Privacy Policy

01Information We Collect

Depending on how you interact with us, we may collect the following categories of information:

Contact and identification information: Name, email address, telephone number, mailing address, and other contact information you provide.

Professional and business information: Brokerage affiliation, professional role, business name, business goals, experience, investment interests, business activities, and other information relevant to evaluating or delivering our programs and services.

Application and program information: Application responses, readiness assessments, goals, strategy preferences, progress reports, submitted assignments, participation records, and other information you provide in connection with a program or service.

Transaction information: Products or services purchased, subscription status, payment history, billing information, refunds, and related transaction records. Payments may be processed by third-party payment processors. We generally do not receive or store complete payment card numbers when payments are processed by those providers.

Communications: Emails, forms, customer support requests, messages, feedback, survey responses, and communications through our community or program platforms.

Community and participation information: Profile details, posts, comments, attendance, participation, and other activity associated with communities, meetings, training sessions, and program platforms.

Technical and usage information: IP address, browser and device information, approximate location derived from technical data, pages visited, referring pages, interactions with our website, timestamps, and similar usage information.

Marketing and advertising information: Campaign interactions, ad clicks, conversion events, cookie identifiers, and information made available through advertising or analytics tools, subject to applicable law and your privacy choices.

We may also receive information from service providers, advertising and analytics platforms, referral sources, and other third parties when they are legally permitted to provide it.

Please do not submit sensitive personal information unless it is specifically requested and necessary for a legitimate purpose.

02How We Collect Information

We collect information when you:

• Visit or interact with our website.
• Complete a form, quiz, application, assessment, or survey.
• Request information, schedule a call, or contact our team.
• Purchase or subscribe to a product, program, or service.
• Participate in training, coaching, meetings, or community activities.
• Communicate with us by email, telephone, text message, or another channel.
• Interact with our advertising, analytics, cookies, pixels, or other website technologies.
• Provide information through a referral or another lawful source.

Some information is collected automatically through website technologies and third-party tools.

03How We Use Information

We may use information for legitimate business purposes, including to:

• Operate, maintain, and secure our website and services.
• Respond to inquiries and communicate with prospective and existing customers.
• Evaluate applications and determine program eligibility.
• Deliver purchased programs, training, resources, and services.
• Manage accounts, communities, events, and customer support.
• Process payments, subscriptions, refunds, and related transactions.
• Send service notices, administrative communications, and program updates.
• Send marketing communications where permitted by law and consistent with applicable consent requirements.
• Conduct analytics, measure advertising performance, and understand website usage.
• Improve our products, services, marketing, and customer experience.
• Detect fraud, misuse, security incidents, and violations of our terms.
• Maintain business, accounting, tax, and transaction records.
• Enforce agreements and protect our rights, property, personnel, customers, and business.
• Comply with applicable laws, regulations, legal processes, and lawful requests.

We will not use personal information for materially incompatible purposes without taking steps required by applicable law.

04Cookies, Pixels, Analytics, and Advertising

Our website may use cookies, pixels, tags, scripts, and similar technologies to support website functionality, understand visitor activity, measure advertising performance, and improve marketing.

These technologies may include tools provided by Google and Meta. Depending on the tools and configuration in use, information about your device, browser, website activity, IP address, and interactions may be transmitted to those providers. Those providers may process information under their own privacy policies and use it for analytics, measurement, advertising, or other purposes permitted by their terms and applicable law.

We may also use conversion tracking, audience measurement, or similar advertising features.

Our website may display a cookie banner or privacy preference tool. The presence of a banner does not, by itself, mean that every tracking technology is blocked until you make a choice. Your actual options and the operation of these technologies depend on the website configuration and applicable law. We will provide consent and opt-out mechanisms where legally required.

You may also be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality. Browser controls alone may not opt you out of all third-party advertising or data processing.

Where applicable law grants you the right to opt out of targeted advertising, certain sales or sharing of personal information, or other covered processing, you may submit a request using the contact information below. We will process requests in accordance with applicable law.

05How We Disclose Information

We may disclose information in the following circumstances:

Service providers and processors. We may share information with providers that help us operate our business, including GoHighLevel, Stripe, Skool, Zoom, hosting providers, communications platforms, customer support providers, and other business service providers. These providers may process information to perform services for us, subject to their applicable terms and arrangements.

Advertising and analytics providers. We may allow Google, Meta, and similar providers to receive information through cookies, pixels, conversion tracking, and related integrations. Depending on the specific integration and applicable law, this activity may constitute sharing or targeted advertising and may require additional disclosures or opt-out rights.

