Trusted Advisor Network Agreement

Below is the official TAN agreement, upon completing and initialing the below agreement both parties will receive receive a pdf version to keep.

  • Specification Sheet: Exactly What You Get As A TAN Member

    The Specification Sheet below defines and lists the TAN Program Material and Intellectual Property referred to later in this Agreement. This includes all financial Rights and Obligations to use the TAN System. If any of these items are unclear either now or once you join TAN, please refer to the Licensor immediately.
  • What’s Included...

    • Initial Launch Training Intensive for operating TAN Coaching/Consulting Business System:
    • Initial Term of Licence (Starting from completion of Launch period) - 24M then UFN
    • On-line Marketing with Website including Email address
    • Exclusive Software (incl Optimiser, Plan Builder, Task Manager, Review, Dashboard) $50m per client
    • Demo Software for use with Prospects to determine ongoing fee engagement
    • 2 Conferences Provided per Year @ $280/ conference (attendance is required for ongoing training)
    • TAN Webinar Support Package (weekly training webinar on Mondays)
    • Firm Owners Training and Support Package
    • TAN Members Only Facebook Group
    • Red Carpet Pipeline Sales System including all Proprietary Models
    • Leader Program Formats including 1-on-1 and Group Sessions (DISC Profiles provided @ $75 each, you deliver Leader Programs @ $295+)
    • The Vault On-line Resource with Videos, Coach and Client Resources
    • Presentation Workshops for Marketing and JV Events
    • Launch Set-Up including Website, Facebook Page, Business Cards & Marketing Collateral ($950)
    • Ongoing Monthly Licence Fee to Operate TAN System for Term of Licence (24 months minimum) $2475 + GST in local currency

  • Specification Sheet: Exactly What You Get As A TLBN Local Director

    The following table outlines the list of inclusions to operate as a TLBN Local Director. This is part of your TAN Licence that gives you the rights to the Group Coaching Program Material that makes up the format for running the TLBN Chapter within the Area that you are being appointed to.
  • What’s Included...

    • Area with a Local Community of 7,000+ Businesses incl TLBN name & brand
    • Social Media Setup Including Branding
    • Professional Management of Customised Facebook Page incl Event Management
    • usiness Cards and Referral System
    • TLBN Group Coaching System incl Branding and Graphics
    • Continuity Group Coaching Program Format with Full Calendar & 12 months content
    • TLBN ClassRoom, BoardRoom, WorkRoom formats incl Slide Decks & Workbooks
    • Full Training and Access to Resources in TLBN on-line Vault available on Full Membership
    • Upgrade System to Convert TLBN Group Clients into TLBN Premium Program
    • TLBN Premium Program with Workbook and Slide Decks
    • Upgrade System from Group Coaching to 1:1 Premium Client Program
    • Integration between Facebook and Eventbrite Event Promotions Website
    • Associated Printing of Marketing Collateral
    • TLBN Group Client Income: Revenue Share (Us/You) $75/$420+
    • TLBN Premium Client Income: Revenue Share (Us/You) $75/$920+ GST in local currency

  • The Trusted Advisor Network (TAN)

