Privacy Policy & Disclaimer Statement
1. Introduction
Evidence-Based RIA, LLC ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard personal and financial data for individuals ("users," "advisors," or "clients") who engage with our coaching and consulting services, website, and digital tools, including but not limited to the EBO Scorecard, Assessments, Trello templates, and other technology tools.
By using our website and services, you agree to the terms outlined in this Privacy Policy & Disclaimer Statement.
2. Data Collection and Use
When visitors access our website, we may collect:
- Personal Information: Name, address, email, phone number, and business details.
- Financial Data: Assets Under Management (AUM), revenue, and fee structures (for business consulting).
- Usage Data: Website traffic statistics, device/browser type, and referring URLs.
This information is used for:
- Providing coaching and consulting services.
- Managing subscriptions and processing payments.
- Improving our website and digital tools.
- Sending relevant content and marketing communications (only with consent).
We do not sell or rent personal data.
3. Data Protection & Retention
We use encryption, secure servers, and dual authentication to safeguard your data. However, no system is 100% secure, and we cannot guarantee absolute security.
- Data Retention: We retain personal information for as long as necessary to fulfill our business obligations or comply with legal requirements.
- User Rights: You may request access, correction, or deletion of your personal data by contacting support@evidencebasedria.com.
4. Third-Party Data Sharing
We may share necessary data with trusted third-party providers who assist in delivering our services, such as:
- Analytics Platforms (Google Analytics, website traffic tracking).
- CRM & Payment Processors (Stripe, PayPal, HubSpot).
- Scheduling & Communication Tools (Calendly, Zoom, email platforms).
- Legal & Compliance (As required by law, fraud prevention, subpoenas).
All providers are required to meet industry-standard data protection measures.
5. Cookies & Tracking Technologies
Our website may use cookies to:
- Improve user experience by remembering preferences.
- Track website activity to enhance services.
Users may disable cookies through their browser settings, though some site features may be affected.
6. External Links & Third-Party Content
Our site may contain links to third-party websites. When you navigate to an external site, you are leaving our website.
- We do not control third-party privacy practices.
- We are not responsible for the accuracy, completeness, or reliability of third-party information.
- Users should review the privacy policies of external sites before providing personal data.
7. Intellectual Property
All content provided through the EBO System, including Trello templates, coaching resources, workflows, and assessments, is the intellectual property of Evidence-Based RIA, LLC.
Users may NOT:
- Copy, share, resell, or modify proprietary materials.
- Use system content for commercial resale or training.
Unauthorized distribution will result in termination of access.
8. Business Nature Disclaimer
Evidence-Based RIA, LLC is a coaching and consulting business for financial professionals. We do not provide investment advice, financial planning, or portfolio management.
- We are not a registered investment advisory firm (RIA) with the SEC.
- No coaching session should be interpreted as financial or legal advice.
This distinction ensures compliance with regulatory guidelines.
9. Disclaimer on Results & Limitation of Liability
- Coaching does not guarantee financial success.
- Business outcomes depend on individual effort, implementation, and external market conditions.
- We are not liable for indirect or consequential damages resulting from coaching recommendations.
By using our services, you acknowledge that all strategies and decisions are implemented at your own risk.
10. Cancellation & Refund Policy
Either party may cancel ongoing coaching and consulting engagements with a 30-day written notice.
- Refunds: Issued for services not yet rendered at the time of cancellation.
- Subscription Fees: EBO Access subscriptions renew automatically unless canceled in writing.
- Failure to Pay: May result in termination of access to EBO resources.
11. Governing Law & Dispute Resolution
These Terms & Conditions are governed by the laws of California.
- Any disputes shall first be attempted to be resolved through mediation.
- If mediation fails, disputes shall be resolved in a court of competent jurisdiction in California.
12. Changes to Policy & Terms
We reserve the right to modify this Privacy Policy & Disclaimer Statement at any time. Changes will be posted on this page with an updated effective date.
Your continued use of our website and services constitutes acceptance of any revised terms.
13. Contact Information
For any questions regarding this Privacy Policy & Disclaimer Statement, please contact:
Evidence-Based RIA, LLC
Email: support@evidencebasedria.com
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