Dashboards Microsoft Teams MOD 2.0 Contact by household MoneyGuide Pro Investment Research Group Coaching Preliminary Goals Referable Service SalesForce Net Flows Comprehensive advice Tax-loss harvesting Prospect pipeline No such thing as just a "service meeting" CRM Goal- Based Advice Subscription ACE Cash Balance Plan Journey Meaningful contact FinTech AFA Business Development Program Conversation Kit Structured Annuities Opportunity Tracker Perspective Target Market Client Acquisition Client Experience Dashboards Microsoft Teams MOD 2.0 Contact by household MoneyGuide Pro Investment Research Group Coaching Preliminary Goals Referable Service SalesForce Net Flows Comprehensive advice Tax-loss harvesting Prospect pipeline No such thing as just a "service meeting" CRM Goal- Based Advice Subscription ACE Cash Balance Plan Journey Meaningful contact FinTech AFA Business Development Program Conversation Kit Structured Annuities Opportunity Tracker Perspective Target Market Client Acquisition Client Experience
(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.
Dashboards
Microsoft Teams
MOD 2.0
Contact by household
MoneyGuide Pro
Investment Research Group
Coaching
Preliminary Goals
Referable Service
SalesForce
Net Flows
Comprehensive advice
Tax-loss harvesting
Prospect pipeline
No such thing as just a "service meeting"
CRM
Goal-Based Advice
Subscription
ACE
Cash Balance Plan
Journey
Meaningful contact
FinTech
AFA Business Development Program
Conversation Kit
Structured Annuities
Opportunity Tracker
Perspective
Target Market Client Acquisition
Client Experience