Privacy Policy
Effective November 9, 2026
Advisor Ready is an automation service operated by Daniel Lubin in Dallas, Texas. This policy explains what personal information we collect through this website and when you contact us, and what we do with it.
The short version: the site has no accounts, no advertising and no advertising cookies. We learn who you are when you email us, and we use that to reply and to work with you.
1. Information we collect
- What you send us. When you request an audit or email us, we receive your name, your email address, your firm's name and whatever you choose to tell us, such as the CRM you use, your team size and the task you want to automate. Audit requests are processed by our automation platform and saved to a spreadsheet only we can open, and you receive an automatic confirmation by email.
- Basic technical records. The company that hosts the site keeps standard server logs, such as IP address, browser type, the pages requested and the time. It also counts page visits so we can see how many people use the site.
- Fonts. The site loads its typefaces from Google Fonts, so your browser requests them from Google, and Google receives your IP address when it does.
We do not ask for, and do not want, information about your clients through this site. Please leave it out of any email you send us.
2. How we use it
- To reply to you and schedule calls.
- To prepare proposals and deliver services you ask for.
- To keep ordinary business records, such as correspondence and invoices.
- To keep the site working and protect it from misuse.
We do not sell personal information, and we do not share it for targeted advertising. We will not add you to a mailing list unless you ask.
3. Who we share it with
We share personal information only with companies that help us run the business, such as our email, hosting, scheduling and automation providers, and only as far as they need it to do that work. We may also disclose information when the law requires it, or to a successor if the business is sold or reorganized.
4. Client engagements are handled separately
When we build automation for an advisory firm, any client information involved is governed by that firm's written services agreement and data processing agreement with us, not by this policy. Our builds run in accounts the firm owns, and we do not keep copies of client data. The security page describes this in detail.
5. How long we keep it
We keep correspondence for as long as it is useful to the relationship or needed for our business records, and then delete it. You can ask us to delete it sooner.
6. Your choices
You can ask us for a copy of the personal information we hold about you, ask us to correct it or ask us to delete it. Email daniel@advisorready.co and we will answer within 30 days. Depending on where you live, state law may give you additional rights, and we will honor them. We will not treat you differently for making a request.
7. Security
We use reasonable measures to protect the information we hold, and we limit access to the people who need it. No method of sending or storing information is completely secure, which is one more reason to keep sensitive details out of email.
8. Children
The site is written for businesses. It is not directed to children, and we do not knowingly collect information from anyone under 16.
9. Where information is processed
Advisor Ready operates in the United States, and information you send us is processed there.
10. Changes
If we change this policy, we will update the effective date at the top. If a change materially affects how we use information you have already given us, we will tell you by email.
11. Contact
Questions about privacy can go to daniel@advisorready.co. The rules for using this site are in the Terms of Service.