Privacy Policy

This Privacy Policy explains how Vista Advising Group ("Vista," "we," "us") collects, uses, discloses, and protects personal information when you visit our website, contact us, subscribe to updates, book a call, or otherwise interact with us online.

If you have questions, contact us at privacy@vistaadvisinggroup.com.

1) Who we are

Vista Advising Group is based in Boise, Idaho, United States.

This Policy applies to our website and related online services that link to it (collectively, the "Site").

2) What we collect

A. Information you provide

Depending on how you interact with the Site, we may collect:

• Contact details (name, email, phone number if provided)
• Professional details (company, role/title)
• Message content (what you submit in forms or emails)
• Scheduling details (information you provide when booking an intro call)
• Newsletter details (email address and subscription preferences)

B. Information we collect automatically

When you visit the Site, we may collect:

• Device and usage data (IP address, browser type, device identifiers, pages viewed, time on site, referring URLs)
• Cookie and similar technology data (see Cookies section below)

C. Future features

We may introduce tools such as an assessment or intake workflow that could involve uploading documents. If we do, we will use those documents only for the purpose presented at the time of collection and apply appropriate safeguards. We recommend you do not upload sensitive personal information unless we explicitly request it and provide a secure method to do so.

D. Payments (not currently)

We do not currently process payments through the Site. If we add payments later, we may collect payment-related information necessary to complete transactions (typically handled by a payment processor). We will update this Policy at that time.

3) How we use information

We use personal information to:

• Respond to inquiries and communicate with you
• Schedule and manage intro calls
• Provide services you request (including advisor matching and engagement coordination)
• Operate and improve the Site, including analytics and performance monitoring
• Send newsletters or updates if you subscribe (you can unsubscribe anytime)
• Market and advertise our services (including measurement and attribution where enabled)
• Protect the Site and our business, including fraud prevention, security, and compliance
• Meet legal obligations and enforce agreements

4) Advisor matching and sharing in engagements

Vista provides services that may involve introducing leaders to advisors and, in some cases, advisors to leaders.

• We may use the information you provide to understand your needs and determine fit.
• We may share limited professional and context information (for example: name, company/organization, role, high-level goals, high-level constraints) with potential advisors or leaders when it is necessary to facilitate introductions and evaluate fit.
• We do not intentionally share sensitive personal information and we do not share confidential business or proprietary details without your permission, appropriate safeguards, or both (for example, an NDA or written approval), depending on the situation.

5) Cookies, analytics, and advertising

A. Cookies and similar technologies

We use cookies, pixels, and similar technologies for essential site functions, analytics, and advertising.

Where required by law, we will request your consent before placing non-essential cookies (including analytics and advertising cookies). You can manage your preferences through our cookie banner or settings (where available). You can also control cookies through your browser settings, though some site features may not work properly.

B. Analytics

We use analytics tools (such as Google Analytics) to understand how visitors use our Site and to improve performance.

C. Advertising, remarketing, and measurement

We may use advertising and measurement tools (such as the Meta Pixel and Google advertising features) to:

• measure the performance of our marketing campaigns
• understand actions taken after you interact with our ads
• show ads that may be more relevant to you (sometimes called "remarketing" or "interest-based advertising")

These tools may use cookies, pixels, or similar technologies and may collect or receive information from your device or browser, such as IP address, device identifiers, and pages visited.

D. Your choices

• Cookie preferences: You can update your cookie choices through our cookie banner/settings (where available).
• Browser controls: You can block or delete cookies via browser settings.
• Ad preferences: You can adjust ad personalization settings through platforms such as Google and Meta (Facebook/Instagram).
• Opting out of marketing emails: If you subscribe, you can unsubscribe at any time using the link in the email.

