Edward Jones Call session

Edward Jones Call session Bingo Card
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This bingo card has a free space and 29 words: Found over $50,000 in assets, Scheduled an appt for after 5, Spoke to a spouse for the first time, Sent an EJ opinion report, Spoke to a client over age 90, Spoke about life insurance, Left a Message, Explained my value, Scheduled an in-home appt, Bought an income investment for a client, Dialed a number no longer in service, Spoke to a prospect under age 30, Spoke about an old 401k, Got a referral, Spoke about e-delivery, Got an email, Scheduled an appt, Enrolled a client in online access, Coded a prospect red, Prospect answered the phone, Found assets to transfer in-kind, Bought stock for a client, Got a trusted contact, Promised to follow up in a week, Got name of tax preparer, Spoke about next steps, Got hung up on, Asked for the order and Set appt for next week.

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