Read Advisory Co. LLC ("we," "us," or "our") operates readadvisoryco.com. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your information.
We may collect the following when you visit our website or engage our services:
Contact information — name, email address, phone number, and company name provided through our booking form or direct contact.
Usage data — information about how you access and use our website, including pages visited and time spent.
Communications — records of emails, calls, and messages you send us.
Client information — professional background, business details, and content preferences shared during our engagement.
When clients use our research tools, they may submit the names, business affiliations, public profile URLs, and meeting notes of third parties (such as prospective clients of the advisor). This information is processed through third-party AI services (currently Anthropic, Inc.) to generate research briefs and drafted communications. We retain prospect-related data submitted through our tools for a maximum of fourteen (14) days, after which it is automatically deleted. Voice profile data used to personalize tool output is retained for the duration of the client's active engagement.
We use your information to: (a) provide and improve our services; (b) communicate with you about your engagement; (c) send newsletters and marketing communications you have opted into; (d) process payments through Stripe; and (e) comply with legal obligations.
We do not sell, rent, or share your personal information with third parties for their marketing purposes.
Our website links to a Google Calendar booking page. When you book a call, Google's privacy policy applies to information you provide through their platform. You can review Google's privacy policy at google.com/privacy.
Payments are processed by Stripe. We do not store your credit card or banking information. Stripe's privacy policy and security practices apply to all payment transactions. You can review Stripe's privacy policy at stripe.com/privacy.
Our website may use basic cookies to improve your experience. We do not use tracking cookies for advertising purposes. You can disable cookies in your browser settings at any time.
We retain different categories of information for different periods. Client account information and engagement records are retained for a minimum of three years following the end of an engagement. Prospect-related data submitted through our research tools is retained for a maximum of fourteen (14) days, after which it is automatically deleted. Voice profile data is retained for the duration of the client's active engagement. We retain communications and payment records for the periods required by applicable law.
You have the right to: (a) request access to the personal information we hold about you; (b) request correction of inaccurate information; (c) request deletion of your information, subject to legal retention requirements; and (d) opt out of marketing communications at any time by emailing chris@readadvisoryco.com.
We take reasonable steps to protect your information from unauthorized access, use, or disclosure. However, no internet transmission is completely secure. We encourage you to use caution when sharing sensitive information online.
We may update this Privacy Policy from time to time. We will notify active clients of material changes by email. The updated policy will always be available at readadvisoryco.com.
Questions about this policy? Contact us at chris@readadvisoryco.com.