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Amesite Reports Partnering With Conner Prairie To Launch Next-Generation Educational Tools

Amesite Inc.

Amesite Inc. (NASDAQ: AMST) is an artificial intelligence (AI) software company offering a cloud-based learning platform and custom course creation for businesses, universities, nonprofits and government agencies. Amesite boasts many strategic partnerships, but its collaboration with Conner Prairie, a living history museum in Indiana, has garnered attention. Amesite says it has implemented plans to deliver eLearning solutions, powered by its online ecosystem, with an anticipated public launch in Fall 2022. Amesite’s online Learning Community Environment™ system will offer K-12 programs for teachers, parents, life-long learners and students. The system is reportedly up-to-date with the latest of Amesite’s technology, including powerful AI solutions to deliver low-cost, scalable and customized educational content. As a partner, Conner Prairie will have autonomy on curating and developing branded content in line with its current research and resources. At its disposal are advanced technology tools within an intuitive design framework. Participants will have the opportunity not only to learn but also engage with Conner Prairie’s information content presented through Amesite. True to the Amesite way, knowledge will be delivered in a digital, easy-to-use and collaborative format. About Conner Prairie Conner Prairie is a living museum in Indiana and one of the largest attractions in the Midwest region, with over 400,000 annual visitors. Conner Prairie plays an important societal role in Indiana as a knowledge resource and innovator of science, history, art and nature. The market size of the museum industry in the United States, perhaps surprisingly, reached $15.4 billion in 2021, denoting a 19 percent increase over the previous year's figure of $12.9 billion. This sector's market size was forecast to rise further in the following year, with an estimated six percent growth. Conner Prairie is fundamentally about learning and contextualizing how society has grown and evolved throughout history. Numerous educational tools are used to give visitors a truly immersive and collaborative experience. Conner Prairie is also dedicated to modernized learning tools and digital education programs, especially in an effort to foster the relationships between remote visitors and members that are not on-site. Amesite says its digital learning software solutions will allow for deeper collaboration with Conner Prairie and the educational community. Amesite will deliver its entire ecosystem of education software solutions for Conner Prairie. This will enable Conner Prairie to create customized, branded digital learning courses and materials for the global community, giving users the opportunities to learn from anywhere, anytime. Conner Prairie emphasized the importance of having a partner that cares about learning and the last mile, which it found with Amesite. According to Norman Burns, President and CEO of Conner Prairie, "Since 1934, Conner Prairie has followed founder Eli Lilly's intention to make Conner Prairie a place where history and learning can occur in ways that books cannot teach," he said. "The COVID-19 pandemic highlighted the need to find new ways to meet schoolchildren and educators where they were, despite health, geographical or financial barriers. Through our partnership with Amesite, we are furthering our mission to inspire curiosity and foster learning by providing engaging and individualized experiences for everyone." Burns added that "we are excited to partner with Amesite to create this new innovative digital learning platform that will expand our capabilities to deliver best-in-class online learning experiences to our global community. It is yet another example of how Conner Prairie is changing the way the world views and uses museums." About Amesite Amesite is a SaaS educational company employing what it says is the most advanced AI-driven online learning platform in the industry. Its solutions include end-to-end infrastructure for customized, branded learning content creation and online course creation. Amesite’s platform is integrated with Microsoft Corp. (NASDAQ: MSFT) Azure Cloud, allowing for enhanced scalability and speed. Amesite is a player in the multi-billion-dollar online learning market for business and education. Other key players within this space include Coursera Inc. (NYSE: COUR) and Powerschool Holdings Inc. (NYSE: PWSC). Learn more about Amesite’s solutions here. This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. Amesite Inc., an artificial intelligence driven platform and course designer, provides online products in the United States. The company uses machine learning to offer a mass customized experience to learners. Its customers include businesses, universities and colleges, K-12 schools, and non-profit organizations. The company was incorporated in 2017 and is headquartered in Detroit, Michigan. This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. Contact Details Amesite, Inc. +1 734-876-8141 info@amesite.com Company Website http://www.amesite.io

August 01, 2022 04:47 PM Eastern Daylight Time

Minuteman Press Million-Dollar Owners Thomas and Denise Batliner Share Keys to Business Growth in Louisville, KY

