Veteran financial advisor Chad Henry of Forthright Financial Planning shared a powerful presentation tip
with us at our Orlando Savvy Social Security 2-Day Intensive Workshop.
Before his Social Security presentations, Chad gives each attendee a nametag. The nametag’s got their first name on it in big, red letters. Throughout the presentation, Chad asks
his audience trivia questions, making a special point to engage his audience on a first-name basis. “Good answer, Joe!” “Nice try, Eric,” and so forth.
It’s an excellent way to build rapport with the crowd.