Privacy Policy

Last Updated: March 18, 2025

Introduction

Welcome to our privacy policy (“Privacy Policy”) for our website, https://thefutureofadvice.com/, and its related domains, software, social media channels, mobile application, services, information, web postings, products and tools (collectively, “Website”) of The Future of Advice, (“Future of Advice” or “we” or “us”) in the United States.

We respect your privacy and are committed to protecting your personal data. This Privacy Policy will inform you as to how we look after your personal data when you visit our Website (regardless of where you visit it from), and tell you about your privacy rights.

By using our Website, you consent to the data practices described in this Privacy Policy and you agree to the Website Terms of Use as if fully incorporated herein. If you do not agree with the data practices described in this Privacy Policy, you should not use our Website.

Important Information and Who We Are

Much has changed for wealth advisors over the last decade. The old playbooks are failing. Traditional advisors are falling behind and a whole new class of winners are emerging. We created The Future of Advice Academy to help advisors adapt and thrive in this era of unprecedented change.

Purpose of this Privacy Policy

This Privacy Policy aims to give you information on how we collect and process your personal data through your use of this Website, including any data you may provide through this Website when you sign up to receive more information about Future of Advice or join the Future of Advice Academy.

This Website is not intended for children, and we do not knowingly collect data relating to children consistent with the U.S. Children’s Online Privacy Protection Act. If we learn that we have received information directly from a child under age 18 without the parent or legal guardian’s verified consent, we will use that information only to respond to the child/parent/guardian to inform the child that he or she may not use the Website.

Future of Advice Contact Information

Privacy Officer: Ron S. Bullis

Email address: ron@thefutureofadvice.com

Postal address: 4095 Park East Court, Suite C Grand Rapids, MI 49546

Changes to this Privacy Policy and Your Duty to Notify Us of Changes

We reserve the right to make any changes, modifications, additions, or deletions to this Privacy Policy at any time. If we make material changes to privacy practices, we will notify you by email or through a notice on this page. We encourage you to check this page regularly for updates.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Third-Party Links

This Website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not have control over third party websites or social media platforms, and any third-party website’s privacy practices are not governed by this Policy. Any time you leave our Website to a third party website or social media platform or interact with a third party link or other technology, you should exercise caution and review the privacy statement applicable to such websites to learn more.

The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified.

The data we or our service providers collect, use, store, and transfer from users prior to becoming a client includes:

Identity Data includes first name and last name.
Contact Data includes billing address, delivery address, email address, and telephone numbers.
Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this Website.
Usage Data includes information about how you use our Website, products, and services.
Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties, and your communication preferences.
Financial Data means that when you make a payment on our Website, we collect payment and billing information to process your transaction. We utilize third party payment providers to assist us in processing transactions.

How We Collect Your Personal Data

We use different methods to collect data from and about you including through:

Direct Interactions

You may give us your personal data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you:

Create an account on our Website
Subscribe to our service or publications
Request marketing materials to be sent to you
Give us feedback

Automated Technologies or Interactions

As you interact with our Website, we may automatically collect data about your equipment, browsing actions and patterns.

Third-Party Sources

We may receive personal data about you from various third parties including our third-party service providers. We employ other companies and individuals to perform functions on our behalf. Examples include storing and analyzing data, providing search results and links (including paid listings and links), providing customer service, and payment processing. They have access to user information needed to perform their functions but may not use it for other purposes.

Cookies Policy

We may place “cookies” on the browser of your computer. Cookies are small pieces of information that are stored by your browser on your computer’s hard drive. Cookies may enhance the convenience and use of the Website. For example, the information provided through cookies may be used to recognize you as a previous user of the Website (so you do not have to enter your personal information every time), offer personalized information for your use, and otherwise facilitate your experience using the Website. You may choose to decline cookies if your browser permits, but doing so may affect your ability to access or use certain features of the Website.

Web Beacons

We may also utilize web beacons on our Website. A “web beacon,” also known as an Internet tag, pixel tag or clear GIF, links web pages to web servers and their cookies and may be used to transmit information collected through cookies back to a web server. The information collected through these automated means may include information that we gather and store about your visit to, and use of, the Website, such as your IP address, type of browser and operating system used, date and time you access the Website, pages you visit, and, if you linked to the Website from another website, the address of that website. This data does not include personal information and is not treated as personal information under this Privacy Policy, but it may include the IP address of your device. We may link an IP address to information that is personally identifiable.

How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances: (a) where we need to perform the contract we are about to enter into or have entered into with you; (b) where it is necessary for our legitimate interests (or those of a third party) and your interests and rights do not override those interests; (c) where we need to comply with a legal or regulatory obligation. We use your data in the following ways:

To manage our relationship with you;
To enable you to complete a survey;
To administer and protect our Website;
To deliver relevant Website content to you;
To use data analytics to improve our Website, products/services, marketing, customer relationships and experiences;

Marketing and Outreach

We strive to provide you with choices regarding certain personal data uses, particularly around marketing. You can manage the marketing and outreach we provide to you by opting out, which is described in the “Opting Out” section below.

Opting Out

You can ask us to stop sending you marketing messages at any time by replying to a marketing email with “unsubscribe” in the subject line, clicking “unsubscribe” in the marketing email itself, or by contacting us at any time.

Disclosures of Your Personal Data

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. We may disclose personally identifiable information to our service providers who perform certain services necessary to run our business (for example, data hosting and development, data analysis, customer relationship management, customer service, payments, information technology, marketing, auditing, and other services), provided that these service providers have entered into legally binding agreements with us to protect the personally identifiable information shared, limit their use, retention, and disclosure of the personally identifiable information, and assist us with our compliance requirements. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property, or safety.

Disclosure to a Third Party in the Event of Merger, Sale, or Other Asset Transfers

If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, purchase or sale of assets, or transition of service to another provider, then your Personal Information may be transferred as part of such a transaction, as permitted by law and/or contract. By providing your personal information to us, you consent to such a transfer, and you agree that Future of Advice is under no obligation to provide you with prior notice of the transfer, whether under the Website Terms of Use Agreement or State or Federal law.

Data Security

We seek to use commercially reasonable, organizational, technical and administrative measures to protect Personal Information within our organization. Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. If you have reason to believe that your interaction with us is no longer secure, please immediately notify us at help@thefutureofadvice.com.

In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data Retention

We will only retain your information for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period for your information, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure of your information, the purposes for which we process your information and whether we can achieve those purposes through other means, and the applicable legal requirements.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Your Rights

Under certain circumstances, you may have rights under data protection laws in relation to your personal data.

Request access to your personal data.
Request correction of your personal data.
Request erasure of your personal data.
Object to processing of your personal data.
Request restriction of processing your personal data.
Right to withdraw consent to us processing your personal data.

If you wish to exercise any of the rights set out above, or if you have a complaint, please contact us. Future of Advice commits to resolve complaints about our collection or use of your personal information. Inquiries or complaints regarding the processing of personal data should first be directed to Future of Advice at help@thefutureofadvice.com.

Future of Advice tracks its users over time and across third-party websites to provide targeted advertising. Future of Advice responds to Do Not Track (DNT) signals where technically feasible. If you would like additional information regarding opting-out of tracking, please Contact Us.

California’s “Shine the Light” law permits individual California residents to request certain information regarding our disclosure of certain categories of Personal Information to third parties for those third parties’ direct marketing purposes. To make such a request, please contact us at help@thefutureofadvice.com. This request may be made no more than once per calendar year.

Web Accessibility Statement

Future of Advice is committed to making the Website’s content accessible and user friendly to everyone. If you are having difficulty viewing or navigating the content on this website, or notice any content, feature, or functionality that you believe is not fully accessible to people with disabilities, please call us at 616-272-5962 or email us at help@thefutureofadvice.com with “Assist with Access” in the subject line and provide a description of the specific feature you feel is not fully accessible or a suggestion for improvement.