Privacy Policy
Legal Entity: Advisor Guide Marketing · Website: www.advisorguide.com · Location: Ohio, United States
1. Who We Are
Advisor Guide Marketing ("we," "our," "us") provides backend CRM management, workflow automation, data reporting, and internal operational support services to U.S.-based financial advisors. We do not provide advertising services, external marketing campaigns, or consumer-facing outreach on behalf of clients. This Privacy Policy explains how we collect, use, and protect information from visitors to our website and from the advisors we serve.
2. What This Policy Covers
This policy applies to:
- •A. Information collected through www.advisorguide.com
- •B. Limited access we receive to client CRM systems for contracted backend services
This policy does not apply to data clients collect from their own customers. Clients are the data controllers; we act only as a data processor/service provider.
3. Information We Collect
A. Information You Provide
Name, email, phone, company name, and any information submitted via Growform, Jotform, or Webflow forms.
B. Automatically Collected Information
IP address, device type, browser details, usage data, pages viewed, session data. This is used only for analytics and performance, not advertising.
C. Client System Data
Contact records, workflow data, reporting data, tags, pipeline information, integration data (Zapier), and Power BI/Azure datasets. We do not use this data for our own business or share it externally.
4. How We Use Information
A. Website Visitors
- •Respond to inquiries
- •Schedule consultations
- •Send operational communications
- •Improve site performance
- •Internal analytics
B. Client Services
- •CRM configuration and maintenance
- •Automations and workflow updates
- •Reporting dashboards
- •Integration setup
- •Ongoing support
We do not run external marketing or outreach.
5. How We Share Information
We do not sell personal information. We use vendors such as:
- •ActiveCampaign, Growform, Webflow, Zapier, Power BI, Azure, WealthBox, Jotform
Information is shared only as necessary to provide services.
6. Cookies and Tracking
We use cookies for analytics, form tracking, and site performance. Users may disable cookies in their browser settings. No retargeting or ad-based tracking is performed.
7. Data Security
We use reasonable security safeguards including:
- •Role-based access
- •Multi-factor authentication
- •Encrypted storage via Azure/Power BI
- •Secure transfer protocols
- •Logging and access monitoring
8. Data Retention
We retain data only as long as needed for its purpose or required by law. Client CRM data is never stored outside their systems unless explicitly requested.
9. Your Rights
Visitors may request access, correction, deletion, or restriction of their personal data.
Contact: contact@advisorguidemarketing.com
10. International Access
Our website is accessible to EU users, but we serve U.S.-based clients only. All data is processed in the United States.
11. Data Processor Status
We act as a "Service Provider" under CCPA and a "Data Processor" under GDPR. We follow client instructions, do not use data for our own purposes, and do not retain client data after service termination.
12. Children's Privacy
We do not knowingly collect information from anyone under 18.
13. Changes to This Policy
We may update this policy. The Last Updated date reflects the current version.
14. Contact
Email: contact@advisorguidemarketing.com Address: Advisor Guide Marketing, Ohio, USA