    Local Director: Licence Agreement

    By signing where indicated, you irrevocably agree that if the Trusted Advisor Network Pty Ltd in Australia and Trusted Advisor Network Ltd in NZ (the “Company” or “we/us/our”) approves your Application to operate as a Licensee, then this Licence Agreement (the “Agreement” or “TAN Licence”) automatically becomes a binding contract between the Licensee (“you/your”) and the Company, and applies to your use of the TAN Licence to operate as a Business Advisor/Local Director within the Locality confirmed in writing via email by us upon signing of this Agreement (“Approved Area” or “Area”). The Company and the Licensee are the Parties referred to in this Agreement. Each Area will have no more than two Local Director’s, unless you obtain consent from us to recruit other Licensees to operate in your Area (known as a “Firm”). This Agreement is for a single Licence only. By signing where indicated, you acknowledge that you have read, agree to and accept all terms and conditions contained in this Agreement. From the date of acceptance as a TAN Licensee, we will provide you with an Area (confirmed to you in writing via email at the direction of the Company) and the Program, and remain the rightful owner of its copyright, know-how, show-how, any patents, website content, structure and data, Company domain names, software processes & calculations, third party contact lists, manuals & materials (including web videos), Company branding (including all trade marks and copyright material), social media content and/or pages, presentation material (including all PowerPoints/Slide Decks and Workbooks and/or Worksheets), marketing materials (both printed and on-line), Group Coaching meeting formats and their associated terminology (including but not limited to ClassRoom, BoardRoom and WorkRoom), and any other intellectual property rights (the “Intellectual Property” and/or “Program”). By completing the Application and signing where indicated, you agree to complete a Bank Transfer to the amount as per terms noted on Page 7 of the Agreement, for the One-Off Set-Up referred to as the “Establishment Fee”. The Establishment Fee is a one-off fee to initiate the Launch period, which provides access to the TAN Network, Program Material, Intellectual Property, Training Systems, weekly Webinars, the TAN Vault, initial branding regarding TLBN, TLBN Facebook Page, website, email addresses, business cards, associated marketing collateral and booking into the 4-Day Training Intensive. This payment builds your branding profile to launch your new role as a Local Director in your chosen Area. Payment of the Establishment Fee triggers the commencement of the “Launch Period”. The Launch Period is defined as the time commencing from the date of signing this Agreement, up to and including the 4-Day Training Intensive (detailed on Page 7 of this Agreement) and concludes 90 days after the 4-Day Training Intensive completes. Upon signing this Agreement we will work with you at no cost during the ”Launch Period”. The intention of both Parties is to work together until you sign a Premium 1-on-1 client, at which point you may decide to continue together by joining with Full TAN Membership (with its associated ongoing membership fees). Therefore, at the completion of the Launch Period the Licensee has the option to: A) Commence with Full TAN Membership, or... B) Terminate the Agreement and cease operating under TAN and it’s systems (and comply with all parts of this Agreement that survive termination), or... C) Extend the Launch Period in lieu of joining TAN with Full Membership if you are yet to sign your first Premium 1-on-1 Client (subject to agreement by us). Upon termination, there are no further payment obligations to us. The Licensee is required to nominate in writing (via email) their intention regarding Option A,B or C (above) any time up to the completion of the Launch Period. Upon your selection of Option A, you agree to ongoing payments to our nominated bank account via the Company’s nominated payment gateway (PaySmart) subject to the Company approving your Application to operate the Licence as a Full Member (according to the dates and financial obligations detailed on Page 7 of this Agreement). To ensure continuity of access to the Program, all monthly payments must be set up as “Until Further Notice” (UFN). Full TAN Membership allows members to access to all client-facing Intellectual Property and Program Material including but not limited to TAN proprietary software, all Group Coaching program material, all 1-on-1 Program Material, all rights to build a Firm in your Area, additional printed marketing collateral (e.g. pull-up signs for launching your Group Coaching program etc), additional prospecting and nurturing systems together with any other systems, programs and/or opportunities that we develop and make available. The initial TAN Membership Term is 24 x Monthly Payments from the commencement of Full TAN Membership, following the Launch Period. Once you have Full TAN Membership, if you decide to terminate the Agreement for any reason, you will give the Company a 30-day notice period in writing providing the term of your Licence has elapsed (“Term”). Furthermore, you agree that if you are accepted as a Licensee, you are responsible for full payment of the fees for the entire Term of the Licence (24 monthly payments), regardless of whether you actually use the Program or not. To further clarify, no refunds will be issued, no payments will be waived and all monthly payments must be paid on a timely basis. Upon termination, you will return all of the Company’s Intellectual Property (e.g. branded marketing collateral) to the Company and delete all electronic files either originated or modified from the Company’s Intellectual Property stored on your computer and/or device and your rights to operate any part of the Program or use any of the Intellectual Property under this Agreement will cease immediately. The sole exception for early termination is the Licensee suffering ill health or extenuating physical circumstances thereby being unable to service clients. In such an event, the Licensee must seek relief from us to pause or terminate their membership that we cannot unreasonably withhold.
  • Terms & Conditions continued...

