This bingo card has a free space and 24 words: FA asks out of pocket question, EDJ advisor wants ETFs in Select, FA needs help with paperwork, You have to call AMR, FA needs something for a meeting in less than 24 hours, You can't reach your manager, You have to email SMA_BDS, FA calls with a 529 problem, FA sends over PII, FA emails you back but won't take your call, FA needs help with website login, FA gives attitude for no reason, FA throws a fit about a signature guarantee, You get flagged by compliance, FA has a problem with lack of track record on ETF models, FA no-shows a scheduled meeting, WMC sends 5+ PIT tasks in one day, FA needs help with SIMPLE IRA (+), You have to call TST, SMA transition analysis request comes in a PDF, FA threatens to pull all money out, HVS puts invalid contact, FA doesn't know who Capital Group is and WMC asks for something we can't do.
Question Bingo | Busy Season Bingo | Busy Season Bingo! | uBreakiFix CS Jill | KK
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