Professional advisers. We may disclose information to attorneys, accountants, insurers, auditors, and other professional advisers where reasonably necessary.

Legal and safety purposes. We may disclose information when reasonably necessary to comply with law or legal process, respond to lawful requests, investigate suspected wrongdoing, enforce agreements, or protect the rights, safety, property, and security of the Company or others.

Business transactions. Information may be disclosed as part of a proposed or completed merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, subject to applicable law.

With your direction or consent. We may disclose information when you request or authorize us to do so, or where otherwise permitted by law.

We do not disclose personal information indiscriminately. We do not promise that no information is ever “sold” or “shared” under every applicable privacy law, because certain advertising and tracking arrangements may fall within statutory definitions even when no money is exchanged for the information.

06Marketing Emails, Text Messages, and Calls

We may communicate with you about requested information, applications, purchases, services, events, and marketing.

Marketing emails will include an appropriate method to unsubscribe. We will process unsubscribe requests as required by law. You may also contact us at [email protected] to request that marketing emails stop.

We may send marketing text messages or make marketing calls when permitted by applicable law and supported by the required consent or other lawful basis. Where required, consent to marketing calls or texts will be obtained separately from acceptance of our Terms of Service, and consent will not be a condition of purchase where prohibited by law.

Message and data rates may apply. Message frequency may vary. You may opt out of marketing texts by replying STOP where supported, or by using another opt-out method provided in the message. We will honor applicable revocation and suppression requirements.

Opting out of marketing does not prevent us from sending non-marketing communications reasonably necessary to administer a purchase, account, program, security matter, or legal obligation.

We may use third-party communications platforms and service providers to facilitate calls, texts, and emails. We will not knowingly use these tools in a manner that violates applicable telemarketing, privacy, or communications laws.

07Data Retention

We retain information for as long as reasonably necessary for the purposes described in this Policy, including to provide services, maintain customer and transaction records, administer agreements, resolve disputes, enforce our rights, prevent fraud, and satisfy legal, tax, accounting, or regulatory obligations.

Retention periods vary by information type and purpose. We may retain certain records after an account closes or a customer relationship ends where retention is reasonably necessary or legally required.

When information is no longer reasonably necessary, we will take appropriate steps to delete, destroy, or de-identify it, subject to applicable law, technical limitations, and legitimate recordkeeping needs.

08Your Privacy Rights

Depending on your location and applicable law, you may have rights to request access to, correction of, deletion of, or a copy of certain personal information. You may also have rights to opt out of certain targeted advertising, sales or sharing of personal information, or other processing, and to appeal certain decisions where required by law.

To submit a privacy request, email [email protected] with the subject line “Privacy Request.” Please describe the request and provide enough information for us to reasonably identify the relevant records. We may take reasonable steps to verify your identity and authority before fulfilling a request.

We will respond within the time required by applicable law. If we deny a request, in whole or in part, we will provide any explanation and appeal procedure required by law.

We will not unlawfully discriminate against you for exercising a privacy right.

Some information may be retained or processed despite a deletion request when an exception under applicable law applies, including for legal compliance, security, transaction completion, or the establishment, exercise, or defense of legal claims.

09Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, and disclosure.

No method of transmitting or storing information is completely secure. We cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any account credentials and for notifying us if you believe your account or information has been compromised.

10Third-Party Websites and Platforms

Our website, communications, programs, and community may link to or operate through third-party websites and services. Those third parties may collect information under their own privacy policies and terms.

We do not control the privacy practices or security of independent third parties and are not responsible for their policies or practices, except as required by law. Review the relevant third-party policies before providing information to them.

11International Visitors

Our services are primarily directed toward professionals and businesses in the United States, although people in Canada and other locations may access them. Information may be processed in the United States or other locations where we or our service providers operate.

Privacy protections may differ by jurisdiction. Where applicable law imposes additional requirements for international transfers or processing, we will comply with those requirements.

12Children

Our services are intended for adults and business professionals and are not directed to children under 18. We do not knowingly collect personal information from children under 18 for these services. If you believe a child has provided personal information to us, contact [email protected] so we can assess and address the situation.

13Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our business, technology, legal obligations, or data practices. We will post the revised Policy on our website and update the “Last Updated” date. Where required by law, we will provide additional notice or obtain consent.

14Contact Us

For questions, complaints, or privacy requests, contact: