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