What is your line when talking with a friend/acquaintance to bridge the conversation from small talk (whatever topic) to business. Specifically, do you offer a review? Or something softer?

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I’ve used something along the lines of:

“Hey, I want to talk to you about something that’s a little uncomfortable for me. I do “.....". You may - or may not - know friends (or acquaintances) (or colleagues) of ours (yours) that are clients of mine and I would never want you to think that because we’ve never talked about it, that it means I’m not interested in doing so with you too. So I just want you to know that I’d love to talk to you about what I do if you would such a conversation helpful.”

I’ve had nice responses to this that are not awkward at all. Good luck!

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“How do you invest your money?” Is my best line. Simple, straight to the point but only use it when there’s an opportunity naturally.

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I just never do it usually they will ask what I have been up to and I just say working

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