Use humor to break the tension, such as: "I'm a financial planner—should I shut up now so you can enjoy your drink?". "Did You Know?" Stats & Facts
Share surprising data to establish authority and create urgency. Certified Financial Planners: A Comprehensive Guide certified financial planners
"I just spent three months undoing damage from a client following a 'finfluencer.' Here’s why generic advice can be expensive". Elevator Pitch Reframes Use humor to break the tension, such as: