This bingo card has a free space and 24 words: 401K Roll-in #1, Requested email to client, Logged onto Vitality, Said comprehensive instead of holistic, Thanked a client for their business, Used the GST$ model, Enrollment, Discussed Fees with a client, Retention Save, IRA Lead #3, Spoke to someone from FL, IRA Lead #1, Spoke to a Boeing Employee, Welcomed a client to Professional mgmt., Updated goals in Halogen, Assist a Client, Used your Branding Statement, Read Knowledge about our mobile app, IRA Lead #2, Closed a team track ticket, 401K roll-in #2, Discussed adding to contribution, Attend an Open Door Session and Retention Save.
⚠ This card has duplicate items: Retention Save (2)
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