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Pre-Level 1 Script:Pro Financial Planner: "Hi Chris. Congratulations on school! Your parents said you would be stopping by. Did you bring the shoebox with receipts?" Chris: "Hi. Thanks. Yeah, I brought it. Look, all I need is a little spending money for next year. I hope this isn't a waste of your time." Financial Planner: "Oh, I don't think it will be. In fact, I have an apprentice who will be great for you to work with". Chris: "School is really important to me, but I would like to have an
active social life while I'm on campus. I will want to join one or two
social organizations and I don't intend to spend my weekends in a dorm
or a library." |