This bingo card has a free space and 24 words: Invite a partner to be part of your huddle, Have a referral close, with sale, Do a team referral objection clinic, Make a referral to a WM Partner, Find & go over partnership agreement, Receive a partner referral, Find & go over partnership agreement, Invite a partner to be part of your huddle, Schedule a "Partner Day" for joint calls, Make a referral to an FC partner, Identify 5 clients to introduce to a partner, Have an LFS give a presentation, Go over incentive plan for referring, Have a referral close, with sale, Schedule a "Partner Day" for joint calls, Introduce a new team member to a partner, Schedule a "Partner Day" for joint calls, Do a team referral objection clinic, Make a qualified referral to partner, Go over incentive plan for referring, Make referral to business banking partner, Have a referral close, with sale, Have an LFS give a presentation and Identify 5 clients to introduce to a partner.
⚠ This card has duplicate items: Invite a partner to be part of your huddle (2), Have a referral close, with sale (3), Do a team referral objection clinic (2), Find & go over partnership agreement (2), Schedule a "Partner Day" for joint calls (3), Identify 5 clients to introduce to a partner (2), Have an LFS give a presentation (2), Go over incentive plan for referring (2)
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