This bingo card has a free space and 24 words: Completed MyIP Proposal, Set up 2 Matics, Linked Account to Goal in MyAdvisor, Investment Performance Snapshot Tool Used, Cash Flow Updated in MyAdvisor, Net-worth Updated in MyAdvisor, Completed MyAdvisor Meeting Summary, Watched the MyAdvisor Mini-Series, Made 3 Quality IRP Referrals, Booked a Follow-up Appointment (In Person or Virtual), Read the DMU, Added Goal in MyAdvisor, Presented MyAdvisor in Branch Huddle/Sales Meeting, Made a Quality IRP Referral, Set up 3 Matics, Made 5 Quality IRP Referrals, Made 2 Quality IRP Referrals, Positioned the Survey, Completed Contribution to Investment, Made 4 Quality IRP Referrals, MyIP Proposal Fulfilled, Completed MyAdvisor Advice Summary, Updated a Client's KYC and Set up a Matic.
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