Privacy Policy

This Privacy Policy applies to information collected through:

• Our Website and landing pages
• Application, contact, and qualification forms
• Strategy calls, sales calls, onboarding sessions, and client meetings
• Email, telephone, video conferencing, and other communications
• YouTube channel strategy, content production, publishing, and optimization services
• Advertising, analytics, customer relationship management, and marketing platforms used by us;
• Other interactions with Advisor Growth Engine

A separate service agreement may govern information we process while delivering paid Services to a client. If that agreement contains additional confidentiality or data-handling obligations, those obligations supplement this Privacy Policy.

The information we collect depends on how you interact with us.

A. Application and Contact Information

When you submit an application, request information, or communicate with us, we may collect:

• First and last name
• Email address
• Telephone number
• Business or firm name
• Job title or professional role
• Business location
• Information about your financial advisory practice
• Practice niche or target clientele
• Approximate assets under management range
• Expected timeline for beginning YouTube marketing
• Information included in notes, application responses, emails, or messages;
• Any other information you voluntarily provide

B. Business and Client Information

When delivering Services, we may collect or access:

• Brand guidelines, logos, photographs, and marketing assets
• Website and social-media information
• YouTube channel information and channel permissions
• Content plans, scripts, recordings, raw video, edited video, thumbnails, and related materials
• Business goals, target-market descriptions, service offerings, and positioning information
• Performance data and analytics relating to content, campaigns, websites, and marketing funnels
• Feedback, approvals, revision requests, and project communications;
• Information reasonably necessary to provide the Services

Clients should provide access through delegated permissions whenever available. Clients should not send passwords through unsecured communications.

C. Technical, Device, and Usage Information

When you visit the Website, we and our service providers may automatically collect:

• Internet Protocol address
• Browser type and version
• Device type and operating system
• Approximate location derived from an IP address
• Pages visited and time spent on the Website
• Links, buttons, forms, and videos with which you interact
• Referring website or source
• Website URL and landing page
• Date and time of access
• Cookie identifiers and advertising identifiers
• UTM source, medium, campaign, content, and similar attribution information;
• Other diagnostic, analytics, and usage information

D. Communications and Recordings

We may retain emails, messages, support requests, call notes, and other communications.

Sales calls, strategy calls, onboarding meetings, or client meetings may be recorded when notice is provided and when permitted by applicable law. Recordings may be used for service delivery, documentation, quality control, training, and dispute resolution.

You may ask whether a call is being recorded before participating.

E. Payment and Transaction Information

If you purchase Services, payment information may be processed by a third-party payment processor.

We generally do not directly store complete credit-card or bank-account credentials. We may receive transaction information such as the amount paid, date of payment, payment status, billing name, billing address, and the last digits of a payment method.

F. Information From Third Parties

We may receive information from:

• Advertising platforms
• Social-media and professional-networking platforms
• YouTube and Google services
• Analytics providers
• Customer relationship management platforms
• Scheduling and video-conferencing providers
• Referral partners
• Publicly available business sources;
• Other parties acting at your direction

Advisor Growth Engine provides marketing services to financial professionals. We do not need and do not request sensitive information belonging to your advisory clients.

You should not submit:

• Social Security numbers
• Government identification numbers
• Financial-account numbers
• Securities-account information
• Login passwords
• Medical information
• Nonpublic personal information about an advisory client
• Confidential client files
• Information subject to Regulation S-P or similar financial-privacy obligations;
• Any information you are not legally authorized to disclose

You are responsible for removing or anonymizing client information before providing documents, recordings, examples, or other materials to us.

We may use personal information to:

• Review and respond to applications
• Determine whether a business may be a fit for our Services
• Schedule and conduct calls or meetings
• Communicate about applications, proposals, Services, and accounts
• Provide, administer, personalize, and improve the Services
• Develop YouTube strategy, scripts, videos, thumbnails, titles, descriptions, and marketing materials
• Manage client projects and obtain approvals
• Process payments and maintain transaction records
• Measure Website, video, funnel, and campaign performance
• Attribute leads and applications to advertising sources
• Conduct analytics and improve our Website and advertising
• Send service-related messages
• Send marketing communications where permitted by law
• Detect, prevent, and investigate fraud, misuse, security incidents, and unlawful activity
• Maintain records and enforce our agreements
• Protect our legal rights and the rights of others
• Comply with legal, accounting, tax, and regulatory requirements;
• Complete a merger, acquisition, financing, reorganization, or sale of business assets

We may use cookies, pixels, tags, scripts, local storage, and similar technologies.

These technologies may be provided by us or by third parties such as analytics providers, advertising platforms, hosting providers, customer relationship management systems, and video platforms.

They may be used for:

• Essential Website functionality
• Security and fraud prevention
• Remembering preferences
• Website and video analytics
• Measuring application submissions and conversions
• Advertising attribution
• Audience development
• Retargeting and interest-based advertising;
• Improving the Website and marketing campaigns

Advertising platforms may include LinkedIn, Meta, Google, YouTube, or similar services.

You may restrict cookies through your browser or through any cookie-preference tool we make available. Restricting cookies may affect Website functionality and may not eliminate all forms of tracking.

