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