PRIVACY POLICY
This Privacy Policy explains how Success for Advisors LLC (“Success For Advisors,” “we,” “us,” or “our”) collects, uses, and shares information when you visit successforadvisors.com (the “Site”), take the Human Connection Score™ assessment, subscribe to our newsletter, book a call or session, or otherwise work with us.
1. Information We Collect
Information you give us. This includes your name, email address, phone number, company, role, and any message you send when you:
- Book a call or session
- Submit an event booking request
- Take the Human Connection Score™ assessment
- Subscribe to our newsletter or download a free guide
- Purchase a session, coaching, workshop, or training
- Contact us by email or phone
Assessment responses. If you take the Human Connection Score™ assessment, we collect your answers and your resulting scores.
Information collected automatically. When you visit the Site, we and our service providers may collect your IP address, browser type, device type, pages viewed, links clicked, referring website, and the date and time of your visit, using cookies and similar technologies.
Payment information. Payments are processed by third-party payment providers. We do not store your full card number.
2. How We Use Your Information
We use your information to:
- Respond to your requests and schedule calls, sessions, and events
- Deliver the services you purchase
- Send you your assessment results
- Send newsletters, resources, and marketing emails (you can unsubscribe at any time)
- Improve the Site, our content, and our services
- Understand how visitors use the Site
- Process payments and keep records
- Protect against fraud and misuse
- Comply with legal obligations
3. How We Share Information
We do not sell your personal information. We share it only with:
- Service providers that help us run our business, such as website hosting, scheduling, email marketing, assessment, analytics, video, and payment tools. They may use your information only to provide services to us.
- Professional advisors, such as attorneys and accountants, when needed.
- Authorities, when required by law or to protect our rights, safety, or property.
- A successor, if we are involved in a merger, acquisition, or sale of assets.
4. Cookies and Analytics
We use cookies and similar tools to keep the Site working, measure traffic, and understand which content is useful. You can control cookies through your browser settings. Blocking some cookies may affect how the Site works.
5. Email Marketing
If you subscribe to our newsletter or download a resource, you agree to receive emails from us. You can unsubscribe at any time using the link at the bottom of any email or by contacting us.
6. Data Retention
We keep your information for as long as needed to provide our services, meet legal and accounting requirements, resolve disputes, and enforce our agreements.
7. Security
We use reasonable measures to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
8. Your Choices and Rights
You may ask us to access, correct, or delete the personal information we hold about you, or to stop sending you marketing emails. Depending on where you live (for example, California), you may have additional rights under local privacy laws, including the right to know what we collect and the right to request deletion. To make a request, contact us at the address below. We will respond as required by law.
9. Third-Party Links
The Site may link to other websites, podcasts, or platforms. We are not responsible for their privacy practices.
10. Children’s Privacy
The Site is intended for business professionals and is not directed to children under 13. We do not knowingly collect information from children.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective Date” at the top shows when it was last changed. Continued use of the Site after changes means you accept the updated policy.
12. Contact Us
Success for Advisors LLC
4101 W. Green Oaks Suite 305-339
Arlington, TX 76016, United States