SuccessfulReferralRFS toB&Agjoint call,introductionmade,MerchantServicesJoint MeetingB&AgB&AG +APC JointMeetingBringing awealth partnerin on branchinvestmentrenewalsPrepare aCOP jointlywith RFSTeammemberJointmeetingwith apartnerTake aclient to anEC centreseminarB& AG+ATBWealth JointMeetingATBInsuranceJointMeetingATB WealthMeetingwith PrivateInvestmentUse yourHappyPassInvolve apartner in anRSP preapproved loanmeetingGWSemployeepresentationwith RFSpartnerGWSemployerpresentationRFS JointMeetingwith ATBWealthPrepare COPon a ATBWealth OnlyCorporateClientTAPS JointClientMeetingB&AgB&AG +RFS JointMeetingHave director orteam mate reviewa COP youprepared, andhave them providefeedbacksitting downto discuss anexistingclient withpartner,RFS JointMeetingwith APCintroductionof client topartner atclient event,etc.....Successfulreferral RFSto ATBWealthSuccessfulReferralRFS toB&Agjoint call,introductionmade,MerchantServicesJoint MeetingB&AgB&AG +APC JointMeetingBringing awealth partnerin on branchinvestmentrenewalsPrepare aCOP jointlywith RFSTeammemberJointmeetingwith apartnerTake aclient to anEC centreseminarB& AG+ATBWealth JointMeetingATBInsuranceJointMeetingATB WealthMeetingwith PrivateInvestmentUse yourHappyPassInvolve apartner in anRSP preapproved loanmeetingGWSemployeepresentationwith RFSpartnerGWSemployerpresentationRFS JointMeetingwith ATBWealthPrepare COPon a ATBWealth OnlyCorporateClientTAPS JointClientMeetingB&AgB&AG +RFS JointMeetingHave director orteam mate reviewa COP youprepared, andhave them providefeedbacksitting downto discuss anexistingclient withpartner,RFS JointMeetingwith APCintroductionof client topartner atclient event,etc.....Successfulreferral RFSto ATBWealth

#WeAreOne Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Successful Referral RFS to B&Ag
  2. joint call, introduction made,
  3. Merchant Services Joint Meeting B&Ag
  4. B&AG + APC Joint Meeting
  5. Bringing a wealth partner in on branch investment renewals
  6. Prepare a COP jointly with RFS Team member
  7. Joint meeting with a partner
  8. Take a client to an EC centre seminar
  9. B& AG +ATB Wealth Joint Meeting
  10. ATB Insurance Joint Meeting
  11. ATB Wealth Meeting with Private Investment
  12. Use your Happy Pass
  13. Involve a partner in an RSP pre approved loan meeting
  14. GWS employee presentation with RFS partner
  15. GWS employer presentation
  16. RFS Joint Meeting with ATB Wealth
  17. Prepare COP on a ATB Wealth Only Corporate Client
  18. TAPS Joint Client Meeting B&Ag
  19. B&AG + RFS Joint Meeting
  20. Have director or team mate review a COP you prepared, and have them provide feedback
  21. sitting down to discuss an existing client with partner,
  22. RFS Joint Meeting with APC
  23. introduction of client to partner at client event, etc.....
  24. Successful referral RFS to ATB Wealth