    Your Area will determine the name of your Group Coaching Chapter (“The Local Business Network ”) and will be approved by the Company and confirmed in writing (via email) subject to availability and after discussion with you. You will operate your Chapter as the appointed “Local Director”. The Area provided by the Company will contain a minimum of 7,000 businesses. The purpose of the Area is merely to have a local focus for Direct Marketing purposes. Direct Marketing refers to all activities to generate leads to either attend presentations promoted or presented by the Licensor or to provide a Business Feature to promote local businesses on the Company supplied social media platform. It is noted and agreed that due to the nature of both on-line and off-line marketing activities that fall outside of Direct Marketing, it is impossible to prevent leads being acquired that may be located outside the Approved Area (such as from referrals and/or joint venture leads etc). Therefore, all TAN Licencees are entitled to sign up clients from any location at any time regardless of their approved Area. However, if any lead results in a dispute between or amongst Licensees, the dispute should be resolved by the Licensees concerned without intervention from us. All we ask is for common courtesy to prevail in the event of any such dispute. The Company will offer resolution as a last resort in the event that the Licensees are unable to reach an agreeable outcome and our decision will be final. The Licence granted by us is for a non-transferable right to operate as a Business Advisor/Local Director a single (one) The Local Business Network (TLBN) Chapter, to use its Intellectual Property and offer membership and advisory services to business owners local to the Approved Area. However, additional Chapters may be granted by us at our sole discretion. The Licensee cannot grant these rights to any other party. We reserve the right to make reasonable changes from time to time to the Program with the intention of providing the best experience possible for Licensees, their clients & TLBN Members. If the Licensee terminates the Agreement then the Company has the right to replace the Licensee as Local Director of their TLBN Chapter. This provision is to ensure TLBN Members continue to receive the Program they have purchased. The Licensee has no claim to ownership of the Chapter as a result of their termination and may not induce any past or present members of any TLBN Chapter to join an alternative group that would compete in any way with TLBN. Furthermore, the Licensee may not set up, continue to operate or establish a group of business owners whether for coaching or networking purposes for a period of 12 months following termination. However, the Licensee is entitled to continue to coach clients on an individual basis that have been gained while operating under this Agreement. In the case of a breach of any Terms & Conditions of this Agreement or a dispute between the parties that cannot be resolved by mutual agreement, we will seek mediation. To date, we have never had a dispute that has escalated. However, to protect the culture of our organisation we need to have provision if this ever was to happen. Therefore, neither Party to this Agreement may start arbitration or court proceedings for any dispute arising from this Agreement without first notifying each other (giving details of the dispute) and making every attempt to resolve the dispute amicably in the first instance. If the Parties are unable to resolve the dispute within 21 days of notification, a mediator may be appointed. If the Parties don’t agree on the mediator, one will be appointed by a neutral legal entity according to local bylaws. The role of any mediator is to assist in negotiating a resolution of the dispute. A mediator may not make a binding decision that has not been agreed to by both Parties in writing. All matters arising from mediation, arbitration or court proceedings must be kept confidential and neither Party may discuss, disclose or comment on any such matters on-line nor off-line. Each Party will bear their own costs involved with settling a dispute and both Parties must bear equally any costs associated with engaging a mediator. The Company will provide the Licensee with a Facebook page for marketing purposes. In addition, we will exclusively set up, manage and maintain a website and all associated social media pages to promote, inform and communicate with prospective and existing clients and/or members. Further to any marketing initiatives, the Local Director will be required to do additional canvassing and/or presentations at the initial launch of the Chapter and for the ongoing growth of your Premium Clients and Chapter Members. All printed material that carries the TLBN logo will be supplied by us including business cards, table cards and pull-up stands etc. We reserve the right to invest membership fees into marketing programs that are deemed as best for growth of the Chapter to optimise the postcode(s) in your Area. At all times both the Company and the Licensee will engage in activities that support the growth of the TLBN Chapter. The Company will own, manage and operate a database of business owner contacts (“Contacts”) collected via the TLBN Facebook site and/or any CRM system with the purpose of group marketing and/or communication with the Contacts. This does not prevent the Licencee being able to market to those contacts that they have collected details for. All nurturing of Contacts will be undertaken by a combination of the Company and the Local Director to ensure effective promotion of events and delivery of the Program being operated in the Area. All other operating costs associated with TLBN membership apart from Company designed printed marketing materials containing TLBN branding will be supplied by you including A4 workbooks printed for the ClassRoom, BoardRoom and WorkRoom(or any other formats or Workbooks/Worksheet determined by us). Licensees are responsible for their own use of the resources that are provided as part of the Program. We are not responsible to you or any third party for any liability whatsoever (including but not limited to any financial liability) resulting from either being a member of, or operating a TLBN Chapter or from providing any services to Premium 1-on-1 clients. The rights to operate a TLBN Chapter may be lost in the event that the Licensee does not launch their group within 12 months of Full TAN Membership (minimum of 5 Members). The loss of such rights is at the sole discretion of the Company and can only be done after consultation and every effort to assist the Licensee to successfully launch their Chapter.
  • Terms & Conditions continued...

