Privacy Policy

GrowMyBook ("we", "us") provides marketing services to financial advisors. This policy explains what information we collect through this website, how we use it, and the choices you have. We do not provide financial advice.

What we collect on our forms

• Contact details: your name, email address and mobile number.
• Practice details you choose to share: whether you are licensed, your dealer or firm, where you practise, roughly how many households you serve, your ideal client, your ad budget and when you want to start.
• Booking details: the time you choose for your strategy call and your timezone.
• Campaign information: the ad or link that brought you here (UTM parameters), and basic technical data such as your browser type.

How we use texts and emails

If you tick the consent box, we use your mobile number and email to confirm and remind you about your call, to follow up if you started booking but did not finish, and to send related information about our services. Message frequency varies. Message and data rates may apply. We capture consent in line with Canada's Anti-Spam Legislation (CASL) and, for US visitors, the Telephone Consumer Protection Act (TCPA).

How to opt out

• Texts: reply STOP to any message.
• Email: use the unsubscribe link in any email.
• Anything else: email us at hello@getgrowmybook.com and we will remove you within 10 business days.

Advertising and analytics

We may use the Meta Pixel to measure how our ads perform (for example, when someone submits a form or books a call). Meta may use cookies or similar technology for this. You can manage ad preferences in your Meta account settings.

Who we share it with

We share your information only with service providers that help us run our business (for example, our CRM and calendar provider and our calling team), and only for the purposes above. We do not sell your information.

Storage, retention and your rights

Information may be stored and processed in Canada or the United States. We keep it only as long as we need it for the purposes above or as required by law. You can ask to access, correct or delete your information at any time by emailing hello@getgrowmybook.com.

Contact

Questions about this policy: hello@getgrowmybook.com.