Minuteman Press International Inc

Thomas and Denise Batliner have owned their Minuteman Press franchise located at 3905 Bardstown Road since November of 2005. With over 16 years in business, Thomas shares the following insights that helped he and Denise grow their business in Louisville and become members of the Minuteman Press International President’s Million-Dollar Circle. On this accomplishment, Thomas says, “Denise and I believe marketing efforts, customer service, networking, and a little luck have been vital to our success and longevity. We would like to place special emphasis on customer service. At Minuteman Press in Louisville, we focus on treating the customer as we would like to be treated. We believe anyone who walks through the door can be our next biggest customer, and hospitality may make or break the possible relationship.” He continues, “Over the past 16+ years in business, Denise and I have grown the business by developing relationships with new customer bases. More specifically, we gained these relationships through acquisitions. For example, in August of 2012, we purchased an independent printer. This acquisition almost doubled our 2011 sales in addition to our everyday marketing and networking. Then, in December of 2020, we purchased an independent promotional products company. Like our 2012 acquisition, we almost doubled the past year’s sales. Our new customers are the key to our success, and we appreciate their continued business and loyalty.” From the US Navy to Owning a Printing Business Prior to franchising with Minuteman Press, Thomas Batliner served in the US Navy. He shares, “We didn't start Minuteman Press until 2005 when I was 38 years old. Before reaching this point, I served in the United States Navy for three years where I specialized in aviation hydraulics (AMH3). This military experience reinforced the work ethic instilled in me at a young age while farming with my family and has played a vital role in driving my determination to stay in the printing industry.” Thomas continues, “Furthermore, after being honorably discharged, I was a tool and die specialist by trade before being promoted to an estimator at a plastics manufacturer, Beach, Mold, and Tool, now known as NYX. While in this role, I earned an associate degree in Business. But most importantly, I decided I wanted to drive my career and become an entrepreneur. Minuteman Press matched this goal because of the low initial investment, and the business presented the new challenge I was seeking.” “Minuteman Press International supported me from the beginning before I had any professional knowledge about the printing industry. For instance, at the initial home office training, I learned basic facts about paper stocks and more information regarding machine availability and capabilities. Lastly, our office utilizes FLEX, the workflow software developed by Minuteman Press that constantly evolves to add effective apps that drive marketing value.” – Thomas Batliner, owner, Minuteman Press, Louisville, KY Leveraging Local Business Relationships & Benefits of Printing Today When asked what it has been like to own a business in Louisville for over 16 years, Thomas shares, “We are in an urban area and serve a diverse community. There are people from many varying backgrounds, and we have learned about different cultures from around the world. Additionally, we are part of a community where nearby business owners help and look out for one another. For instance, a nearby competitor has helped us continue production during machine downtime and meet customer demand. To return this favor, we have been known to share our resources if this competitor is short-staffed. Because of this dynamic, we believe it is important to develop healthy relationships with everyone in the community, even those with competing business goals.” Thomas explains why printing remains so vital today, sharing, “We believe printing remains vital today because it secures a company’s mission. In terms of management, it also provides different avenues for documentation. To illustrate, when a business provides a digital or physical copy of an employee handbook to its staff, it can better document and communicate expectations and other important information.” He adds, “The main benefit of print is that it can be found everywhere, from the menu you use at your favorite restaurant menu to the branded t-shirt you buy at the store. Because of print's presence, companies always need it. Even during uncertain times like the pandemic, manufacturing facilities, hospitals, and a variety of other companies needed printed materials promoting safety warnings and best practices.” “Our highest demand products and services include envelopes, every door direct mail (EDDM), and wide format printing, a powerful visual medium used for larger files such as blueprints and banners. Our customers value these products and services because they can reach a larger audience. In addition to our highest demand products, key growth areas for our business are promotional products and branded apparel. For example, the customers from our acquisition of the promotional products company have driven sales and we have added a new product line that existing customers can access.” –Thomas Batliner Rewards of Owning a Business & Advice to Others As Thomas and Denise reflect on their accomplishments, there are a couple of items that really stick out. Thomas says, “The biggest personal reward for Denise and me was the ability to put both of our children through college as traditional four-year students. Lauren, our oldest, is now a critical care nurse and Erica, our youngest, is a sourcing and supply chain professional.” He adds, “Aside from this personal reward, our biggest professional reward was receiving our plaque for the Minuteman Press International President's Million Dollar circle. After 16+ years of business, it was an honor to achieve such a high sales goal and to meet others who have accomplished the same or more.” Thomas shares the following advice to today’s aspiring business owners, saying, “The advice I would give to someone looking to own a business is ‘do your homework.’ You need to choose something you can be passionate about and enjoy daily. Despite the hard work ahead of you, because there are some long days and weeks, it can be very rewarding.” For more information on Minuteman Press in Louisville, Kentucky, visit https://minuteman.com/us/locations/ky/louisville20/ Learn more about #1 rated Minuteman Press franchise opportunities at https://minutemanpressfranchise.com Contact Details Minuteman Press International Chris Biscuiti +1 631-249-1370 cbiscuiti@mpihq.com Company Website https://minutemanpressfranchise.com

