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