6) How we share information

We may share personal information with:

• Service providers that help us operate (for example: hosting providers, analytics providers, scheduling tools, CRM and email marketing platforms, form providers, and consent management tools). Examples may include Hostinger, Google Analytics, Meta, GoHighLevel, Calendly, and Cal.com, depending on what is implemented at the time.
• Advisors and leaders as described in Section 4 (limited information, fit-focused)
• Professional advisers (legal, accounting, and similar) when needed
• Authorities or others when required by law, subpoena, court order, or to protect rights and safety
• Business transfers if we are involved in a merger, acquisition, financing, reorganization, or sale of all or part of our business (subject to standard confidentiality protections)

We do not sell your personal information.

7) Legal bases for processing (EEA/UK visitors)

If you are in the European Economic Area or the United Kingdom, we rely on the following legal bases where applicable:

• Consent (for example, for optional cookies and certain marketing communications)
• Contract (to take steps at your request before entering a service relationship and to provide requested services)
• Legitimate interests (for example, operating our business, improving the Site, preventing fraud, and communicating with you about your request), balanced against your rights
• Legal obligation (where required)

You can withdraw consent at any time where we rely on consent.

8) International data transfers

Vista is based in the United States. If you access the Site from outside the U.S., your information may be transferred to and processed in the U.S. and other locations where our service providers operate.

Where required, we use appropriate safeguards for cross-border transfers, such as contractual protections.

9) Data retention

We retain personal information for as long as necessary for the purposes described in this Policy, including to:

• respond to inquiries
• maintain business records
• provide services
• resolve disputes
• enforce agreements
• comply with legal obligations

Marketing permissions are not indefinite. You can unsubscribe from marketing emails at any time, and we will honor opt-out requests.

You may also request deletion of your information. See the "Your rights and choices" section below.

10) Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

11) Your rights and choices

A. General choices

• Email marketing: You can unsubscribe using the link in our emails.
• Cookies: You can adjust cookie preferences through our banner/settings (where available) and through your browser or device settings.

B. Access, correction, deletion, and similar rights

Depending on your location and applicable law, you may have rights to:

• request access to personal information we hold about you
• request correction of inaccurate information
• request deletion of your information
• request a copy of your information (portability)
• object to or restrict certain processing
• opt out of certain types of advertising or profiling where applicable

To submit a request, email privacy@vistaadvisinggroup.com. We may need to verify your identity before responding.

C. California privacy notice (if applicable)

If you are a California resident, you may have additional rights regarding your personal information, such as the right to know, delete, correct, and opt out of certain disclosures. Vista does not sell personal information.

Vista does not sell personal information. Some privacy laws define "sharing" to include certain uses of data for targeted advertising. Where applicable, you can limit or opt out of targeted advertising by using our cookie settings (where available) or by adjusting your device/browser settings.

D. Canada (PIPEDA) notice (if applicable)

If you are in Canada, you may have the right to access and request correction of personal information we hold about you and to challenge our compliance with applicable privacy principles by contacting us.

E. EEA/UK complaints

If you are in the EEA/UK, you may have the right to lodge a complaint with your local data protection authority.

F. Phone Numbers, calls, and text messages

If you provide a phone number, we may use it to contact you for purposes such as scheduling, confirming appointments, responding to your requests, or sending service-related communications. In some cases, we may send a one-time verification message or appointment reminder.

We will only send marketing text messages where permitted by law and where you have provided the required consent. Message and data rates may apply. Message frequency varies.

You can opt out of marketing text messages at any time by replying STOP. For help, reply HELP, or contact us at privacy@vistaadvisinggroup.com. Opting out of marketing texts does not affect service-related communications you request (for example, scheduling confirmations), though you may also request we stop texting you entirely by contacting us.

12) Children's privacy

The Site is not intended for children, and we do not knowingly collect personal information from children.

13) Third-party links and embedded content

Our Site may include links to third-party sites or embedded content (for example, LinkedIn). Your interactions with those third parties are governed by their own policies, not this Privacy Policy.

14) Changes to this Privacy Policy

We may update this Policy from time to time. We will revise the "Last updated" date at the top when changes are made.

15) Contact us

If you have questions or requests about this Privacy Policy or your personal information, contact: privacy@vistaadvisinggroup.com