This bingo card has a free space and 33 words: Planning your Estate, Preparing for Retirement, Tailored Solutions, How do I get there?, Practice Management, Solutions-based Advice, 2020 Vision, New Assets, Portfolio, Trimester Action Plan, Business Plan, Client Goals Center, Client Needs, Relationship Manager, My Branch, Client Experience Index, Opportunities Tab, Deeply Served, An Ideal Client Experience, Five-star Relationship Measure, Documented Goals, Basic Analysis, Client Goals Center, 5-step Process, CCG, Business Plan, Create Clients, Serve Clients, Branch Efficiency, My Branch, Living in Retirement, Paying for Education and Preparing for Unexpected.
⚠ This card has duplicate items: Business Plan (2), Client Goals Center (2), My Branch (2)
Solutions University Buzzword Bingo | Solutions University - Buzzword Bingo! | Accountability Bingo | Buzz Word | JINGO
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