Where applicable law requires consent before using nonessential cookies, we will request that consent.

We may disclose information to the following categories of recipients.

A. Service Providers

We may use vendors that provide:

• Website hosting and infrastructure
• Form processing and customer relationship management
• Email and telephone communications
• Scheduling and video conferencing
• Payment processing
• Cloud storage
• Video hosting, editing, and production
• Analytics and conversion measurement
• Advertising and retargeting
• Cybersecurity
• Accounting, legal, insurance, and professional services;
• Other services necessary to operate our business

These providers may process information only as necessary to provide services to us or as otherwise permitted by their agreements and applicable law.

B. Advertising and Analytics Partners

We may disclose identifiers, device information, Website activity, conversion information, and advertising attribution data to advertising and analytics providers.

Depending on the jurisdiction, certain targeted-advertising disclosures may be considered “sharing” or “targeted advertising,” even when no money is exchanged for the information.

C. Legal and Safety Disclosures

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law, legal process, or governmental requests
• Enforce our agreements
• Investigate fraud, misconduct, or security issues
• Protect the rights, property, or safety of Advisor Growth Engine, our clients, Website users, or others;
• Establish, exercise, or defend legal claims

D. Business Transactions

Information may be disclosed in connection with a proposed or completed merger, acquisition, financing, restructuring, bankruptcy, sale of assets, or similar transaction.

E. At Your Direction

We may disclose information when you request, authorize, or direct us to do so.

We do not sell personal information in exchange for money.

Our use of advertising pixels, analytics services, or retargeting tools may be treated as a sale, sharing, or use for targeted advertising under certain privacy laws.

Where required by applicable law, eligible individuals may request to opt out of those activities by:

• Using the cookie or privacy controls provided on the Website;
• Contacting us at [email protected]

We will honor legally recognized browser-based opt-out signals where required by applicable law and where we are technically able to recognize them.

You may unsubscribe from marketing emails by using the unsubscribe link included in the message or by contacting us.

Even after you unsubscribe from marketing messages, we may continue sending nonmarketing messages relating to an application, transaction, account, project, legal notice, or existing business relationship.

Submitting a telephone number authorizes us to contact you regarding your inquiry or application. We will seek any additional consent required before sending automated marketing texts or placing automated or prerecorded marketing calls.

Consent to marketing communications is not a condition of purchasing Services unless expressly stated and legally permitted.

We retain information for only as long as reasonably necessary for the purposes described in this Privacy Policy.

Retention periods may depend on:

• The nature and sensitivity of the information
• The duration of our relationship with you
• Whether an application remains active
• The duration of a client project
• Legal, contractual, accounting, tax, or regulatory requirements
• The need to resolve disputes
• Applicable limitation periods;
• The need to establish, exercise, or defend legal claims

We may retain aggregated or de-identified information that no longer reasonably identifies an individual.

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no electronic transmission, platform, storage system, or security practice is completely secure. We cannot ensure absolute security.

You are responsible for using secure methods when sending confidential business information and for maintaining the security of your own accounts, devices, and credentials.

Depending on where you live and the laws that apply, you may have the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain information
• Request a copy of certain information
• Object to or restrict certain processing
• Withdraw consent when processing is based on consent
• Opt out of certain targeted advertising, sales, or sharing
• Appeal the denial of a privacy request where required;
• Avoid unlawful discrimination for exercising a privacy right

These rights are subject to applicable exceptions and limitations.

To submit a request, email [email protected] with the subject line “Privacy Request.”

We may request information necessary to verify your identity and authority to make the request. Authorized agents may be required to provide proof of authorization.

We will respond within the timeframe required by applicable law.

If the California Consumer Privacy Act or another California privacy law applies to us and to your information, California residents may have rights to request access, correction, or deletion and to opt out of certain sales, sharing, or targeted advertising.

The categories of information we may collect are described in Section 2. The business purposes for collection are described in Section 4. The categories of recipients are described in Section 6.

We do not use or disclose sensitive personal information for purposes requiring a right to limit under California law unless expressly disclosed otherwise.

California residents may submit a request by contacting [email protected].

Advisor Growth Engine is operated from the United States.

If you access the Services from another country, your information may be transferred to, stored in, and processed in the United States or another jurisdiction whose privacy laws may differ from those in your location.

Where required, we will use an appropriate legal mechanism for international transfers.

The Website may link to or integrate with third-party websites and platforms, including YouTube, Google, LinkedIn, Meta, scheduling providers, video-conferencing providers, payment processors, and social-media platforms.

We do not control the privacy practices of those parties. Their collection and use of information are governed by their own privacy notices and terms.

The Website and Services are intended for business professionals and are not directed to children under 18.

We do not knowingly collect personal information from children under 18. If we learn that we collected such information, we will take reasonable steps to delete it.

We may update this Privacy Policy periodically.

The updated version will be posted on the Website with a revised “Last Updated” date. If required by law, we will provide additional notice of material changes.

Questions, complaints, and privacy requests may be directed to:

Advisor Growth Engine

Operated by: RingMeUp LLC

Email: [email protected]

Website: https://advisor-growth-engine.com