This bingo card has a free space and 24 words: send an e-achiever for a "friendly" observation, get an investment statement from client, make 10 RPC and get 3 appts, complete 5 compass cases, lobby mgmt. 15 mins, file your estate files, identify a FA referral, do $50K in managed money, have 15 pre-books, identify mortgage transfer in, identify mortgage transfer in, start 2 RIPs, send an e-achiever for a "helpful" observation, do $25K in managed money, have less than 25% CBR declines in compass, complete 5 compass cases, book a mortgage, do 3 FHC, take 2 walk ins, complete sales staircase for week in all categories, send an e-achiever for a "thankful" observation, get an investment statement from client, clean up your outstanding paperwork and identify a FA referral.
⚠ This card has duplicate items: get an investment statement from client (2), complete 5 compass cases (2), identify a FA referral (2), identify mortgage transfer in (2)
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