Privacy Policy

Advisor Legacy (“we,” “our,” or “us”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you interact with our website, services, and communications.

1. Information We Collect

We collect the following types of information through our website, forms, and services:

• Personal Information: Name, email, phone number, job title, company name, location, and other contact details.

• Service-Related Data: Data submitted through forms including webinar registrations, consultation requests, service interests, and other qualifying data (e.g., years of experience, succession status, client AUM).

• Payment Information: For services purchased directly, we may collect billing address and payment details via secure third-party platforms like Stripe.

• Automated Information: IP address, browser type, device data, and website usage behavior via cookies and analytics tools.

2. How We Use Your Information

We use collected information to:

• Provide and manage our services, including valuations, coaching, succession planning, and webinars.

• Personalize content, email communications, and outreach based on your interests and interactions.

• Send transactional emails related to purchases, webinars, and consultations.

• Analyze website and service performance to improve user experience.

• Maintain internal records and fulfill legal obligations.

3. How We Share Information

We may share your data with:

• Internal Team Members: For service delivery, communication, and support purposes.

• Service Partners: Vetted third-party providers including legal, lending, and development partners.

• CRM and Marketing Tools: Such as HubSpot for workflows, segmentation, and email automation.

• Webinar & Meeting Tools: Like Zoom for hosting events and scheduling consultations.

We do not sell your personal data to third parties.

4. Your Choices

You can manage your preferences by:

• Unsubscribing from marketing emails using the link in our emails.

• Contacting us to update or delete your information.

• Adjusting your browser settings to manage cookies.

5. Data Security

We take reasonable measures to protect your data against unauthorized access, misuse, or disclosure. Access is limited to personnel and systems that require it for service delivery.

6. Data Retention

We retain personal information as long as necessary to fulfill the purposes outlined above, comply with legal requirements, and maintain business records.

7. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from minors.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with an updated effective date.

9. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Advisor Legacy
5440 Corporate Drive, Suite 205
Troy, MI 48098
info@advisorlegacy.com | 248.328.4100