests and such continues for a period of thirty (30) days, the project will, at the option of Evidence Based Advisor Marketing, LLC, be abandoned, whereupon we may reduce any refund for the Services to the Client to zero, and Client hereby provides its agreement to such forfeiture of any amounts of the Fees that have been paid by the Client for the Services as purchased or as described in the original Work Order, wherever applicable.
By using our service, you agree to let us display the finished product on our website (or any other platforms) as our portfolio for marketing purposes.
Your payment information is handled securely and in accordance with our Privacy Policy.
If you are dissatisfied with the service provided to you and you are eligible for a refund under this Policy, you must send an email to dansolin@ebadvisormarketing.com stating your complaints and we will promptly evaluate your complaints. Refunds are issued at our discretion as they may be accepted or rejected.
For questions about our fulfillment policy or service terms, please contact us at:
Dan Solin
dansolin@ebadvisormarketing.com
(239) 949-1606
Business address: 16645 Calistoga Dr. Bonita Springs, FL 34135
We use SEO and other marketing strategies to create a steady flow of leads for financial advisors and estate planning attorneys
dansolin@ebadvisormarketing.com