    As Local Director, you’ll share with the Company the first $75 per group coaching client per month of the coaching/membership fees with the residual retained by the Licensee (e.g. the remaining $420 if TLBN Group membership is $495 or $920 if TLBN Premium membership). This allows for any additional fee charged by the Licensee to operate TLBN Premium formats to be at your discretion and advantage. The fee paid to the Company provides the Licensee with all ongoing services such as managing the social media platform, ongoing printing needs for the group, event marketing and graphics etc. Venue costs are payable from the Local Director’s portion of the fee. Also, printed workbooks (that are able to be printed through a standard A4 printer) for ClassRoom, BoardRoom or WorkRoomformats and any other AV costs are likewise payable by the Local Director. Additional fees levied to members of the TLBN Chapter for such expenses as food and beverage can be determined by the Local Director (although breakfast is not a recommended option). The Licence Agreement includes standard website, web assets and social media platform as presented. Any variations required will be charged at best available rate (standard rate $60 +GST per hour). By signing where indicated, you agree that the Company may, at its discretion, terminate this agreement and limit, suspend, or terminate your Licence to Operate the Program without refund or forgiveness of remaining monthly payments if you use or modify the Program without approval from the Company, or if you impair the participation of Program instructors or other participants/Licensees in the Program or breech this Agreement in any way that cannot first be settled by discussion and/or mediation. By signing overleaf, you agree (1) not to infringe any the Company’s Intellectual Property rights, (2) you agree not to disclose such information to any other person or use it in any manner other than in discussion with other Program participants during Program sessions. (3) You agree that the Company’s Intellectual Property can only be used between you and your prospective clients, and it cannot be shown to any third party who may be in competition with the Company. (4) Any Intellectual Property which relates to the website data and/or software cannot be tampered with or reverse engineered by you or any third party, (5) You agree that you will not during the Agreement or after it use or teach the sales technique (including but not limited to all proprietary educational Models) to any other party. By signing overleaf, you further agree that (6) all information provided to you by the Company is confidential and the Intellectual Property of the Company may only be used by you as authorized by the Company, and (7) the reproduction, distribution and sale of the Intellectual Property by anyone but the Company is strictly prohibited. Further, by signing where indicated, you agree that, if you violate, or display any likelihood of violating, any of your agreements contained in this paragraph, the Company and/or any other Program participant(s) will be entitled to injunctive relief to prohibit any such violations to protect against the harm of such violations. If you are a First Time Coach, you have the right to terminate this Agreement at the end of the first 6 months of Full TAN Membership Payments (called “the Parachute Clause”). Initial Page: _________ If you wish to enact the Parachute Clause, you must give one month’s notice and pay a “Termination Fee” equivalent to one month of Licence fees in order to terminate your agreement. In addition, you must have any outstanding payments owned to the Company fully settled. The Parachute Clause is only available to First Time Coaches to prevent existing coaches from entering our network for the minimum period of 6 months, and then terminating their agreement having been exposed to all the Company’s Intellectual Property. Likewise, if you have indicated that you are a First Time Coach (overleaf) and wish to enact the Parachute Clause, then you agree to a Restraint of Trade (“ROT”) in the Business Advisory industry for a period of 12 months after the date of Termination. To be clear, there cannot be any coaching, consulting or advisory services sold, or commencement or initiation or continuation of any Group Coaching Program, or networking format or variation of the Company’s networking or coaching formats or any Program material whatsoever that are part of the Company’s Intellectual Property, by a Licensee who has terminated their agreement under the Parachute Clause. The sole exception to the ROT is for services/clients that were part of your income prior to signing the Agreement. If a Licensee who has terminated is found to be in breach of their ROT, the Company will be entitled to injunctive relief with all legal costs payable by the Licensee. We have made every effort to accurately represent the Program and its potential. Any testimonials and examples used are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on many factors, including his or her background, dedication, desire, and motivation. By signing where indicated, you acknowledge that as with any business venture, there is an inherent risk of loss of investment and there is no guarantee that you will earn any money as a result of your participation in the Program. You are responsible for your own use of the Program as provided. The Company is not responsible to you or any third party for any liability whatsoever resulting from your use of any part of the Program. By signing overleaf, you also acknowledge that you have represented to the Company that payment of your Program membership fees will not place a significant financial burden on you or your family. The Company is not qualified to provide legal, tax, accounting or financial advice, and the information provided to you by us is not intended as such. You should refer all legal, tax, accounting, and financially related inquires to appropriately qualified professionals.
  • TAN Licence Agreement

    I hereby agree to all the applicable terms and conditions of the TAN Licence Agreement
  • Payment Details

  • 4 Day Training Intensive Date: As Per TAN Calendar

    One-Off Set-Up Fee: Establishment Payment: $950 + GST

    Payment Methods: Direct Pay’t for Establishment Fee | Monthly Membership via Direct Debit

    Monthly Membership Local Director $2,475 + GST for minimum 24 months

    Monthly Licence Fee Start Date: Upon Signing First Premium Client

    Trusted Advisor Network P/L: BSB 014-527 Account # 4560 56491 (Australia)

    Trusted Advisor Network Ltd: Westpac 03 0406 0001994 00 (New Zealand)

  • Your Bank Account Details

    (for PaySmart Direct Debit for Monthly Membership)

  • * All Amounts above are ex GST
    Declaration: I hereby agree to all the applicable terms and conditions of the TAN Licence Agreement