Appreciate Client's Business It's EASY Leverage Secure Message Assist with TOA online Followup with a client RMD Help Lift CVRC Restriction POA / View Only One call/chat resolution Stand and Work Enter a Lead Fund Transfer Status Show Tax Forms Explain the Difference Between IRAs Straight 0 Survey Use Glance with a Client reinvest div/update tax online Check Additional Needs Establish MoneyLink Fees and Minimums Recognize Life Event Bank Inquiries Straight 10 Survey Use Group Chats Client uses your name Ownership Statement Website Navigation Bring up the Learning Center Client First Appreciate Client's Business It's EASY Leverage Secure Message Assist with TOA online Followup with a client RMD Help Lift CVRC Restriction POA / View Only One call/chat resolution Stand and Work Enter a Lead Fund Transfer Status Show Tax Forms Explain the Difference Between IRAs Straight 0 Survey Use Glance with a Client reinvest div/update tax online Check Additional Needs Establish MoneyLink Fees and Minimums Recognize Life Event Bank Inquiries Straight 10 Survey Use Group Chats Client uses your name Ownership Statement Website Navigation Bring up the Learning Center Client First
(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.
Appreciate Client's
Business
It's EASY
Leverage Secure Message
Assist with TOA online
Followup with a client
RMD
Help Lift CVRC Restriction
POA / View Only
One call/chat resolution
Stand and Work
Enter a Lead
Fund Transfer Status
Show
Tax Forms
Explain the Difference Between IRAs
Straight 0 Survey
Use Glance with a Client
reinvest div/update tax online
Check Additional Needs
Establish MoneyLink
Fees and Minimums
Recognize Life Event
Bank Inquiries
Straight 10 Survey
Use Group Chats
Client uses your name
Ownership Statement
Website Navigation
Bring up the Learning Center
Client First