Team has acontinuouslearningmindsetBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesmarket volatilityand declinesare reframed asdiscoveryopportunitiesAgenda ispersonalized& includesKey TopicsFA proactivelydiscusses risk,volatility andexpectationswith clientsTeamdocuments andrecognizesclientmilestonesFA reviewssocial mediafor clientsandprospectsGoals arereviewedandpressure-testedNearly allclients havemore thanone goalFA followsthe agendaduringappointmentsFree!Goals areprioritizedanddocumentedBOAconducts apre-meetingwith clientsTeam partnerswith Lifeconsultants ongoal protectionstrategiesBOAsendsAgenda inadvanceTeam sendsthank younotes afterclientmeetingsTeam has acontinuouslearningmindsetBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesmarket volatilityand declinesare reframed asdiscoveryopportunitiesAgenda ispersonalized& includesKey TopicsFA proactivelydiscusses risk,volatility andexpectationswith clientsTeamdocuments andrecognizesclientmilestonesFA reviewssocial mediafor clientsandprospectsGoals arereviewedandpressure-testedNearly allclients havemore thanone goalFA followsthe agendaduringappointmentsFree!Goals areprioritizedanddocumentedBOAconducts apre-meetingwith clientsTeam partnerswith Lifeconsultants ongoal protectionstrategiesBOAsendsAgenda inadvanceTeam sendsthank younotes afterclientmeetings

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