This bingo card has 25 words: ToRA asset transfer, Client's last name is nearly impossible to pronounce, Institutional client who is opening retail account, Process an exchange out of the Prime Money Market fund, Call regarding a spouse's account (they're not on the line), Initial call for an UHNW lead, Client's user name matches their email address, Use the mutual fund recommendation tool and they open the resulting funds, Call back from an IS in NC, Positive elevate to Dawn, Call that lasts over one hour, Any lead over $90,000, Someone opens a Target Retirement Fund, Direct rollover from Fidelity, Client who plans on converting assets into Roth IRA, Client selects the Wellington AND Wellesley funds, Initial call for an IC lead over $500,000, Sales case shows client has called over 5 times, Any lead under $3,000, Direct rollover with brokerage assets (ESOP), Open new account without any Target Retirement or money market funds, Someone opening a trust account, Client makes an ACH purchase/contribution, Someone opens Short-Term Bond fund as temporary holding place and ACAT transfer of stocks.
Hodge Lodge Bingo | Wealth Management Advisor Challenge | Wealth Management Advisor Challenge | ISR Bingo | Bingo Wednesday
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