(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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Prepare a COP jointly with RFS Team member
Successful referral RFS to ATB Wealth
Involve a partner in an RSP pre approved loan meeting
Take a client to an EC centre seminar
joint call, introduction made,
RFS Joint Meeting with APC
Successful Referral RFS to B&Ag
Have director or team mate review a COP you prepared, and have them provide feedback
introduction of client to partner at client event, etc.....
TAPS Joint Client Meeting B&Ag
Merchant Services Joint Meeting B&Ag
Prepare COP on a ATB Wealth Only Corporate Client
ATB Insurance Joint Meeting
Bringing a wealth partner in on branch investment renewals
RFS Joint Meeting with ATB Wealth
ATB Wealth Meeting with Private Investment
GWS employer presentation
sitting down to discuss an existing client with partner,
