ATB WealthMeetingwith PrivateInvestmentPrepare COPon a ATBWealth OnlyCorporateClientUse yourHappyPassSuccessfulreferral RFSto ATBWealthGWSemployeepresentationwith RFSpartnerRFS JointMeetingwith APCB&AG +RFS JointMeetingJointmeetingwith apartnerTAPS JointClientMeetingB&AgTake aclient to anEC centreseminarMerchantServicesJoint MeetingB&AgATBInsuranceJointMeetingBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,Have director orteam mate reviewa COP youprepared, andhave them providefeedbackInvolve apartner in anRSP preapproved loanmeetingsitting downto discuss anexistingclient withpartner,B&AG +APC JointMeetingB& AG+ATBWealth JointMeetingintroductionof client topartner atclient event,etc.....SuccessfulReferralRFS toB&AgPrepare aCOP jointlywith RFSTeammemberRFS JointMeetingwith ATBWealthGWSemployerpresentationATB WealthMeetingwith PrivateInvestmentPrepare COPon a ATBWealth OnlyCorporateClientUse yourHappyPassSuccessfulreferral RFSto ATBWealthGWSemployeepresentationwith RFSpartnerRFS JointMeetingwith APCB&AG +RFS JointMeetingJointmeetingwith apartnerTAPS JointClientMeetingB&AgTake aclient to anEC centreseminarMerchantServicesJoint MeetingB&AgATBInsuranceJointMeetingBringing awealth partnerin on branchinvestmentrenewalsjoint call,introductionmade,Have director orteam mate reviewa COP youprepared, andhave them providefeedbackInvolve apartner in anRSP preapproved loanmeetingsitting downto discuss anexistingclient withpartner,B&AG +APC JointMeetingB& AG+ATBWealth JointMeetingintroductionof client topartner atclient event,etc.....SuccessfulReferralRFS toB&AgPrepare aCOP jointlywith RFSTeammemberRFS JointMeetingwith ATBWealthGWSemployerpresentation

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