August 01, 2022 10:00 AM Eastern Daylight Time

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Evofem Biosciences, Inc. CEO Saundra Pelletier Discusses Why $EVFM is a Company to Watch

Benzinga

Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

August 01, 2022 09:47 AM Eastern Daylight Time

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News Direct joins BitPay’s Merchant Directory

News Direct

News Direct, the state-of-the-art news and content distribution service, announced in March that it would be accepting cryptocurrency as a form of payment. BitPay, the world’s largest provider of Bitcoin and cryptocurrency payment services, has added News Direct to their Merchant Directory, putting News Direct alongside a curated list of 250+ other forward thinking merchants accepting cryptocurrencies as a form of payment. Bit P ay’s ease of use and low transaction fee has allowed News Direct to attract new customers and sales by tapping the massive crypto marketplace. Now, companies looking to pay with cryptocurrency will be able to tell their unique story to the global media using News Direct’s platform. “BitPay manages the entire process and makes it easy to receive crypto from the customer.” said Gregg Castano, Founder and CEO at News Direct. “Our decision to accept cryptocurrency as payment is entirely consistent with our founding premise of providing the most technologically advanced means of interacting with News Direct in every phase of our operation in ways that offer flexibility, choice and convenience to our customers.” News Direct realizes the potential for crypto to transform the newswire industry, making payments faster, more secure, and less expensive on a global scale,” said Merrick Theobald, Vice President of Marketing at BitPay. “Our goal at BitPay is to make accepting crypto a seamless process and increase adoption as we believe crypto is the future of payments.” About BitPay Founded in 2011, BitPay is one of the oldest cryptocurrency companies. As a pioneer in blockchain payment processing, the company’s mission is to transform how businesses and people send, receive, and store money. Its business solutions eliminate fraud chargebacks, reduce the cost of payment processing, and enable borderless payments in cryptocurrency, among other services. BitPay offers consumers a complete digital asset management solution that includes the BitPay Wallet and BitPay Prepaid Card, enabling them to turn digital assets into dollars for spending at tens of thousands of businesses. The company has offices in North America, Europe, and South America and has raised more than $70 million in funding from leading investment firms including Founders Fund, Index Ventures, Virgin Group, and Aquiline Technology Growth. For more information visit bitpay.com. About News Direct News Direct provides news and content distribution for PR, IR, Corporate Communications and Marketing professionals. Our automated platform delivers a completely reimagined, intuitive workflow, industry-leading security, transparent, flat-rate pricing and actionable analytics. Further, News Direct has deployed an array of innovation including advanced automation, isolation cloud technology and custom software for the most dynamic, efficient and flexible platform available today. To learn more visit newsdirect.com or follow us on LinkedIn, Twitter, Facebook, Instagram or YouTube. Contact Details NewsDirect Neil Hershberg neil.hershberg@newsdirect.com BitPay Jan Jahosky media@bitpay.com Company Website http://www.newsdirect.com

