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