How to target a CFA referral

How to target a CFA referral Bingo Card
Preview

This bingo card has a free space and 24 words: Customer has high balance in ckg or sav, Customer going through life change, Talk w/new Cust. about financial future, Customer looking for CD rates, Cusotmer looking to retire soon, Customer having baby, Customer just out of college, Customer's child getting married, Customer getting married, Customer getting divorice, Customer renewing CD, Customer opening up CD/IRA, Customer with large check, Customer cashing out a CD, Customer with 10k+ in assets, Customer saving for a house, Customer complaining about CD Rates, Customer switching everything over to CB, Mom or Dad opening up minor sav, Customer who just graduated college, Customer depositing investment check, Customer who is struggling financially, Customer with net worth of over 10k and Customer looking to save for future.

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Probabilities

With players vying for a you'll have to call about __ items before someone wins. There's a __% chance that a lucky player would win after calling __ items.

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