July 29, 2022 11:11 AM Eastern Daylight Time

MuskMelon NFT continues to offer healthy returns

MuskMelon

MuskMelon, the latest hit craze in the NFT & Gaming Universe, is all set to launch its new game in Android & iOS prior to the launching date due to community demand. Non-Fungible Tokens by MuskMelon are being bought out in collections and are setting a new high for collectors even in these low times. Run Melon Run the latest super-fun NFT play-to-earn racing game announced today that it's Android and iOS versions will be available to the players by the second quarter (Q2) of 2022. All Melon maniacs will get early access to this much-awaited game and can start racing against time and dodging obstacles starting this month. The demo was released privately to early investors that gave an overwhelming first impression of the game and unlimited earning potential. Players can own exclusive NFTs as the Game Avatars which shall have their own special in-game skills that in turn would make the player eligible for special and higher rewards. In traditional prize gaming, players could only win rewards that were unique to that game. There was no way to monetize those rewards as they held no value in the real world. Run Melon Run, changes that outlook by allowing players to win real rewards that can be traded off for other cryptocurrencies such as ETH, USDT, BNB, etc. The new play-to-earn game model enables players to spend their free time playing exciting games and gives them the opportunity to monetize their time as well. Additionally, these assets can be stored, transferred, and traded on various exchanges as well as the Muskmelon platform. Neal Mathews, Project Advisor of Run Melon Run, said, "Run Melon Run remains a favorite for many of our investors. The said game will host the Melon NFTs and merge the utility of the Melon Tokens, enabling users with dual benefits. The game will be available on iOS and Android stores post its launch." MuskMelon is an ecosystem that wants to enchant the global audience with NFTs and immersive gaming possibilities. The platform prides itself on being a community-driven initiative to re-ignite the spark that brought the Blockchain-Cryptocurrency industry to life. Melons have a maximum supply of 10 billion tokens and are launched on the BEP20 and ERC20 networks. The MuskMelon community wants to ensure maximum public participation with an almost fair sale. For more information, kindly visit the website https://muskmelon.org/ Media Contact Brand: MuskMelon Contact: Neal Mathews Email: hello@muskmelon.org | Website: https://muskmelon.org/ Contact Details Neal Mathews hello@muskmelon.org Company Website https://muskmelon.org/

July 28, 2022 02:22 PM Eastern Daylight Time

InclusionHub Launches Podcast Tackling Digital Inaccessibility & Non-Inclusion

InclusionHub

To commemorate the 32nd anniversary of the Americans With Disabilities Act (ADA) being signed into law, online digital accessibility and inclusion resource directory InclusionHub has released the inaugural episode of a podcast series devoted to exposing the truth behind the current state of the web, and searching for meaningful solutions. Hosted by Sam Proulx, Accessibility Evangelist at Fable—a leading accessibility testing platform powered by people with disabilities—The InclusionHub Podcast takes listeners and readers on an insightful, at times enlightening journey through the many facets of digital accessibility and inclusion, from the early days of the disability rights movement through the ongoing battle for true equality, for all. Twice a month, the podcast will feature a range of guests sharing critical insights about their experiences in this collective pursuit, from activists and advocates to designers and academics. These include such pioneers as internationally renowned disability rights advocate Judith Heumann and civil rights attorney Arlene Mayerson to Jennifer Keelan-Chaffins—who climbed the ‘Capitol Crawl’ to force the passage of the ADA when she was just 8 years old— and many more. Its first episode, titled ‘Accessibility by Design,’ kicks off this incredibly important conversation with Jutta Treviranus, director of the Inclusive Design Research Centre at Toronto’s OCAD University; Mike Hess, founder of the nonprofit Blind Institute of Technology; and Laura Kalbag, co-founder of the nonprofit Small Technology Foundation. These inaugural guests reflect back on the early days of the internet, and explain what it’s become: inaccessible and non-inclusive for folks living with disabilities. They expertly diagnose the problem, explain its insidious origins and proliferating spread, and lay out clear and simple steps to rectify such a decades-long injustice. “For millions across the globe, navigating the digital world can be painstaking, if not altogether impossible—and that’s because for years, the people behind popular tech platforms failed to incorporate web accessibility,” Proulx, who is blind, explains in the episode’s introduction. “Consider this: An estimated 15 percent of people on this planet experience a disability. And it’s critically important to stress right here at the beginning of this podcast that having a disability is not the exception, nor a curse,” he continues. “Disabilities know not race, sex, age, nationality, nor socioeconomic status. Disabilities do not discriminate. They are not relegated to one country. They do not judge.” The InclusionHub Podcast is sponsored by the online resource directory’s Founding Partners: leading customer relationship management software provider Salesforce; HubSpot Diamond Partner Agency Morey Creative Studios (MCS); leading accessibility testing platform Fable; and Be My Eyes, a free app connecting blind and low-vision people with sighted volunteers. Learn more at InclusionHub.com. Join us twice a month for this compelling, absolutely critical conversation, helping to contextualize the issue of digital accessibility, and advocate for a more inclusive web. As Proulx shares at the end of each episode: “Remember: a more accessible and inclusive world is a better world.” Contact Details InclusionHub Sage Levene +1 516-284-3314 sage@inclusionhub.com Company Website https://www.inclusionhub.com

