(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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FA follows the agenda during appointments
FA reviews social media for clients and prospects
Goals are reviewed and pressure-tested
Team partners with Life consultants on goal protection strategies
Goals are prioritized and documented
Team has a continuous learning mindset
Team sends thank you notes after client meetings
FA proactively discusses risk, volatility and expectations with clients
Agenda is personalized & includes Key Topics
Team documents and recognizes client milestones
market volatility and declines are reframed as discovery opportunities
BOA sends Agenda in advance
Nearly all clients have more than one goal
BOA ensures next meeting or activity is on the calendar before client leaves
