Use yourHappyPassBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,MerchantServicesJoint MeetingB&AgATBInsuranceJointMeetingRFS JointMeetingwith ATBWealthInvolve apartner in anRSP preapproved loanmeetingB& AG+ATBWealth JointMeetingTAPS JointClientMeetingB&AgGWSemployerpresentationPrepare aCOP jointlywith RFSTeammemberGWSemployeepresentationwith RFSpartnerTake aclient to anEC centreseminarRFS JointMeetingwith APCsitting downto discuss anexistingclient withpartner,Successfulreferral RFSto ATBWealthPrepare COPon a ATBWealth OnlyCorporateClientB&AG +RFS JointMeetingJointmeetingwith apartnerintroductionof client topartner atclient event,etc.....SuccessfulReferralRFS toB&AgHave director orteam mate reviewa COP youprepared, andhave them providefeedbackATB WealthMeetingwith PrivateInvestmentB&AG +APC JointMeetingUse yourHappyPassBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,MerchantServicesJoint MeetingB&AgATBInsuranceJointMeetingRFS JointMeetingwith ATBWealthInvolve apartner in anRSP preapproved loanmeetingB& AG+ATBWealth JointMeetingTAPS JointClientMeetingB&AgGWSemployerpresentationPrepare aCOP jointlywith RFSTeammemberGWSemployeepresentationwith RFSpartnerTake aclient to anEC centreseminarRFS JointMeetingwith APCsitting downto discuss anexistingclient withpartner,Successfulreferral RFSto ATBWealthPrepare COPon a ATBWealth OnlyCorporateClientB&AG +RFS JointMeetingJointmeetingwith apartnerintroductionof client topartner atclient event,etc.....SuccessfulReferralRFS toB&AgHave director orteam mate reviewa COP youprepared, andhave them providefeedbackATB WealthMeetingwith PrivateInvestmentB&AG +APC JointMeeting

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