Gatekeepers

Hi, how are you?

I'm looking for _____________. Do you know where she is?

Yes, I do her retirement here at the College, and I just wanted to check up on her. Is that ok?

Actually, how rude of me for not introducing myself. I'm ___________, I do the 403(b)'s at the College. I actually have a lot of people I meet with, so you might see me around from time to time.

Yeah, well retirement is important. You know, it's becoming so important now to save-- nowadays especially-- and so many people just don't know where to start. And the last thing I want to do is have them invest, and then leave them in the cold somewhere.

Do you know __(other rep at the college)________? How about __(other rep at the college)___? He's blonde and speaks German? Do you work with them?

No? Well, I'm on the run right now, but I'd love to chat with you some more. Is retirement important to you?

Well, it's amazing how far even a little bit will go if you invest it properly.

I'm going to be back here on Thursday and Friday, which works better for you?

By the way, do you know ____________ and _______________? I'm trying to find them too. Are there any new faculty here? I know I have on my list to talk with ________ and __________, but doggone it, I keep finding people who are not on the list. Who do you know?