Nearly allclients havemore thanone goalGoals areprioritizedanddocumentedTeam partnerswith Lifeconsultants ongoal protectionstrategiesFA proactivelydiscusses risk,volatility andexpectationswith clientsGoals arereviewedandpressure-testedmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesTeam has acontinuouslearningmindsetFA reviewssocial mediafor clientsandprospectsTeam sendsthank younotes afterclientmeetingsBOAconducts apre-meetingwith clientsFA followsthe agendaduringappointmentsAgenda ispersonalized& includesKey TopicsBOAsendsAgenda inadvanceFree!Teamdocuments andrecognizesclientmilestonesNearly allclients havemore thanone goalGoals areprioritizedanddocumentedTeam partnerswith Lifeconsultants ongoal protectionstrategiesFA proactivelydiscusses risk,volatility andexpectationswith clientsGoals arereviewedandpressure-testedmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesTeam has acontinuouslearningmindsetFA reviewssocial mediafor clientsandprospectsTeam sendsthank younotes afterclientmeetingsBOAconducts apre-meetingwith clientsFA followsthe agendaduringappointmentsAgenda ispersonalized& includesKey TopicsBOAsendsAgenda inadvanceFree!Teamdocuments andrecognizesclientmilestones

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