Terms of Service
Last Updated: February 6, 2026
1. Acceptance of Terms
By accessing or using the website and services of The Gershman Group ("we," "us," or "our"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not access or use our website or services. We reserve the right to modify these Terms at any time, and your continued use of our services constitutes acceptance of any changes.
2. Description of Services
The Gershman Group is a boutique financial recruiting and consulting firm that provides career transition guidance and consulting services to financial advisors. Our website offers information about our services, thought leadership content (articles, podcasts, and videos), and contact capabilities. We do not provide investment advice, financial planning, or broker-dealer services. Our consulting is limited to career transition advisory services for financial professionals.
3. User Conduct
By using our website and services, you agree not to:
- Use our services for any unlawful purpose or in violation of any applicable laws or regulations.
- Provide false, misleading, or inaccurate information through any forms or communications.
- Interfere with or disrupt the operation of our website, servers, or networks.
- Attempt to gain unauthorized access to any portion of our website or systems.
- Use automated systems, bots, or scrapers to collect information from our website without written permission.
- Reproduce, distribute, or republish our content without prior written consent.
4. SMS and Email Communications
By providing your phone number and by opting in for SMS communication, you consent to receive SMS messages related to our services.
You may opt out of SMS or email communications at any time by following the unsubscribe instructions.
We do not sell SMS consent or share your mobile information with third parties for marketing purposes.
By submitting your contact information through our website, subscribing to our newsletter, or engaging with our services, you consent to receive communications from The Gershman Group, including:
- Email: Newsletters, industry insights, articles, event announcements, and information about our services.
- SMS/Text Messages: Consultation-related updates, appointment reminders, and content notifications. Standard messaging rates may apply. Message frequency varies.
- Phone: Follow-up calls related to consultation requests you have submitted.
You may opt out of marketing emails by clicking "Unsubscribe" in any email. You may opt out of SMS messages by replying STOP. Opting out of marketing communications does not affect transactional messages related to active consulting engagements.
Sharing of Information
We do not sell or rent your personal information.
We may share your data only in the following situations:
- With trusted partners or service providers who help us deliver our services.
- To comply with legal obligations or lawful requests from authorities.
- To protect our rights, safety, or property.
5. Intellectual Property
All content on this website, including but not limited to text, articles, graphics, logos, images, audio and video content, podcasts, and software, is the property of The Gershman Group or its content licensors and is protected by United States and international copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, display, or create derivative works from any content without our prior written consent.
6. Third-Party Links and Content
Our website may contain links to third-party websites, articles, or resources. These links are provided for your convenience and do not imply endorsement or affiliation. We are not responsible for the content, privacy practices, or availability of any third-party websites. Your interaction with third-party sites is governed by their respective terms and policies.
7. Disclaimer of Warranties
Our website and services are provided "as is" and "as available" without warranties of any kind, either express or implied. We do not warrant that our website will be uninterrupted, error-free, or free of viruses or other harmful components. We make no guarantees regarding specific career outcomes, compensation levels, or transition results. Past advisor transitions and results referenced on our website are not guarantees of future outcomes. Each advisor's situation is unique, and results may vary.
8. Limitation of Liability
To the fullest extent permitted by law, The Gershman Group, its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our website or services, including but not limited to loss of revenue, business opportunities, or data, regardless of whether we have been advised of the possibility of such damages.
9. Confidentiality
We understand the sensitive nature of career transitions for financial advisors. Information shared with us during consultations is treated as confidential. We will not disclose your identity, transition plans, or financial details to third parties without your express consent, except as required by law.
10. Indemnification
You agree to indemnify, defend, and hold harmless The Gershman Group and its affiliates, officers, directors, employees, and agents from any claims, losses, damages, liabilities, costs, or expenses (including reasonable attorneys' fees) arising out of your use of our website or services, your violation of these Terms, or your violation of any rights of a third party.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising from these Terms or your use of our services shall be resolved in the state or federal courts located in San Francisco, California.
12. Privacy
Your use of our website and services is also governed by our Privacy Policy, which describes how we collect, use, and protect your personal information, including through the use of tracking pixels, cookies, and other technologies.
13. Termination
We reserve the right to suspend or terminate your access to our website or services at any time, without notice, for any reason, including violation of these Terms. Upon termination, all provisions of these Terms that by their nature should survive will remain in effect.
14. Contact Us
If you have questions about these Terms of Service, please contact us: