Privacy Policy
How we collect, use, share, and protect your information — plus your GDPR & CCPA/CPRA rights.
Advisor Rescue Marketing (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, share, and protect personal information when you use our website, services, and marketing platforms.
1. Information We Collect
- Personal Data: name, email, phone, company and role, consultation notes.
- Business/Financial Context: details you provide about goals, campaigns, or KPIs.
- Technical Data: IP, device, browser, pages viewed, referrers.
- Marketing & Analytics: email engagement, ad interactions, UTM tags, pixel data.
2. How We Use Data
- Provide and improve marketing and advisory services.
- Schedule calls, deliver resources, and personalize content.
- Measure performance and secure our services.
- Send newsletters and product updates (opt out any time).
- Comply with legal obligations.
3. Sharing
We do not sell personal information. We may share limited data with service providers (hosting, CRM, email, scheduling, analytics, ads), business partners for joint offerings you request, and when required for legal/compliance.
4. Security
We use reasonable administrative, technical, and physical safeguards. No method is 100% secure.
5. Cookies & Tracking
We use cookies and similar technologies (e.g., Google Analytics, advertising pixels). Manage preferences via Cookie Settings and your browser. See our Cookie Policy.
6. Your Rights
GDPR (EEA/UK)
- Access, correct, delete; restrict or object to processing; data portability.
- Withdraw consent at any time (processing remains lawful before withdrawal).
- Complain to your local supervisory authority.
CCPA/CPRA (California)
- Know categories/sources/purposes and third-party disclosures.
- Access specific data; request deletion and correction (subject to exceptions).
- Opt out of “sale”/“sharing” (see Do Not Sell or Share).
- Limit use of sensitive personal information; non-discrimination.
Submit requests: info@advisorrescue.net • Phone: 844-567-5400 • Web Form: https://www.advisorrescue.net/appointment
7. Data Retention
We retain data as needed for services, legal requirements, and dispute resolution, then delete or anonymize it.
8. International Transfers
Data may be processed in the U.S. or other countries. Where required, we apply appropriate safeguards (e.g., SCCs).
9. Children
Our services are not directed to individuals under 18, and we do not knowingly collect their data.
10. Changes
We may update this Policy. See the “Last Updated” date above.