ClientConsultationGroupClientNeedsPortfolioPreparingfor theUnexpected5-stepProcessOpportunitiesTabCreateClientsClientGoalsCenterNewAssetsTailoredSolutionsPreparingforRetirementAn IdealClientExperienceLiving inRetirementBusinessPlanRelationshipManagerServeClientsFive-starRelationshipMeasureHow doI getthere?DocumentedGoalsSolutions-basedAdviceBranchEfficiencyBasicAnalysisClientExperienceIndexTrimesterActionPlanPaying forEducationMyBranchDeeplyServed2020VisionMyBranchPlanningyourEstatePracticeManagementBusinessPlanClientConsultationGroupClientNeedsPortfolioPreparingfor theUnexpected5-stepProcessOpportunitiesTabCreateClientsClientGoalsCenterNewAssetsTailoredSolutionsPreparingforRetirementAn IdealClientExperienceLiving inRetirementBusinessPlanRelationshipManagerServeClientsFive-starRelationshipMeasureHow doI getthere?DocumentedGoalsSolutions-basedAdviceBranchEfficiencyBasicAnalysisClientExperienceIndexTrimesterActionPlanPaying forEducationMyBranchDeeplyServed2020VisionMyBranchPlanningyourEstatePracticeManagementBusinessPlan

Solutions University Buzzword Bingo - 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. Client Consultation Group
  2. Client Needs
  3. Portfolio
  4. Preparing for the Unexpected
  5. 5-step Process
  6. Opportunities Tab
  7. Create Clients
  8. Client Goals Center
  9. New Assets
  10. Tailored Solutions
  11. Preparing for Retirement
  12. An Ideal Client Experience
  13. Living in Retirement
  14. Business Plan
  15. Relationship Manager
  16. Serve Clients
  17. Five-star Relationship Measure
  18. How do I get there?
  19. Documented Goals
  20. Solutions-based Advice
  21. Branch Efficiency
  22. Basic Analysis
  23. Client Experience Index
  24. Trimester Action Plan
  25. Paying for Education
  26. My Branch
  27. Deeply Served
  28. 2020 Vision
  29. My Branch
  30. Planning your Estate
  31. Practice Management
  32. Business Plan