Legal
Privacy
What we collect when you contact us, and what we do with it. The initial Opportunity Review does not require client-identifying information.
What we collect
When you request a Review we collect the name, work email, firm name, and website you submit, plus anything you choose to tell us about what to look at. If you email us, we hold that correspondence. The initial Opportunity Review does not require client-identifying information. AMP does not inspect personally identifiable client records. The initial Review may use public firm materials, existing advisor language, current discovery and escalation workflows, anonymized situations, synthetic fact patterns, and non-identifying aggregate information.
How we use it
Solely to respond to your request, determine whether a Review is the appropriate next step, and carry out an engagement if one begins. We do not add you to a mailing list or an automated sales sequence, and we do not sell, rent, or trade your information.
Who sees it
Mike Auerbach, and any contractor working directly on your engagement under confidentiality terms. Standard service providers such as email and file hosting process data on our behalf under their own terms.
How long we keep it
For as long as needed to respond and to meet our record-keeping obligations. Ask us to delete your information and we will, except where we are required to retain it.
Analytics and cookies
This site may use basic analytics to understand which pages are read. It does not use advertising trackers or sell behavioral data. Your browser settings control cookies.
Your choices
Write to mike@advisormarketingpartners.com to see, correct, or delete what we hold about you, or to ask a question about this policy.
Questions can be sent through the Advisor Opportunity Review form.