Information we collect and use
We collect information you provide, such as your name, business contact details, application answers, appointment details, and communications with us. We use it to review applications, respond to inquiries, coordinate appointments, provide our services, and manage communication preferences. Please do not submit consumer records, account numbers, or other sensitive client information through the advisor application.
Our website and technology providers also process technical and activity information, such as IP addresses, browser and device information, pages visited, and application or booking events. We use this information to operate and protect the site, understand how it is used, and measure our advertising.
Technology providers and advertising
Our tools include Cloudflare for website hosting, Typeform for applications, Calendly for scheduling, HighLevel for contact management and communications, and PostHog for analytics. These providers process information in connection with the functions they perform. Cookies, browser storage, and similar technologies may be used by our site and these services.
Where we use Meta advertising measurement tools, event information, advertising identifiers, and hashed contact details may be sent to Meta to connect application or booking activity with our advertising. Hashing does not make contact information anonymous. These advertising activities are separate from permission to receive text messages.
Mobile information and SMS consent
We do not sell or share phone numbers or SMS opt-in information with third parties or affiliates for their own marketing or promotional purposes. We do not transfer your SMS consent to another business. Messaging service providers may process mobile information and consent records as needed to operate and deliver AMO's messaging program.
If you opt in to text messages, AMO uses those messages for appointment confirmations, reminders, scheduling changes, and related replies. You can opt out by replying STOP. For help, reply HELP or email conor@advisormarketingofficers.com. See our SMS Terms for additional details.
Your choices and questions
You can manage cookies through your browser settings; limiting cookies may affect some site features. Contact conor@advisormarketingofficers.com with privacy questions or requests concerning your information, including access, correction, deletion, or retention. Requests are handled as applicable law requires.
External services have their own privacy notices. We may update this policy when our practices change and will show the updated date above.