July 28, 2022 09:30 AM Eastern Daylight Time

CSG to Present at Oppenheimer’s 25th Annual Technology, Internet & Communications Conference

CSG

CSG ® (NASDAQ: CSGS) today announced that the company will present at Oppenheimer’s 25th Annual Technology, Internet & Communications Conference on Wednesday, August 10th. The presentation will be held at 2:05pm EST and will feature comments from CSG chief executive officer Brian Shepherd. The conference presentation will be available via webcast here. About CSG CSG is a leader in innovative customer engagement, revenue management and payments solutions that make ordinary customer experiences extraordinary. Our cloud-first architecture and customer-obsessed mindset help companies around the world launch new digital services, expand into new markets, and create dynamic experiences that capture new customers and build brand loyalty. For 40 years, CSG’s technologies and people have helped some of the world’s most recognizable brands solve their toughest business challenges and evolve to meet the demands of today’s digital economy with future-ready solutions that drive exceptional customer experiences. With 5,000 employees in over 20 countries, CSG is the trusted technology provider for leading global brands in telecommunications, retail, financial services, and healthcare. Our solutions deliver real world outcomes to more than 900 customers in over 120 countries. To learn more, visit us at csgi.com and connect with us on LinkedIn and Twitter. Copyright © 2022 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights reserved. CSG® is a registered trademark of CSG Systems International, Inc. All third-party trademarks, service marks, and/or product names which are referenced in this document are the property of their respective owners, and all rights therein are reserved. Contacts: John Rea Investor Relations +1 (210) 687-4409 john.rea@csgi.com Contact Details Tammy Hovey +1 917-520-2751 tammy.hovey@csgi.com Company Website https://www.csgi.com

July 28, 2022 07:30 AM Central Daylight Time

Cloudrise announces $10M in total funding

Cloudrise

Cloudrise, a tech-enabled services firm focused on securing data wherever it resides, is pleased to announce it has completed financing to raise the company’s total to-date funding to $10 million. Since launching the company in October of 2019, Cloudrise has worked with 100s of global customers, including numerous Fortune 500 enterprises, on their data protection and cloud security projects. During this time, Cloudrise has continued to exceed all stated financial targets and is investing significantly to expand service delivery and research and development teams, while raising the bar for data protection. To help further growth and innovation, Cloudrise secured additional funding in July from Three Kings Capital, with add-on capital from existing investors Stormbreaker Ventures and the Greater Colorado Venture Fund. With success comes the need to add more talent to Cloudrise’s Board of Directors, and Bill Ryckman, Managing Principal at Three Kings Capital, will join the Cloudrise board. "We are very pleased to be partnering with Cloudrise and its proven management team led by Rob Eggebrecht," Ryckman said. "Cloudrise is a well-known leader in the data protection market, with particular expertise in the cloud, and a reputation for delivering exceptional service. As more and more businesses embrace the cloud, Cloudrise has become an integral partner to a diverse set of clients across the country and around the world, helping to keep their data safe from cyber criminals. With its high-quality team and technology-enabled platform, Cloudrise is well-positioned to serve our collective mission on a much wider scale.” Cloudrise co-founder and CEO Rob Eggebrecht is excited about the future ahead for the company. “Our latest funding venture is a major milestone, allowing Cloudrise to fast-track industry-changing initiatives for how professional services are delivered in the cyber industry via our tech-enablement approach,” Eggebrecht said. “The current status quo for delivering professional services in the cyber industry is outdated, inefficient, and does not scale to the world of cloud computing in global enterprises today. While organizations are contending with the exponential growth of data and an excessive amount of cyber security application/platforms, traditional service providers are stuck in a mindset of a help-desk, ticket-driven world, attempting to throw more people at the problem.” Instead of throwing more time and resources at complex data security challenges, Cloudrise leverages a proprietary service delivery platform to increase efficiencies, enable better collaboration, and reduce time needed to deliver high-value outcomes. By bundling software and humans, Cloudrise delivers tech-enabled services that allow customers to realize an immediate impact for their business. Cloudrise continues to build on what has been a groundbreaking 2022, in which the company announced: The acquisition of CyberOrchard, an information security managed service organization located in the United Kingdom Jason Bird, CyberOrchard’s founder and CEO, as CTO at Cloudrise Cloudrise named as Netskope’s Global Services Partner of the Year Placement on the Managed Security 100 on CRN’s Managed Service Provider 500 list for 2022 ‘Best Solution in Data Security’ at Global InfoSec Awards by Cyber Defense Magazine Hiring Rob Zillioux as CFO The opening of a new global headquarters facility in Grand Junction, Colorado About Three Kings Capital Three Kings Capital is a mission-driven, family office-backed private equity platform that invests exclusively in cyber security companies. Its mission is to protect the world's assets, critical infrastructure, and personally identifiable information from cyber threats. Aided by an Advisory Board of government and private sector cyber security experts, Three Kings seeks to enable and partner with mission-driven companies at any stage of development. Its permanent, flexible capital base allows Three Kings to invest in any type of security within the capital structure. Three Kings is headquartered in New York City but seeks investment opportunities from around the country and certain other parts of the world. For more information, please visit www.ThreeKingsCapital.com. About Cloudrise Cloudrise is a technology-enabled services firm, specializing in delivering data security services customized to meet organizations’ business needs. Drawing from 20+ years of experience in the field, we have tailored our services to be laser-focused on securing organizations’ data wherever it resides. Cloudrise helps organizations elevate their data protection and privacy programs through assessments, technology enablement, and managed services. Cloudrise can be found at www.cloudrise.com or on LinkedIn. Contact Details Cloudrise Robert McLean +1 800-917-7619 sales@cloudrise.com Company Website https://cloudrise.com/

