Privacy Policy

Privacy Policy and SMS Terms of Service

Effective Date: January 1, 2025

Advisor AI Partners LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This document outlines how we collect, use, and protect your personal information and includes our SMS Terms of Service in accordance with carrier regulations and The Campaign Registry (TCR) compliance requirements.

1. Information We Collect

We may collect the following personal information:

  • Name

  • Email address

  • Phone number

  • Company or organization

  • Communication preferences

This information is collected through contact forms, appointment scheduling, phone conversations, email, and other interactions.

2. How We Use Your Information

We use your information to:

  • Provide services you requested

  • Schedule and confirm meetings

  • Send SMS reminders or follow-ups

  • Communicate billing or account updates

  • Improve service delivery

  • Comply with legal or regulatory obligations

3. SMS Consent Communication

By providing your mobile number, you consent to receive SMS (text) messages from Advisor AI Partners LLC.

These messages may include:

  • Appointment reminders: For example – Hi Sarah, this is Advisor AI Partners LLC. Just a reminder that your strategy call with David Ortiz is scheduled for tomorrow at 11 AM. Reply STOP to unsubscribe.

  • Service-related updates: For example – Hi Michael, thanks for your call today with Advisor AI Partners LLC. We’ll send the follow-up documents shortly. Let us know if you have any questions. Reply STOP to opt out.”

  • Billing notifications: For example – Advisor AI Partners LLC: Your invoice for this month’s consulting services has been sent to your email. Let us know if you need help. Reply STOP to unsubscribe.

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.


4. Message Frequency

You may receive up to 2 SMS messages per week, depending on your level of engagement. Message frequency may vary.

5. Opt-In Method

You may opt-in to receive SMS messages in the following ways:

  • Verbally, during a conversation

6. Opt-Out Method

You can opt out of SMS messaging at any time:

7. Help and Support

If you’re experiencing issues or have questions:

8. Additional Opt-Out Options

If you do not wish to receive SMS messages:

  • Do not check the SMS consent box when filling out our forms

  • Or simply choose not to provide your phone number

9. Standard Messaging Disclosures

  • Message and data rates may apply.

  • Message frequency may vary.

  • You can opt out at any time by texting “STOP.”

  • For assistance, text “HELP” or visit https://advisoraipartners.com/privacy

10. Data Sharing and SMS Privacy

We do not sell, rent, or share phone numbers or SMS consent data with any third parties or affiliate companies for marketing purposes. Your phone number is used only for the purposes explicitly stated above.

We may use secure third-party platforms (e.g., CRM, messaging services) solely to deliver communications on our behalf. These platforms are required to maintain confidentiality and data protection under contract.

11. Security

We apply appropriate technical, administrative, and physical safeguards to protect your information against unauthorized access, misuse, or disclosure.

12. Your Rights

You have the right to:

  • Access the personal data we hold about you

  • Correct or update your information

  • Request deletion of your personal data, subject to any legal or regulatory retention requirements

Please email david@advisoraipartners.com to submit a request.

13. Changes to This Policy

This policy may be updated to reflect changes in legal requirements, business operations, or technology. The most current version will always be available at:
https://advisoraipartners.com/privacy

14. Contact Us

If you have questions or concerns regarding this Privacy Policy or our SMS Terms of Service, please reach out:

Advisor AI Partners LLC
📧 Email: david@advisoraipartners.com
📞 Phone: +1 (305) 254-4455
🌐 Website: www.advisoraipartners.com