This bingo card has a free space and 24 words: 5 WEALTH REFERRALS IN ONE WEEK, 3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK, REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY, 3 REFERRAL FROM OUTBOUND CALLING, IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING, BOOKED BUSINNESS OVER $50,000, MORE THAN 30 REFERRALS IN THE QUARTER, 6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK, SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A, BOOKED BUSINESS $250,000, HIGH NET WORTH REFERRAL (ABOVE $750,000), 3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK, MORETHAN 20 REFERRAL IN THE QUARTER, MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY, BOOKED BUSINESS $100,000, MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY, ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER, TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL, SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A, IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS, 6 REFERRAL FROM OUTBOUND CALLING, COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS, 5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK and TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL.
WIN WITH WEALTH | CSR Team | CSR BINGO | Be Legendary! BINGO | Tuesday Team Dearborn
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