Talked toa clientfrom FLRetention#3Talked toa BoeingclientPALeadPALeadRetention#1Introduceyourself toa new hireas of 9/11Had AGST$convoListened toone of yourcalls andsend XtinafeedbackTalked to aclient who'sname isJohnIRALead#1Retention#2Said "IRecommend"to a clientUsed yourEngageStatementRoll-inLead#1BranchReferral#1Talk toa FordClientTalked toaDominionclientRoll-inLeadCompletea SaleskeyProficiencyMasterIRALead#2Enrollment#1Determineda client'sgoalBranchReferral#2Talked toa clientfrom FLRetention#3Talked toa BoeingclientPALeadPALeadRetention#1Introduceyourself toa new hireas of 9/11Had AGST$convoListened toone of yourcalls andsend XtinafeedbackTalked to aclient who'sname isJohnIRALead#1Retention#2Said "IRecommend"to a clientUsed yourEngageStatementRoll-inLead#1BranchReferral#1Talk toa FordClientTalked toaDominionclientRoll-inLeadCompletea SaleskeyProficiencyMasterIRALead#2Enrollment#1Determineda client'sgoalBranchReferral#2

FE Advisor 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. Talked to a client from FL
  2. Retention #3
  3. Talked to a Boeing client
  4. PA Lead
  5. PA Lead
  6. Retention #1
  7. Introduce yourself to a new hire as of 9/11
  8. Had A GST$ convo
  9. Listened to one of your calls and send Xtina feedback
  10. Talked to a client who's name is John
  11. IRA Lead #1
  12. Retention #2
  13. Said "I Recommend" to a client
  14. Used your Engage Statement
  15. Roll-in Lead #1
  16. Branch Referral #1
  17. Talk to a Ford Client
  18. Talked to a Dominion client
  19. Roll-in Lead
  20. Complete a Saleskey Proficiency Master
  21. IRA Lead #2
  22. Enrollment #1
  23. Determined a client's goal
  24. Branch Referral #2