This bingo card has a free space and 24 words: 5 Wealth Referrals, 3 Immediate in person introductions to the FA in one week, Referral for 401K Rollover opportunity, 3 Referral from Outbound Calling, Booked Business $50,000, Introduce a Small Business Owner looking for retirement planning, 3 Referrals from Outbound Calling, Booked Business $100,000, 10 Referrals, 5 Immediate Introductions over the phone, Total Booked business over $100,000, 5 Outbound calls for Wealth in one day, Qualified High Net Worth Referral (above $750,000), 20 Referrals, Schedule 6 customer appts for FA, Turn a CD/Savings Account Inquiry into Wealth Referral, 15 Referrals, Total Booked business over $500,000, Make 10 Outbound calls for Finance Friday, 6 Referrals from outbound calling, Booked Business $150,000, 6 Immediate Introductions in person, 3 Referrals and Turn a Service Interaction into Qualified Wealth Referral.
WEALTH BING | Teller Challenge 2018 | Culebra-SMSS | German American Bank | German American Bank Bingo
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