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