Privacy Policy

The Short Version

WISE™ Global Network is a training and education business. We are not a registered investment adviser, we do not manage money, and we do not sell financial products. We collect as little as we can get away with, we do not sell your information, and we do not share it with anyone who is not helping us run this business.

What We Collect

• Information you give us. Your name, email address, firm, and whatever you write in a message when you contact us, apply to the WISE Guide program, ask for an introduction to a Guide, or take the assessment.
• Standard server information. Our host records ordinary request data such as IP address and browser type, as essentially every web server does.

What We Do With It

We use it to answer you, to review applications, to make introductions, and, if you asked for them, to send you Ali’s letter for business owners or the WISE email series. Nothing else.

Cookies and Tracking

This site sets no advertising cookies and runs no third-party analytics or advertising pixels. If that changes, this page will be updated before the change goes live.

Who Else Sees It

Service providers who help us operate: our website host, our email and course platform, and our customer records system. They process it on our instructions and for no other purpose. We do not sell or rent personal information to anyone, and we take no referral fee for introducing you to a WISE Guide.

WISE Guides Are Independent

If we introduce you to a WISE Guide, that advisor runs their own independent firm. They are not an employee or agent of WISE, and once you are talking to them their own privacy policy governs that relationship.

Your Choices

Every email we send has an unsubscribe link that works. You can ask us what we hold about you, ask us to correct it, or ask us to delete it, and we will action it. Get in touch and say so.

Children

This site is meant for business owners and financial professionals. It is not directed at children.

Changes

If this policy changes materially, we will update the date at the top of this page.

Contact

Questions about any of this? Contact us.