This bingo card has a free space and 32 words: Planning your Estate, 5-step Process, Trimester Action Plan, Business Plan, Client Goals Center, An Ideal Client Experience, Client Needs, Paying for Education, Serve Clients, Five-star Relationship Measure, New Assets, 2020 Vision, Create Clients, Portfolio, Basic Analysis, Deeply Served, Preparing for Retirement, Practice Management, Documented Goals, Preparing for the Unexpected, My Branch, Client Experience Index, Relationship Manager, Client Consultation Group, Opportunities Tab, Solutions-based Advice, How do I get there?, Living in Retirement, My Branch, Branch Efficiency, Tailored Solutions and Business Plan.
⚠ This card has duplicate items: Business Plan (2), My Branch (2)
Solutions University - Buzzword Bingo! | Accountability Bingo | Buzz Word | JINGO | Rehmann - BINGO 2024
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