The Kalli Collective Privacy Policy 🔒


Who we are

We are a digital marketing creative agency dedicated to connecting financial advisors with those who need their services. Our website address is: https://www.kallicollective.com.

What personal data we collect and why we collect it


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.


When you submit a form, we collect and store the data submitted on the form. The data collected is stored in your WordPress user account if you signed up for a membership, in Calendly if you scheduled a call with us, or in Active Campaign if you signed up for a newsletter.


If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

The data we store is associated with a WordPress user account and stored in the standard `*_usermeta` table. Easiest way for users to view it is to go to your account page.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.


We use Facebook Pixel, LinkedIn Insight Tag, Google Analytics, and Active Campaign Site Tracking to link your information from each with our website, so we can optimize your experience with our brand online.

Who we share your data with

We store your information in our CRM, Active Campaign, but we do not share your personal information {name, address, phone, etc} with anyone without your permission. We use Facebook Pixel, LinkedIn Insight Tag, Google Analytics, Active Campaign Site Tracking, and Calendly. These organizations may have personal information that you have shared with them, but we have not shared that. They are only able to track your IP address, which they then connect with your account with them - if you have one.

How long we retain your data

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information: your account page.

What rights you have over your data

If you have an account on this site, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

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Why not schedule a call with Kalli to learn more?

👋 Hi there, as an FYI, we use cookies to optimize your experience with our brand online. See our privacy policy here.

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