Managing Your Vanity URL

Because the short link lands on the Policy Stack home page rather than your profile, it works as a referral entry point, not as a way to show someone your credentials. Use /advisors/your-slug when you want a prospect to read your profile.

How Slugs Are Set

Policy Stack creates your slug when your advisor account is set up, from your practice name or email. Change it any time in Settings → Practice Settings → Profile Slug.

Slug rules:

• Lowercase letters, numbers, and hyphens only — no spaces, underscores, or special characters
• Must be unique — no two advisors can share the same slug
• Minimum 3 characters — single-letter or two-letter slugs are not allowed

Using Your Vanity URL in Marketing

Your vanity URL is designed to be shared. Common places to include it:

• Email signature — add your Policy Stack profile link alongside your website and phone number
• Business cards — include the full URL or a shortened version pointing to it
• Social media bios — LinkedIn, Twitter/X, or any platform where prospects find you
• Printed materials — brochures, flyers, or presentation slides
• Client communications — direct prospects to your profile when introducing your practice

Vanity URL vs. Referral Links

Your vanity URL and your referral links serve different purposes:

Both links are permanent and shareable. Use your vanity URL when you want to direct someone to learn about you. Use your referral link when you want to track that a new client came from your outreach.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.