REFER US | QUESTIONS? (855) 431-0522
Hello Phil, Growing our firm is a top priority, yet most of our advisors don’t like selling. What should we do? – Dennis, Chicago Hi Dennis, Don’t feel alone. Many financial advisors would do almost anything other than (gasp) sell, yet they desire new clients. Conversely, most people love to buy things (but don’t like […]
Hello Phil, Many business owners are baby boomers close to retirement age. What are some off-the-beaten-path centers of influence we can leverage to reach them? – Megan, Houston Hi Megan, Brilliant question. Financial advisors typically focus on traditional centers of influence (COI), such as estate attorneys and tax accountants. They are proven and highly sought […]
Hello Phil, What should I consider before asking a blogger to publish my guest post? – Mike, New York Hi, Mike, Excellent! Financial advisors should do this regularly. Informative guest blogging positions you in front of blog readers and beyond with backlinks, post sharing, SEO, speaking opportunities, quotes, etc. Here are suggestions to contemplate. 1. […]
Hey Phil, This year our firm is hosting a number of client events. Can we turn these into referral opportunities? – Elaine, Maryland Hi Elaine, Events to update clients on the news impacting them is introduction gold. Social events work too. Here’s how to do it. 1. Do you track the clients who have introduced […]
Introduction
This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of ReferralSafe. We use your Personal Information only for providing and improving the product. By using our ReferralSafe, you agree to the collection and use of information in accordance with this policy.
Information Collection and Use
While using ReferralSafe, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name ("Personal Information").
AI
Because you're using your own ChatGPT account to access the Chatbot, ReferralSafe can't see any of the input you provide.
Log Data
Like many site operators, we collect information that your browser sends whenever you visit our Site ("Log Data"). This Log Data may include information such as your computers Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze information collected through our products.
Communications
We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information strictly related to ReferralSafe.
Changes
This Privacy Policy is effective as of the date listed at the top and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.
Introduction
These Terms of Service ("Terms") govern your access to and use of the services, including our various websites, email notifications, applications, (the "Services" or “Referral Safe LLC”), and any information, text, graphics, photos or other materials uploaded, downloaded or appearing on the Services (collectively referred to as "Content"). Your access to and use of the Services are conditioned on your acceptance of and compliance with these Terms. By accessing or using the Services you agree to be bound by these Terms.
Termination
We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
Governing Law
These Terms shall be governed and construed in accordance with the laws of the United States, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.
Changes
We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.