This bingo card has a free space and 24 words: Initial call for an IC lead over $500,000, Someone opens Short-Term Bond fund as temporary holding place, ACAT transfer of stocks, Direct rollover with brokerage assets (ESOP), Somone who is opening a trust account, Any lead over $90,000, Direct rollover from Fidelity, Client makes an ACH purchase or contribution, Institutional client who is opening retail account, You use mutual fund recommendation tool and they open those funds, Call regarding a spouse's account and they're not on the line, Client selects the Wellington AND Wellesley funds, Positive elevate to Dawn or another TL, Client's user name matches their email address, Any lead under $3,000, ToRA asset transfer, Client's last name is nearly impossible to pronounce, Client who plans on converting assets into a Roth IRA, Client calls who spoke with an IS in NC previously, Call that lasts over an hour, Initial call for an UHNW lead, Sales case shows client has called over 5 times, Open new account without any Target Retirement or money market funds and Random call back from someone you spoke to before.
Wealth Management Advisor Challenge | Wealth Management Advisor Challenge | Right Choice | Right Choice | Right Choice
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