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
"I help business owners turn their life's work into a retirement they can actually enjoy". certified financial planners
Use curiosity and problem-solving to stop the scroll. Avoid starting with your name; lead with the reader's situation. Use humor to break the tension, such as: