PRIVACY POLICY

Effective Date: May 6, 2026
Website: R&R Consulting
Company: R&R Consulting

R&R Consulting respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, use a calculator, complete a quiz, schedule a consultation, interact with our content, or communicate with us.

By using this website, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us, information collected automatically through website technology, and information received from third-party platforms or service providers.

Information You Provide

Depending on how you interact with the website, we may collect:

Name

Email address

Phone number

Firm name

Current affiliation model

Desired affiliation model

Assets under management

Annual revenue or GDC

Business mix information

Advisory revenue percentage

Recurring revenue percentage

Estimated product mix

Estimated portability information

Location or state

Consultation preferences

Quiz or calculator responses

Form submission details

Notes or messages you submit

Scheduling information

Communication preferences

Any other information you choose to provide

You should not submit confidential client information, client account numbers, Social Security numbers, private client documents, non-public client lists, proprietary firm materials, or any information you are not authorized to share.

Information Collected Automatically

When you visit the website, certain information may be collected automatically, including:

IP address

Browser type

Device type

Operating system

Pages visited

Time spent on pages

Referring website

Click activity

Form interaction activity

Approximate geographic location

Cookies and similar tracking technologies

Advertising and analytics identifiers

This information helps us understand website performance, improve user experience, measure marketing effectiveness, and protect the website.

Information From Third-Party Tools

We may receive information from third-party platforms used to operate the website and business, such as:

Website hosting providers

CRM platforms

Form tools

Calendar and scheduling tools

Email marketing tools

SMS or phone communication tools

Analytics platforms

Advertising platforms

Payment processors, if applicable

Automation platforms

Data enrichment or lead-routing tools, if applicable

2. How We Use Information

We may use collected information to:

Respond to inquiries

Provide requested information

Generate quiz, calculator, or estimator results

Schedule consultations

Evaluate advisor fit

Route inquiries or leads

Provide consulting services

Send follow-up communications

Send educational content

Improve website performance

Improve calculators, quizzes, and forms

Analyze website traffic and user behavior

Measure marketing performance

Maintain internal records

Protect against fraud, misuse, or security incidents

Comply with legal, regulatory, contractual, or business obligations

Enforce our Terms of Use

We may also use information to personalize content, improve our services, and better understand what advisors and other users are looking for.

3. Advisor and Business Information

Because this website is advisor-facing, some information submitted may relate to your business, practice, affiliation model, revenue, assets, clients, or transition goals.

You are responsible for ensuring that any information you submit is accurate and that you are authorized to provide it.

You should not submit any client-specific, confidential, proprietary, regulated, or restricted information unless you have the authority to do so and understand the risks.

4. How We Share Information

We do not sell your personal information for money.

We may share information in the following circumstances:

With Service Providers

We may share information with vendors and service providers who help us operate the website and business, including CRM providers, hosting platforms, analytics tools, scheduling tools, email tools, SMS providers, payment processors, form platforms, automation tools, and technical support providers.

With Firms, Advisors, or Business Partners

If you submit information requesting a consultation, advisor match, firm comparison, referral, introduction, or related service, we may share relevant information with firms, advisors, consultants, or business partners when reasonably necessary to fulfill your request or evaluate fit.

For example, if you ask to be contacted about an affiliation option, transition opportunity, or advisor-matching process, we may share relevant information with an appropriate party involved in that process.

With Your Consent

We may share information when you direct us to do so or otherwise consent.

For Legal or Compliance Reasons

We may disclose information if we believe it is necessary to:

Comply with applicable law

Respond to legal process

Protect our rights

Enforce our Terms of Use

Prevent fraud or abuse

Protect website security

Address disputes

Cooperate with regulators, law enforcement, or legal counsel where appropriate

In a Business Transaction

If R&R Consulting is involved in a merger, acquisition, asset sale, financing, restructuring, or similar business transaction, information may be transferred as part of that transaction.

5. Cookies and Tracking Technologies

This website may use cookies, pixels, tags, scripts, analytics tools, and similar technologies.

These technologies may be used to:

Remember preferences

Improve website functionality

Understand traffic sources

Measure ad performance

Analyze page visits and conversion activity

Improve user experience

Retarget or advertise to website visitors, where permitted

Detect technical issues

You can usually adjust your browser settings to block or delete cookies. Some website features may not function properly if cookies are disabled.

6. Analytics and Advertising

We may use analytics and advertising tools such as Google Analytics, Meta/Facebook Pixel, Google Ads, CRM tracking, call tracking, or similar technologies.

These tools may collect information about your visit and interactions with the website. They may use cookies or similar technologies to measure website performance, understand user behavior, or support advertising campaigns.

Your interactions with third-party platforms are also governed by those platforms’ own privacy policies.

7. Email, Phone, and SMS Communications

If you submit your contact information, we may contact you by email, phone, SMS, voicemail, or other communication methods regarding your inquiry, form submission, quiz result, calculator result, consultation request, or related services.

If you opt in to SMS communications, message and data rates may apply. Message frequency may vary. You may opt out of SMS communications by replying STOP, where applicable.

You may unsubscribe from marketing emails by using the unsubscribe link in the email or contacting us directly.

8. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, misuse, loss, disclosure, alteration, or destruction.

However, no website, platform, transmission method, CRM, email system, database, or internet-based service can be guaranteed to be 100% secure. You submit information at your own risk.

Do not submit sensitive information through the website unless necessary and authorized.

9. Data Retention

We may retain information for as long as reasonably necessary to:

Respond to inquiries

Provide services

Maintain business records

Operate the website

Improve our services

Comply with legal obligations

Resolve disputes

Enforce agreements

Maintain CRM and marketing records

Document communications

We may delete or anonymize information when it is no longer needed.

10. Your Choices

Depending on your location and applicable law, you may have the right to request that we:

Provide access to certain personal information

Correct inaccurate information

Delete certain information

Limit certain uses of information

Stop sending marketing communications

Opt you out of certain sharing or tracking activities, where applicable

To make a request, contact us using the contact information below.

We may need to verify your identity before processing certain requests.

11. California and Other State Privacy Rights

Some states provide residents with additional privacy rights. These rights may include the right to know what personal information is collected, the right to request deletion, the right to correct information, the right to opt out of certain sharing or targeted advertising, and the right not to be discriminated against for exercising privacy rights.

R&R Consulting will respond to applicable privacy requests as required by law.

We do not knowingly sell personal information for money. If our use of analytics, advertising, or tracking tools is considered a “sale,” “sharing,” or “targeted advertising” under applicable privacy law, you may have the right to opt out.

To submit a privacy request, contact us using the information below.

12. Children’s Privacy

This website is intended for adults and business users. It is not intended for children under 13. We do not knowingly collect personal information from children under 13.

If you believe a child has submitted information to us, contact us and we will take reasonable steps to delete it.

13. Third-Party Links

This website may contain links to third-party websites, platforms, calendars, forms, tools, videos, or resources.

We are not responsible for the privacy practices, content, security, or policies of third-party websites or services. You should review the privacy policies of any third-party websites you visit.

14. Client and Confidential Information Warning

This website is not intended to collect confidential client information.

Do not submit:

Client account numbers

Social Security numbers

Client tax documents

Client statements

Full client lists

Client financial plans

Confidential firm documents

Proprietary firm information

Information restricted by your employment agreement or independent contractor agreement

Information restricted by firm policy

Information restricted by privacy law or regulation

If you submit such information, you do so at your own risk and represent that you are authorized to provide it.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

Your continued use of the website after updates are posted means you acknowledge the updated Privacy Policy.

16. Contact

Questions or requests regarding this Privacy Policy may be directed to:

R&R Consulting
Email: [email protected]
Website: rmusolutions.com