BOAconducts apre-meetingwith clientsTeam sendsthank younotes afterclientmeetingsBOAsendsAgenda inadvanceFree!Teamdocuments andrecognizesclientmilestonesNearly allclients havemore thanone goalmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesFA followsthe agendaduringappointmentsTeam partnerswith Lifeconsultants ongoal protectionstrategiesAgenda ispersonalized& includesKey TopicsFA proactivelydiscusses risk,volatility andexpectationswith clientsFA reviewssocial mediafor clientsandprospectsGoals areprioritizedanddocumentedTeam has acontinuouslearningmindsetGoals arereviewedandpressure-testedBOAconducts apre-meetingwith clientsTeam sendsthank younotes afterclientmeetingsBOAsendsAgenda inadvanceFree!Teamdocuments andrecognizesclientmilestonesNearly allclients havemore thanone goalmarket volatilityand declinesare reframed asdiscoveryopportunitiesBOA ensuresnext meeting oractivity is on thecalendar beforeclient leavesFA followsthe agendaduringappointmentsTeam partnerswith Lifeconsultants ongoal protectionstrategiesAgenda ispersonalized& includesKey TopicsFA proactivelydiscusses risk,volatility andexpectationswith clientsFA reviewssocial mediafor clientsandprospectsGoals areprioritizedanddocumentedTeam has acontinuouslearningmindsetGoals arereviewedandpressure-tested

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