Reliable Hands Digital
Client Engagement & Master Agreement

Terms of Service

Effective Date: September 22, 2026 | Last Updated: September 2026

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you or your business entity ("Client," "Advisor," or "User") and Reliable Hands Digital ("Company," "we," "us," or "our"). By accessing our website, submitting an inquiry, scheduling a consultation, or engaging our digital marketing services, you agree to be bound by these Terms.

2. Scope of Marketing Services

Reliable Hands Digital provides specialized growth marketing, lead acquisition funnels, local search engine optimization, paid advertising management, pipeline automation, and digital branding solutions exclusively for financial advisors, registered investment advisors (RIAs), and wealth management practices. Specific deliverables, fees, and campaign terms are defined in an individualized Statement of Work (SOW) executed between the parties.

3. Compliance & Regulatory Disclaimer

Important Regulatory Notice:

Reliable Hands Digital is a digital marketing agency and technology consultancy. We are NOT an SEC-registered investment advisor, broker-dealer, financial planner, or legal advisory firm. We do not provide investment advice, asset management, or securities recommendations.

The Client maintains ultimate responsibility for compliance with all relevant regulatory bodies, including but not limited to the U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), state securities regulators, and individual firm compliance protocols. All marketing materials, ad copy, and lead magnets must be submitted to Client's Chief Compliance Officer (CCO) or compliance department prior to public circulation if required by Client's regulatory framework.

4. Geographic Territory Exclusivity

Where an advisory partner contracts for exclusive market territory rights, Reliable Hands Digital agrees not to accept new direct competitors offering overlapping fiduciary services within the agreed designated metropolitan statistical area (MSA) during the active term of the client agreement.

5. Intellectual Property & Deliverables

Upon receipt of full payment for custom deliverables, the Client owns all custom creative assets, website copy, and branded landing pages produced specifically for Client's practice. Reliable Hands Digital retains ownership of its proprietary methodologies, software templates, funnel architectures, and analytical frameworks.

6. Client Obligations & Warranties

The Client agrees to:

  • Provide accurate, truthful representations regarding qualifications, licensing, and credentials (e.g., CFP®, CFA, ChFC® designations).
  • Respond promptly to lead inquiries generated through the marketing funnel in a professional manner.
  • Review and sign off on advertising copy and public-facing content.

7. Limitation of Liability

To the fullest extent permitted by applicable law, in no event shall Reliable Hands Digital, its directors, employees, or partners be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, AUM attrition, or goodwill, arising out of or in connection with the marketing services provided.

8. Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law principles. Any dispute arising under these Terms shall be resolved through binding confidential arbitration.

9. Contact Information

For inquiries regarding these Terms or our master service agreements, please contact:

Reliable Hands Digital

Legal & Contracting Department

Wall Street Financial District, New York, NY 10005

Email: anthony@reliablehandsdigital.org

Phone: (336) 269-1256