Ask fortwofinancialgoalsIntroducethem toyour teamSend anote otherthan thankyouShareyour valuepromiseWhat'syourexperiencewith ____?What doyou likeabout yourcurrent FILearnsomethingabout theirfamilyHow do youcurrentlyhandle_____?uncoveradreamusetransitionstatementmake arecommendationw/a stmtSet theexpectationfor futurecontactHow areyou savingfor retire-ment?uncovera painDefinefinancialsuccessfor yousubmitcontestprofilesrecordyourselfon 3 followup callsAny majorlifeevents?notatepersonalhobbiescomplete5 pre-callplanningsheetsWhat doyou enjoyabout___?What doyou dislikeabout yourcurrent FIHow doyouimagine______?When welast spokeyou ____?Ask fortwofinancialgoalsIntroducethem toyour teamSend anote otherthan thankyouShareyour valuepromiseWhat'syourexperiencewith ____?What doyou likeabout yourcurrent FILearnsomethingabout theirfamilyHow do youcurrentlyhandle_____?uncoveradreamusetransitionstatementmake arecommendationw/a stmtSet theexpectationfor futurecontactHow areyou savingfor retire-ment?uncovera painDefinefinancialsuccessfor yousubmitcontestprofilesrecordyourselfon 3 followup callsAny majorlifeevents?notatepersonalhobbiescomplete5 pre-callplanningsheetsWhat doyou enjoyabout___?What doyou dislikeabout yourcurrent FIHow doyouimagine______?When welast spokeyou ____?

Untitled Bingo - Call List

(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.


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  1. Ask for two financial goals
  2. Introduce them to your team
  3. Send a note other than thank you
  4. Share your value promise
  5. What's your experience with ____?
  6. What do you like about your current FI
  7. Learn something about their family
  8. How do you currently handle _____?
  9. uncover a dream
  10. use transition statement
  11. make a recommendation w/a stmt
  12. Set the expectation for future contact
  13. How are you saving for retire-ment?
  14. uncover a pain
  15. Define financial success for you
  16. submit contest profiles
  17. record yourself on 3 follow up calls
  18. Any major life events?
  19. notate personal hobbies
  20. complete 5 pre-call planning sheets
  21. What do you enjoy about ___?
  22. What do you dislike about your current FI
  23. How do you imagine ______?
  24. When we last spoke you ____?