This bingo card has a free space and 24 words: Handwrite birthday cards for clients every month, Have ALL your training done, In the last week are missing an appt the calendar you KNOW you added, Took time for yourself this week, Accomplished a goal, Currently processing an estate, Got a hold of the client who never answers, Helped another BOA, Learned something new about a client, Signed a birthday card, Have a client you haven't been able to get in contact with for 60+ days, Had printer issues, Took time for yourself this week, Had a client yell at you in the past week, Currently have a life insurance application pending, Had to reorder paper, Have killed an office plant in the past year, Had an unexpected client walk-in, Learned something new about your FA, Have attended a HO prepared Zoom in the past month to learn something new that's happening, A client made you laugh, In the last week you were on hold with HO longer than 30 minutes, Have a client 100+ years old and Have all your RMD's completed for the year.
⚠ This card has duplicate items: Took time for yourself this week (2)
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