uncover a pain What do you like about your current FI What's your experience with ____? What do you enjoy about ___? Introduce them to your team record yourself on 3 follow up calls notate personal hobbies Send a note other than thank you complete 5 pre-call planning sheets Define financial success for you When we last spoke you ____? Ask for two financial goals What do you dislike about your current FI How are you saving for retire- ment? submit contest profiles use transition statement Set the expectation for future contact uncover a dream make a recommendation w/a stmt How do you imagine ______? How do you currently handle _____? Share your value promise Any major life events? Learn something about their family uncover a pain What do you like about your current FI What's your experience with ____? What do you enjoy about ___? Introduce them to your team record yourself on 3 follow up calls notate personal hobbies Send a note other than thank you complete 5 pre-call planning sheets Define financial success for you When we last spoke you ____? Ask for two financial goals What do you dislike about your current FI How are you saving for retire- ment? submit contest profiles use transition statement Set the expectation for future contact uncover a dream make a recommendation w/a stmt How do you imagine ______? How do you currently handle _____? Share your value promise Any major life events? Learn something about their family
(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.
uncover a pain
What do you like about your current FI
What's your experience with ____?
What do you enjoy about ___?
Introduce them to your team
record yourself on 3 follow up calls
notate personal hobbies
Send a note other than thank you
complete 5 pre-call planning sheets
Define financial success for you
When we last spoke you ____?
Ask for two financial goals
What do you dislike about your current FI
How are you saving for retire-ment?
submit contest profiles
use transition statement
Set the expectation for future contact
uncover a dream
make a recommendation w/a stmt
How do you imagine
______?
How do you currently handle _____?
Share your value promise
Any major life events?
Learn something about their family