Terms and Conditions
Client Acquisition Academy Plus (CAA+)
Effective Date: January 1, 2025
Last Updated: September 20, 2025
Welcome to Client Acquisition Academy (“CAA,” “CAA+,” “we,” “our,” or “us”). By enrolling in CAA+, accessing our website, or using our services, you agree to these Terms and Conditions. Please read them carefully.
1. Program Overview
Client Acquisition Academy Plus (“CAA+”) is a paid coaching and support program for financial advisors and professionals seeking to improve client acquisition, prospecting conversations, and consistency.
CAA+ is offered in two formats:
CAA+ Accelerator, a structured 90-day coaching program
CAA+ Momentum, an ongoing monthly coaching membership
The Accelerator and Momentum programs differ in structure, duration, and level of support. Participation in CAA+ does not guarantee specific results.
2. Eligibility
You must be at least 18 years of age to participate in CAA+. By enrolling, you confirm that you meet this requirement.
3. CAA+ Accelerator (90-Day Program)
Accelerator Term
The CAA+ Accelerator is a 90-day program beginning on the date of enrollment.
Accelerator fees are billed upfront or according to an agreed-upon payment plan.
All Accelerator fees are non-refundable, unless otherwise stated in writing.
Services Included During the Accelerator
During the 90-day Accelerator term, participants may receive:
A kickoff strategy session to review current prospecting approach, pipeline, and messaging
Weekly live group coaching calls
One-on-one coaching sessions, scheduled as determined and mutually agreed upon by CAA and the advisor
Feedback on discovery calls, talk tracks, and messaging
Access to CAA training resources, scripts, frameworks, templates, and recorded content
Accountability, guidance, and execution support
Access to the private CAA+ community
Specific delivery, scheduling, and scope of services may vary based on program needs and advisor participation.
4. Automatic Transition to Momentum Membership
Automatic Enrollment
At the conclusion of the 90-day Accelerator term, your membership will automatically transition into the CAA+ Momentum monthly subscription, unless cancelled prior to the end of the Accelerator term.
By enrolling in the Accelerator, you expressly authorize CAA to:
Automatically enroll you in Momentum following the Accelerator
Automatically charge your payment method on file for the Momentum membership at the then-current monthly rate
Momentum Billing
Momentum is billed on a recurring monthly basis
Billing will continue until cancelled in accordance with the cancellation policy
Cancellation of Momentum does not affect fees already paid for the Accelerator
You are responsible for cancelling the Momentum membership if you do not wish to continue beyond the Accelerator.
5. CAA+ Momentum Membership (Monthly)
Services Included in Momentum
Momentum members receive:
Weekly live group coaching calls
Continued access to CAA training resources, scripts, templates, and recordings
Continued access to the private CAA+ community
Ongoing coaching and accountability support
Momentum is designed for ongoing improvement and consistency. It does not include a formal kickoff or guaranteed one-on-one sessions unless explicitly stated.
6. Cancellation Policy
Momentum membership may be cancelled at any time prior to the next billing cycle.
Cancellation must be completed through the method provided at checkout or by contacting support at [email protected].
No refunds are issued for partial billing periods.
Accelerator fees are non-refundable and not affected by Momentum cancellation.
7. Use of Services
You agree to use CAA+ services for personal and professional development purposes only. You may not:
Reproduce, distribute, or resell program materials without written permission
Share login credentials with non-members
Engage in disruptive, abusive, or inappropriate behavior
Use services for unlawful or unauthorized purposes
CAA reserves the right to remove participants who violate these standards.
8. Intellectual Property
All materials provided through CAA+ including training content, scripts, templates, frameworks, recordings, logos, and branding are the exclusive property of Client Acquisition Academy.
Unauthorized copying, sharing, distribution, or resale is strictly prohibited.
9. Disclaimers
CAA+ provides coaching and education only. We do not provide financial, legal, tax, or compliance advice.
No guarantees are made regarding income, revenue, client acquisition, or results. Outcomes depend on individual effort, market conditions, and implementation.
10. Limitation of Liability
To the fullest extent permitted by law, CAA shall not be liable for any direct, indirect, incidental, or consequential damages arising from participation in CAA+ or use of its services.
11. Suspension or Termination
CAA reserves the right to suspend or terminate access to CAA+ for non-payment, misuse, or behavior that disrupts the community.
Termination does not relieve you of responsibility for outstanding fees incurred prior to termination.
12. SMS Messaging Terms
If you opt in to SMS communications, you may receive messages related to coaching reminders, community updates, and program information.
You may cancel SMS at any time by texting STOP. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
For assistance, reply HELP or contact [email protected].
13. Governing Law
These Terms and Conditions are governed by and construed in accordance with the laws of the Province of Ontario and applicable federal laws of Canada.
14. Changes to Terms
CAA may update these Terms and Conditions from time to time. Updates will be posted with a revised “Last Updated” date. Continued participation constitutes acceptance of the updated terms.
15. Contact Information
Client Acquisition Academy
Email: [email protected]
Phone: +1 (647) 691-8555
Website: www.clientacquisition-academy.com