WealthVillage is a forum where people can anonymously ask verified financial experts questions about retirement planning, investing, financial products and wealth building. If you choose, you can contact the experts directly.
Back to QuestionsAnyone with a WealthVillage account can post a question for a financial expert to review. Register for your free WealthVillage account here.
Back to QuestionsYou do not need to register to view answers, but you must have a free WealthVillage account to post a question. Registering also allows you to be notified by email when an expert answers your question. Registration requires a valid email address.
Back to QuestionsOnly verified experts (Wealth Managers, Financial Advisors, Accountants) with a WealthVillage account can answer questions. As part of the registration process for experts, WealthVillage reviews an expert's credentials and licenses to ensure that at the time of registration, he or she is licensed to provide investment and advisory services.
Back to QuestionsIn return for answering questions, experts receive points that translate into higher visibility on WealthVillage. At WealthVillage, we believe in doing well by doing good. We want experts for providing financial information and contributing to the growing amount of free financial content online.
Back to QuestionsAbsolutely not. WealthVillage is a place to get started, get some ideas, and maybe even find a service provider in your area who can help you. Answers provided on this forum do not constitute financial or legal advice, nor does a service provider's response to your question create a client relationship.
Back to QuestionsYou should include enough information so that a Wealth Manager could provide answers to your specific questions.
Back to QuestionsIn return for answering questions, experts receive points that translate into higher visibility on WealthVillage. At WealthVillage, we believe in doing well by doing good. We want experts for providing financial information and contributing to the growing amount of free financial content online.
Back to QuestionsVerified financial professionals may answer questions on WealthVillage. To verify your status as a licensed financial professional you must create an account and then follow the instructions you will be provided via email to verify that you are a licensed financial professional.
Once you are registered with WealthVillage, you can sign and answer questions.
New questions will clearly be marked unanswered. After you create a profile and have been verified, you can answer any unanswered questions.
Back to QuestionsIf you sign up for WealthVillage email notifications, you will receive a new email each time a new question is posted by someone in the state in which you are licensed or in your area of expertise. Receiving notifications increases the odds that you will be the first to answer a new question, which results in extra Leaderboard points, and may even assist you in connecting with potential clients sooner.
Back to QuestionsAs long as you do not post anything that is knowingly false or illegal, you are not financially or legally responsible for anything you post on WealthVillage. Every time someone submits a question on WealthVillage they must acknowledge our disclaimer which states:
"All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Reading information contributed to WV by one of our members or affiliates does not make you a client of that member or affiliate. WV is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold WV, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.
Additionally, WealthVillage removes all personal and identifying information from all questions posted to this site. Therefore, you are not answering any specific person’s question, further protecting you from any claims of fiduciary responsibility
When you answer a question, your response will be publicly displayed on the question page along with your profile photo, if you provided one, and a link back to the website of your choice. If the person asking the question wants to contact you for further assistance, he or she can contact you using whatever information that you provide.
Your responses are also indexed by search engines, driving outgoing traffic to your own website
You will earn between 10 and 50 points for each answer you give depending on a number of factors.
The base points are:
The first wealth manager to answer a question earns 50 points
The second wealth manager to answer the same question earns 30 points
Additional wealth managers who answer the question earn 20 points.
Wealth Managers who answer a question from a jurisdiction(s) outside of where they are licensed to practice will receive half the number of points as compared to wealth managers who answer questions within their jurisdiction(s). For example, if you are licensed in California, and you are the first person to answer a question from Florida, you will receive 25 points for that answer instead of the 50 points normally awarded.
Top contributor leaderboards listing Wealth Managers with the most points appear throughout the WealthVillage - placement on these boards will drive traffic to your profile and help you attract new clients.
Leaderboards are available for the last 7 days, the last 30 days, the current month to date, the current year to date, and all time. At the end of each month, the current monthly top contributor list is recorded in an archive.
Wealth Managers who are listed on a monthly leaderboard receive a special badge that is displayed on their profile. This badge tells potential clients that you are active in contributing to our community.
As you earn points, you are awarded a rank or "Level" based on the total number of points you have earned. The levels are as follows:
Level 1 1 point
Level 2 100 points
Level 3 250 points
Level 4 500 points
Level 5 1,000 points
Level 6 5,000 points
Level 7 20,000 points
Level 8 50,000 points
Level 9 100,000 points
Level 10 250,000 points
Level 11 500,000 points
You should offer thoughtful responses tailored to a user's specific circumstances and that provide real financial substance.
Back to QuestionsDo not include contact information of any sort in your written answer(Note: We already provide your photo, phone, email and website contact information as part of your answer block).Local, state, or federal Codes.
Back to Questions