July 28, 2022 05:00 AM Mountain Daylight Time

7 Mistakes People Make When Choosing a Financial Advisor

Benzinga

Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. A 2020 Northwestern Mutual study found that 71% of U.S. adults admit their financial planning needs improvement. However, only 29% of Americans work with a financial advisor.1 The value of working with a financial advisor varies by person and advisors are legally prohibited from promising returns, but research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.2 Consider this example: A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.3 SmartAsset’s no-cost tool simplifies the time-consuming process of finding a financial advisor. A short questionnaire helps match you with up to three fiduciary financial advisors that serve your area, legally bound to work in your best interest. The whole process takes just a few minutes, and in many cases you can be connected instantly with an advisor for a free retirement consultation. Advisors are rigorously screened through our proprietary due diligence process. Being aware of these seven common blunders when choosing an advisor can help you find peace of mind, and potentially avoid years of stress. 1. Hiring an Advisor Who Is Not a Fiduciary By definition, a fiduciary is an individual who is ethically bound to act in another person’s best interest. Fiduciary financial advisors must avoid conflicts of interest and disclose any potential conflicts of interest to clients. All of the financial advisors on SmartAsset’s matching platform are registered fiduciaries. If your advisor is not a fiduciary and constantly pushes investment products on you, use this no-cost tool to find an advisor who has your best interest in mind. 2. Hiring the First Advisor You Meet While it’s tempting to hire the advisor closest to home or the first advisor in the yellow pages, this decision requires more time. Take the time to interview at least a few advisors before picking the best match for you. 3. Choosing an Advisor with the Wrong Specialty Some financial advisors specialize in retirement planning, while others are best for business owners or those with a high net worth. Some might be best for young professionals starting a family. Be sure to understand an advisor’s strengths and weaknesses – before signing the dotted line. 4. Picking an Advisor with an Incompatible Strategy Each advisor has a unique strategy. Some advisors may suggest aggressive investments, while others are more conservative. If you prefer to go all in on stocks, an advisor that prefers bonds and index funds is not a great match for your style. 5. Not Asking about Credentials To give investment advice, financial advisors are required to pass a test. Ask your advisor about their licenses, tests, and credentials. Financial advisors tests include the Series 7, and Series 66 or Series 65. Some advisors go a step further and become a Certified Financial Planner, or CFP. 6. Not Understanding How They are Paid Some advisors are “fee only” and charge you a flat rate no matter what. Others charge a percentage of your assets under management. Some advisors are paid commissions by mutual funds, a serious conflict of interest. If the advisor earns more by ignoring your best interests, do not hire them. 7. Not Hiring a Vetted Advisor Chances are, there are several highly qualified financial advisors in your town. However, it can seem daunting to choose one. Our no-cost tool makes it easy to find a qualified financial advisor. The entire matching process takes just a few minutes. Click here to get matched with up to three financial advisors who serve your area. Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

July 27, 2022 02:48 PM Eastern Daylight Time

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