market volatilityand declinesare reframed asdiscoveryopportunitiesNearly allclients havemore thanone goalTeam sendsthank younotes afterclientmeetingsFree!Agenda ispersonalized& includesKey TopicsBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesGoals areprioritizedanddocumentedGoals arereviewedandpressure-testedBOAsendsAgenda inadvanceFA proactivelydiscusses risk,volatility andexpectationswith clientsTeamdocuments andrecognizesclientmilestonesFA followsthe agendaduringappointmentsBOAconducts apre-meetingwith clientsTeam has acontinuouslearningmindsetFA reviewssocial mediafor clientsandprospectsTeam partnerswith Lifeconsultants ongoal protectionstrategiesmarket volatilityand declinesare reframed asdiscoveryopportunitiesNearly allclients havemore thanone goalTeam sendsthank younotes afterclientmeetingsFree!Agenda ispersonalized& includesKey TopicsBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesGoals areprioritizedanddocumentedGoals arereviewedandpressure-testedBOAsendsAgenda inadvanceFA proactivelydiscusses risk,volatility andexpectationswith clientsTeamdocuments andrecognizesclientmilestonesFA followsthe agendaduringappointmentsBOAconducts apre-meetingwith clientsTeam has acontinuouslearningmindsetFA reviewssocial mediafor clientsandprospectsTeam partnerswith Lifeconsultants ongoal protectionstrategies

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