Privacy Policy

Introduction

Advisor Launch LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website at www.advisorlaunch.com, submit information through any form on our site, or engage with our marketing services.

Please read this policy carefully. By using our website or submitting your information, you agree to the practices described below.

1. Who We Are

Advisor Launch is a marketing agency that provides seminar marketing, direct mail campaign management, drip marketing, and related marketing services exclusively to independent financial advisors. We are not a financial advisory firm and do not provide financial advice, manage investment accounts, or act as a fiduciary to consumers.

2. Information We Collect

We collect information you voluntarily provide to us, including:

Contact Information: Your name, email address, phone number, business name, and mailing address when you submit a form, book a call, or request information through our website.

Business Information: Details about your financial advisory practice, including your production history, marketing history, and business goals — collected during discovery calls or intake forms.

Communication Data: Records of emails, text messages, phone calls, and other communications between you and Advisor Launch.

Website Usage Data: Information automatically collected when you visit our website, including your IP address, browser type, pages visited, time spent on pages, and referring URLs. This data is collected through cookies and similar tracking technologies.

3. How We Use Your Information

We use the information we collect for the following purposes:

To respond to your inquiries and schedule discovery calls. To provide, manage, and improve our marketing services. To send you information about our services, resources, and updates — including by email and SMS text message where you have provided consent. To analyze website usage and improve our site experience. To comply with applicable laws and regulations. To protect against fraud and unauthorized use of our services.

4. SMS Text Message Communications

By submitting your phone number through any form on our website — including our booking form, contact form, or lead magnet opt-in — you expressly consent to receive SMS text messages from Advisor Launch at the phone number provided.

These messages may include appointment confirmations, appointment reminders, follow-up communications related to your inquiry, and information about our services and resources.

Message frequency will vary based on your engagement with our services. Standard message and data rates may apply depending on your carrier and plan.

You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. After opting out, you will receive one final confirmation message and no further SMS messages unless you re-opt in. For help, reply HELP to any of our messages or contact us directly at the information provided in Section 12 of this policy.

We do not share your phone number or SMS opt-in data with third parties for their own marketing purposes.

5. Email Communications

By submitting your email address through any form on our website, you consent to receive email communications from Advisor Launch. These may include service information, resources such as the 30-for-30 Seminar Success Series, and follow-up communications related to your inquiry.

You may opt out of marketing emails at any time by clicking the unsubscribe link included in every marketing email or by contacting us directly. Transactional emails related to scheduled appointments or active service agreements may continue after opting out of marketing emails.

6. Information Sharing

We do not sell your personal information to third parties. We do not share your information with third parties for their own marketing purposes.

We may share your information in the following limited circumstances:

With Service Providers: We work with third-party vendors who assist in operating our website, managing our CRM, sending emails and SMS messages, and delivering our services. These vendors are contractually required to protect your information and may only use it to perform services on our behalf.

For Legal or Regulatory Reasons: We may disclose your information if required by law, legal process, or government request, or to protect the rights, safety, and property of Advisor Launch, our clients, or others.

Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change via a prominent notice on our website.

7. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and analyze site usage. Cookies are small data files placed on your device when you visit our website.

We use cookies to remember your preferences, understand how visitors use our site, and improve our content and services. We may also use third-party analytics tools such as Google Analytics for this purpose.

You can control cookie settings through your browser. Note that disabling cookies may affect the functionality of certain parts of our website.

8. Data Retention

We retain your personal information for as long as necessary to provide our services, maintain our business records, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we will securely delete or anonymize it.

9. Your Rights and Choices

You have the following rights regarding your personal information:

Access and Correction: You may request access to the personal information we hold about you and ask us to correct any inaccuracies.

Deletion: You may request that we delete your personal information, subject to any legal obligations we have to retain it.

Opt-Out of Communications: You may opt out of SMS messages by replying STOP and out of marketing emails by using the unsubscribe link or contacting us directly.

Do Not Track: Our website does not currently respond to Do Not Track signals from browsers.

To exercise any of these rights, contact us using the information in Section 12 below.

10. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us and we will promptly delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

12. Contact Us

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