"Most people assume they need $1M before working with an advisor. The actual number might surprise you".
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 certified financial planners
"I help business owners turn their life's work into a retirement they can actually enjoy". "Most people assume they need $1M before working
"I help families who feel behind get clear, organized, and back on track". and back on track".