Nearly allclients havemore thanone goalmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesGoals arereviewedandpressure-testedTeam sendsthank younotes afterclientmeetingsFree!Team has acontinuouslearningmindsetTeamdocuments andrecognizesclientmilestonesTeam partnerswith Lifeconsultants ongoal protectionstrategiesAgenda ispersonalized& includesKey TopicsFA reviewssocial mediafor clientsandprospectsBOAconducts apre-meetingwith clientsFA proactivelydiscusses risk,volatility andexpectationswith clientsFA followsthe agendaduringappointmentsBOAsendsAgenda inadvanceGoals areprioritizedanddocumentedNearly allclients havemore thanone goalmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesGoals arereviewedandpressure-testedTeam sendsthank younotes afterclientmeetingsFree!Team has acontinuouslearningmindsetTeamdocuments andrecognizesclientmilestonesTeam partnerswith Lifeconsultants ongoal protectionstrategiesAgenda ispersonalized& includesKey TopicsFA reviewssocial mediafor clientsandprospectsBOAconducts apre-meetingwith clientsFA proactivelydiscusses risk,volatility andexpectationswith clientsFA followsthe agendaduringappointmentsBOAsendsAgenda inadvanceGoals areprioritizedanddocumented

GOALS BASED ADVICE - 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. Nearly all clients have more than one goal
  2. market volatility and declines are reframed as discovery opportunities
  3. BOA ensures next meeting or activity is on the calendar before client leaves
  4. Goals are reviewed and pressure-tested
  5. Team sends thank you notes after client meetings
  6. Free!
  7. Team has a continuous learning mindset
  8. Team documents and recognizes client milestones
  9. Team partners with Life consultants on goal protection strategies
  10. Agenda is personalized & includes Key Topics
  11. FA reviews social media for clients and prospects
  12. BOA conducts a pre-meeting with clients
  13. FA proactively discusses risk, volatility and expectations with clients
  14. FA follows the agenda during appointments
  15. BOA sends Agenda in advance
  16. Goals are prioritized and documented