This bingo card has a free space and 24 words: Joint meeting with a partner, joint call, introduction made,, sitting down to discuss an existing client with partner,, introduction of client to partner at client event, etc....., Prepare COP on a ATB Wealth Only Corporate Client, ATB Insurance Joint Meeting, B& AG +ATB Wealth Joint Meeting, B&AG + RFS Joint Meeting, B&AG + APC Joint Meeting, RFS Joint Meeting with ATB Wealth, RFS Joint Meeting with APC, ATB Wealth Meeting with Private Investment, Merchant Services Joint Meeting B&Ag, TAPS Joint Client Meeting B&Ag, Successful Referral RFS to B&Ag, Successful referral RFS to ATB Wealth, Prepare a COP jointly with RFS Team member, GWS employer presentation, GWS employee presentation with RFS partner, Have director or team mate review a COP you prepared, and have them provide feedback, Use your Happy Pass, Take a client to an EC centre seminar, Involve a partner in an RSP pre approved loan meeting and Bringing a wealth partner in on branch investment renewals.
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