Let our Client Advisory Roadmap show you the way to increase CAS in your firm
This free training has all the steps to intentionally bring Client Advisory Services to your clients and your firm today.
Cookie Consent
We use cookies to improve your experience on our site. By using our site, you consent to cookies.
Cookie Preferences
Manage your cookie preferences below:
Essential cookies enable basic functions and are necessary for the proper function of the website.
Name
Description
Duration
Geolocation Config
This cookie is used to store the consent settings based on the visitor's location.
30 days
Cookie Preferences
This cookie is used to store the user's cookie consent preferences.
30 days
These cookies are needed for adding comments on this website.
Name
Description
Duration
comment_author_email
Used to track the user across multiple sessions.
Session
comment_author_url
Used to track the user across multiple sessions.
Session
comment_author
Used to track the user across multiple sessions.
Session
Google reCAPTCHA helps protect websites from spam and abuse by verifying user interactions through challenges.
Name
Description
Duration
_GRECAPTCHA
Google reCAPTCHA sets a necessary cookie (_GRECAPTCHA) when executed for the purpose of providing its risk analysis.
179 days
Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.
Real-time traffic analytics injected by Pressable, our hosting provider, to power the Traffic Metrics dashboard. Collects page URL, page title, referrer, IP address, user agent, and screen dimensions. No persistent cookies are set.
Service URL: pressable.com (opens in a new window)
Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.
Service URL: policies.google.com (opens in a new window)
Name
Description
Duration
_gac_
Contains information related to marketing campaigns of the user. These are shared with Google AdWords / Google Ads when the Google Ads and Google Analytics accounts are linked together.
90 days
__utma
ID used to identify users and sessions
2 years after last activity
__utmt
Used to monitor number of Google Analytics server requests
10 minutes
__utmb
Used to distinguish new sessions and visits. This cookie is set when the GA.js javascript library is loaded and there is no existing __utmb cookie. The cookie is updated every time data is sent to the Google Analytics server.
30 minutes after last activity
__utmc
Used only with old Urchin versions of Google Analytics and not with GA.js. Was used to distinguish between new sessions and visits at the end of a session.
End of session (browser)
__utmz
Contains information about the traffic source or campaign that directed user to the website. The cookie is set when the GA.js javascript is loaded and updated when data is sent to the Google Anaytics server
6 months after last activity
__utmv
Contains custom information set by the web developer via the _setCustomVar method in Google Analytics. This cookie is updated every time new data is sent to the Google Analytics server.
2 years after last activity
__utmx
Used to determine whether a user is included in an A / B or Multivariate test.
18 months
_ga
ID used to identify users
2 years
_gali
Used by Google Analytics to determine which links on a page are being clicked
30 seconds
_ga_
ID used to identify users
2 years
_gid
ID used to identify users for 24 hours after last activity
24 hours
_gat
Used to monitor number of Google Analytics server requests when using Google Tag Manager
1 minute
Marketing cookies are used to follow visitors to websites. The intention is to show ads that are relevant and engaging to the individual user.
Facebook Pixel is a web analytics service that tracks and reports website traffic.
Service URL: www.facebook.com (opens in a new window)
Name
Description
Duration
_fbc
Used to track the last session visit.
12 months
_fbp
Used to track the user across multiple sessions.
3 months
fr
Used to track the user across multiple sessions.
3 months
Visitor identification and lead intelligence service that helps identify businesses visiting our website and understand page-level engagement for sales follow-up. Provided by MSW Interactive Designs.
Service URL: mswinteractivedesigns.com (opens in a new window)
Name
Description
Duration
_tccl_visit
Tracks the current visit session on the Process Website Data platform.
Session
_tccl_visitor
Identifies returning visitors on the Process Website Data platform.
1 year
vv_cookieconsent_status
Stores whether the Smart Visitor ID consent notice has been dismissed.
1 year
vv_session_id
Maintains the current browsing session for Smart Visitor ID tracking.
Session
vv_visitor_id
Identifies returning visitors for Smart Visitor ID lead tracking.
13 months