This bingo card has a free space and 24 words: Goals based plan, Engage, Portfolio, Strategic Asset Allocation, Manager pairing, Advisory, Platform Strategist, Goals to Action, Next slide, Packed agenda, Maturing Deposits, Call Memos, Client Engagment, Focus 5, Catalog, CIO, SMA, Vintage, Connect, Orion, CRM 360, Account Plan, GIS View and 3E's.
PLANNING BINGO | EPF 17 Financial Planning | 5.2 Fundamentals of Planning | Treatment Plans | Strategic Planning
Share this URL with your players:
For more control of your online game, create a clone of this card first.
Learn how to conduct a bingo game.
With players vying for a you'll have to call about __ items before someone wins. There's a __% chance that a lucky player would win after calling __ items.
Tip: If you want your game to last longer (on average), add more unique words/images to it.
