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