GWSemployeepresentationwith RFSpartnerGWSemployerpresentationUse yourHappyPassTake aclient to anEC centreseminarB&AG +APC JointMeetingATBInsuranceJointMeetingjoint call,introductionmade,sitting downto discuss anexistingclient withpartner,SuccessfulReferralRFS toB&AgSuccessfulreferral RFSto ATBWealthRFS JointMeetingwith ATBWealthMerchantServicesJoint MeetingB&AgB&AG +RFS JointMeetingPrepare COPon a ATBWealth OnlyCorporateClientATB WealthMeetingwith PrivateInvestmentTAPS JointClientMeetingB&AgInvolve apartner in anRSP preapproved loanmeetingHave director orteam mate reviewa COP youprepared, andhave them providefeedbackB& AG+ATBWealth JointMeetingRFS JointMeetingwith APCJointmeetingwith apartnerintroductionof client topartner atclient event,etc.....Prepare aCOP jointlywith RFSTeammemberBringing awealth partnerin on branchinvestmentrenewalsGWSemployeepresentationwith RFSpartnerGWSemployerpresentationUse yourHappyPassTake aclient to anEC centreseminarB&AG +APC JointMeetingATBInsuranceJointMeetingjoint call,introductionmade,sitting downto discuss anexistingclient withpartner,SuccessfulReferralRFS toB&AgSuccessfulreferral RFSto ATBWealthRFS JointMeetingwith ATBWealthMerchantServicesJoint MeetingB&AgB&AG +RFS JointMeetingPrepare COPon a ATBWealth OnlyCorporateClientATB WealthMeetingwith PrivateInvestmentTAPS JointClientMeetingB&AgInvolve apartner in anRSP preapproved loanmeetingHave director orteam mate reviewa COP youprepared, andhave them providefeedbackB& AG+ATBWealth JointMeetingRFS JointMeetingwith APCJointmeetingwith apartnerintroductionof client topartner atclient event,etc.....Prepare aCOP jointlywith RFSTeammemberBringing awealth partnerin on branchinvestmentrenewals

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