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Advisor ReadyBook the audit

Terms of Service

Effective November 9, 2026

Advisor Ready is an automation service operated by Daniel Lubin in Dallas, Texas. In these terms, "Advisor Ready," "we" and "us" mean that business. These terms cover your use of this website. By using the site you agree to them. If you do not agree, please do not use the site.

1. What this site is

The site describes automation services for independent advisory firms and publishes articles on related topics. Advisor Ready is a technology service. It is not a registered investment adviser, broker-dealer, law firm or accounting firm.

Nothing on the site is investment, legal, tax or compliance advice. Our summaries of regulations are general information written by an engineer. Your compliance officer and your counsel decide how any rule applies to your firm.

2. Services are covered by a separate agreement

The audit, the builds and the care plan are provided only under a written agreement signed by both sides. If that agreement and these terms disagree, the agreement controls.

Prices on the site are our current fixed prices and can change before an agreement is signed. Timelines and the 14-day guarantee apply as written in your agreement. The 14 days are counted from the date you give us the access the build needs.

3. Examples and articles

The example run, the sample email and the sample documents shown on the site are illustrations. They are not client results and they are not a promise of any outcome. Articles are accurate to the best of our knowledge on the date shown and are not updated on a fixed schedule. Check current rules and vendor documentation before you rely on them.

4. Requesting an audit

The audit form sends your answers to us when you press the button. We use them to reply and to prepare for the call. Please do not include client information in the form.

5. Acceptable use

When you use the site, you agree not to:

  • use it for anything unlawful;
  • try to break, probe or overload it, or get around its security;
  • copy its content in bulk by automated means in a way that burdens the site; or
  • pretend to be someone else or misstate who you represent.

6. Ownership and other companies' names

The text, design and code of the site belong to Advisor Ready or its licensors. You may read it, link to it and quote short passages with credit. Please ask before republishing more than that.

Wealthbox, Redtail, Salesforce, Calendly and other product names belong to their owners. We mention them to describe what we work with. Advisor Ready is not affiliated with, sponsored by or endorsed by any of them.

7. Links to other sites

The site links to sources and tools we do not control. We are not responsible for their content or their privacy practices.

8. No warranties

The site is provided as is and as available. To the extent the law allows, we disclaim all warranties about the site, including implied warranties of merchantability, fitness for a particular purpose and non-infringement. We do not promise that the site will always be available or free of errors.

9. Limit of liability

To the extent the law allows, Advisor Ready is not liable for indirect, incidental, special, consequential or punitive damages arising from your use of the site. Our total liability for any claim about the site is limited to one hundred US dollars. This section does not limit liability under a signed services agreement, which has its own terms.

10. Governing law

Texas law governs these terms, without regard to its conflict of laws rules. Any dispute about the site will be heard in the state or federal courts located in Dallas County, Texas, and you agree to their jurisdiction.

11. Changes

We may update these terms. When we do, we will change the effective date at the top. Using the site after a change means you accept the updated terms.

12. Contact

Questions about these terms can go to daniel@advisorready.co. How we handle personal information is covered in the Privacy Policy.