Photo and Branding Tips

Your photo is the first visual element prospects see on your directory card. The following guidelines produce a photo that looks professional across the directory, your profile page, and any other surface where your avatar appears:

Company Name and Tagline

Your company name and tagline appear on every directory card and at the top of your profile page. Together, they tell prospects who you are and what your practice focuses on.

Company Name

Use your official practice or firm name. Keep it consistent with how your business appears on your website, business cards, and other professional materials. If you operate under a DBA (doing business as), use the name your clients recognize.

Tagline

Your tagline has an 80-character limit. It appears directly below your company name on the directory card. Write it as a clear, specific description of your practice:

• State what you do — whole life banking strategies, capital planning, private banking systems
• State who you serve — business owners, families, real estate investors, medical professionals
• Avoid generic language — "Financial services professional" doesn't tell a prospect why to click your listing

See Optimizing Your Directory Listing for more tagline examples and guidance.

Consistency Across Professional Presences

Prospects who find you in the Policy Stack directory may also look you up on LinkedIn, your practice website, or other professional directories. Consistency across these presences builds trust:

• Use the same photo across Policy Stack, LinkedIn, and your website
• Use the same company name — variations (e.g., "Smith Financial" vs. "Smith Financial Group, LLC") create confusion
• Align your tagline and bio with the messaging on your other profiles — the tone and focus areas should match, even if the exact wording differs

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.