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