This bingo card has 16 words: FA reviews social media for clients and prospects, BOA sends Agenda in advance, Agenda is personalized & includes Key Topics, FA follows the agenda during appointments, BOA conducts a pre-meeting with clients, Nearly all clients have more than one goal, market volatility and declines are reframed as discovery opportunities, Goals are prioritized and documented, Free!, Goals are reviewed and pressure-tested, BOA ensures next meeting or activity is on the calendar before client leaves, Team documents and recognizes client milestones, Team partners with Life consultants on goal protection strategies, Team sends thank you notes after client meetings, Team has a continuous learning mindset and FA proactively discusses risk, volatility and expectations with clients.
Listen for these words | SMART Objectives Bingo | “DO IT” | Scrum-Boss Bingo! | Fall MLT Bingo
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