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