SuccessfulReferralRFS toB&AgPrepare COPon a ATBWealth OnlyCorporateClientATB WealthMeetingwith PrivateInvestmentHave director orteam mate reviewa COP youprepared, andhave them providefeedbackPrepare aCOP jointlywith RFSTeammemberTAPS JointClientMeetingB&AgInvolve apartner in anRSP preapproved loanmeetingUse yourHappyPasssitting downto discuss anexistingclient withpartner,Jointmeetingwith apartnerATBInsuranceJointMeetingMerchantServicesJoint MeetingB&AgBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,GWSemployeepresentationwith RFSpartnerSuccessfulreferral RFSto ATBWealthRFS JointMeetingwith APCTake aclient to anEC centreseminarRFS JointMeetingwith ATBWealthintroductionof client topartner atclient event,etc.....GWSemployerpresentationB& AG+ATBWealth JointMeetingB&AG +RFS JointMeetingB&AG +APC JointMeetingSuccessfulReferralRFS toB&AgPrepare COPon a ATBWealth OnlyCorporateClientATB WealthMeetingwith PrivateInvestmentHave director orteam mate reviewa COP youprepared, andhave them providefeedbackPrepare aCOP jointlywith RFSTeammemberTAPS JointClientMeetingB&AgInvolve apartner in anRSP preapproved loanmeetingUse yourHappyPasssitting downto discuss anexistingclient withpartner,Jointmeetingwith apartnerATBInsuranceJointMeetingMerchantServicesJoint MeetingB&AgBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,GWSemployeepresentationwith RFSpartnerSuccessfulreferral RFSto ATBWealthRFS JointMeetingwith APCTake aclient to anEC centreseminarRFS JointMeetingwith ATBWealthintroductionof client topartner atclient event,etc.....GWSemployerpresentationB& AG+ATBWealth JointMeetingB&AG +RFS JointMeetingB&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. Successful Referral RFS to B&Ag
  2. Prepare COP on a ATB Wealth Only Corporate Client
  3. ATB Wealth Meeting with Private Investment
  4. Have director or team mate review a COP you prepared, and have them provide feedback
  5. Prepare a COP jointly with RFS Team member
  6. TAPS Joint Client Meeting B&Ag
  7. Involve a partner in an RSP pre approved loan meeting
  8. Use your Happy Pass
  9. sitting down to discuss an existing client with partner,
  10. Joint meeting with a partner
  11. ATB Insurance Joint Meeting
  12. Merchant Services Joint Meeting B&Ag
  13. Bringing a wealth partner in on branch investment renewals
  14. joint call, introduction made,
  15. GWS employee presentation with RFS partner
  16. Successful referral RFS to ATB Wealth
  17. RFS Joint Meeting with APC
  18. Take a client to an EC centre seminar
  19. RFS Joint Meeting with ATB Wealth
  20. introduction of client to partner at client event, etc.....
  21. GWS employer presentation
  22. B& AG +ATB Wealth Joint Meeting
  23. B&AG + RFS Joint Meeting
  24. B&AG + APC Joint Meeting