Last Updated: March 17, 2026

1. Introduction

By accessing or using the Engaging Doctors website and related services (the “Site” and “Services”), you agree to these Terms of Service (“Terms”). If you do not agree to these Terms, you may not use the Services.

2. Services Provided

Engaging Doctors provides marketing, lead generation, and client acquisition services designed to help financial advisors connect with physicians and medical professionals.

Services may include, but are not limited to:

Digital marketing campaigns

Lead generation and prospect outreach

Landing pages, funnels, and CRM integrations

Marketing automation and follow-up systems

Engaging Doctors does not provide investment, legal, tax, or financial advice. All services are strictly marketing-related.

3. User Responsibilities
You are at least 18 years of age.

By using the Services, you agree that:

You are a licensed financial professional or authorized representative where required by law.

You are solely responsible for compliance with all applicable laws, regulations, and licensing requirements, including but not limited to SEC, FINRA, and state regulations.

You are responsible for all communications, advice, and recommendations provided to any leads or clients generated through the Services.

Any information you provide to Engaging Doctors is accurate and truthful to the best of your knowledge.

Engaging Doctors is not responsible for how you use leads, marketing materials, or any outcomes resulting from your business activities.

4. No Guarantee of Results

Engaging Doctors does not guarantee:

A specific number of leads

Conversion rates

Appointments, clients, or revenue

Business growth or profitability

Marketing performance can vary significantly based on factors outside of our control, including but not limited to market conditions, advisor experience, follow up processes, and offer structure.

5. Fees and Payment

Engaging Doctors provides services under agreed upon pricing structures, which may include:

Monthly service fees

Advertising spend paid directly by you or managed on your behalf

Setup or onboarding fees

You acknowledge that:

All fees are for marketing services only

Fees are owed regardless of lead conversion or business results

Advertising budgets are separate from service fees unless explicitly stated

All fees are non refundable unless otherwise agreed in writing.

6. SMS TEXT MESSAGING TERMS (MOBILE TERMS OF SERVICE)

6.1 Description of SMS Use Cases

If you opt in to receive text messages from us, we may send SMS messages for purposes including:

Appointment confirmations and reminders

Customer support and service updates

Notifications related to your account or use of the Services

Marketing or promotional messages if you have opted in

Message frequency may vary.

6.2 Opt Out Instructions

You may opt out of SMS communications at any time by replying STOP.

After opting out, you may receive a final confirmation message.

For assistance, reply HELP or contact us at:
[email protected]

6.3 Message and Data Rates

Message and data rates may apply. Please contact your wireless provider for details.

6.4 Carrier Liability Disclaimer

Carriers are not liable for delayed or undelivered messages.

6.5 Privacy Policy

Your privacy is important to us. Please review our Privacy Policy here:
https://go.engagingdoctors.com/privacy-policy-page

7. Disclaimer of Liability

Engaging Doctors provides marketing services only and makes no representations or warranties regarding:

The quality, intent, or financial status of leads

The success of any marketing campaign

The outcome of advisor client relationships

You agree that Engaging Doctors is not liable for:

Business decisions made using leads or marketing materials

Any financial, legal, or regulatory consequences resulting from your actions

Loss of revenue, profits, or business opportunities

8. Intellectual Property

All content, systems, strategies, and materials provided by Engaging Doctors, including but not limited to copy, designs, funnels, and automation, are the intellectual property of Engaging Doctors or its licensors.

You may not:

Copy, reproduce, or distribute materials without written permission

Resell or repurpose proprietary systems or content

9. Compliance Responsibility

You are solely responsible for ensuring that your use of the Services complies with all applicable financial services regulations, including:

Advertising rules

Recordkeeping requirements

Disclosure obligations

Engaging Doctors does not review or approve your compliance requirements unless explicitly agreed in writing.

10. Dispute Resolution

Any disputes arising out of or related to these Terms or the Services shall be resolved through binding arbitration in Washington, unless otherwise required by law.

11. Changes to Terms

We reserve the right to update these Terms at any time. Continued use of the Services after changes are posted constitutes your acceptance of the updated Terms.

12. Contact Information

For questions regarding these Terms, please contact:
[email protected]