Paying for Education Goal Relationship Manager Share of Wallet TOD Portfolio Assets Needs Money Market Tailored solutions Insured Bank Deposit Loyalty Protection Cash Management Core Services Client Experience Index (CEI) Asset Allocation Three Stars Deeply Served Referrals Two Stars Solutions- based Advice My Branch Living in Retirement Protection Multiple Accounts Annuity Opportunities Tab Online Account Access Five-star Relationship Measure 5-step Process Zero Stars Investments An Ideal Client Experience Paying for Education Goal Relationship Manager Share of Wallet TOD Portfolio Assets Needs Money Market Tailored solutions Insured Bank Deposit Loyalty Protection Cash Management Core Services Client Experience Index (CEI) Asset Allocation Three Stars Deeply Served Referrals Two Stars Solutions- based Advice My Branch Living in Retirement Protection Multiple Accounts Annuity Opportunities Tab Online Account Access Five-star Relationship Measure 5-step Process Zero Stars Investments An Ideal Client Experience
(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.
Paying for Education
Goal
Relationship Manager
Share of Wallet
TOD
Portfolio
Assets
Needs
Money Market
Tailored solutions
Insured Bank Deposit
Loyalty
Protection
Cash Management
Core Services
Client Experience Index (CEI)
Asset Allocation
Three Stars
Deeply Served
Referrals
Two Stars
Solutions-based Advice
My Branch
Living in Retirement
Protection
Multiple Accounts
Annuity
Opportunities Tab
Online Account Access
Five-star Relationship Measure
5-step Process
Zero Stars
Investments
An Ideal Client Experience