"You can stop by" "I thought you were a client calling" "I'm retiring" HANG UP "I don't handle their calendar." They no longer work here On vacation for 2+ weeks In a meeting Same gatekeeper 4x "Take me off your list" Thinks it is a recruiting call "Now's not a good time" "Gone for the day" before noon Discovery meeting/get client name Referral to another advisor "Bright who?" "Are you the annuity guy?" "Are you doing a lunch?" They don't meet with wholesalers Set appointment YAYY!! Send them an email With a client "I don't do insurance" "Call after the market closes" "You can stop by" "I thought you were a client calling" "I'm retiring" HANG UP "I don't handle their calendar." They no longer work here On vacation for 2+ weeks In a meeting Same gatekeeper 4x "Take me off your list" Thinks it is a recruiting call "Now's not a good time" "Gone for the day" before noon Discovery meeting/get client name Referral to another advisor "Bright who?" "Are you the annuity guy?" "Are you doing a lunch?" They don't meet with wholesalers Set appointment YAYY!! Send them an email With a client "I don't do insurance" "Call after the market closes"
(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.
"You can stop by"
"I thought you were a client calling"
"I'm retiring"
HANG UP
"I don't handle their calendar."
They no longer work here
On vacation for 2+ weeks
In a meeting
Same gatekeeper 4x
"Take me off your list"
Thinks it is a recruiting call
"Now's not a good time"
"Gone for the day" before noon
Discovery meeting/get client name
Referral to another advisor
"Bright who?"
"Are you the annuity guy?"
"Are you doing a lunch?"
They don't meet with wholesalers
Set appointment YAYY!!
Send them an email
With a client
"I don't do insurance"
"Call after the market closes"