Your advisor profile is your public-facing presence on Policy Stack. It appears in the advisor directory and is visible to consumers searching for a whole life banking practitioner.
Profile Fields
- Navigate to Profile — click Profile in the advisor sidebar
- Upload your headshot — use a professional, square photo (at least 400x400px). This is the first thing potential clients see.
- Enter your display name — this is how you appear in the directory and to connected clients
- Write your bio — 2-3 paragraphs about your practice, your approach to whole life banking, and what clients can expect working with you
- Add your designations — list relevant professional designations (e.g., CLU, ChFC, CFP)
- Select licensed states — choose the states where you are licensed to practice
- Add your firm name — the name of your practice or firm
- Link your website — your external website URL, if you have one
- Add featured videos or resources — paste YouTube, Vimeo, or Loom links for videos you want displayed on your public profile
- Save your profile — click Save to publish your changes
Directory Visibility
Your profile appears in the public advisor directory once it meets these requirements:
- Headshot uploaded
- Display name entered
- Bio written (minimum 50 characters)
- At least one licensed state selected
Your bio is your chance to speak directly to potential clients. Focus on your experience with whole life banking, the types of clients you work with, and your practice philosophy. Keep it genuine and specific.
Updating Your Profile
You can update your profile at any time. Changes take effect immediately — there is no review or approval process.