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