Scheduledan apptSpokeabout nextstepsFoundassets totransferin-kindFoundover$50,000 inassetsGot anemailPromisedto followup in aweekSet apptfor nextweekSent anEJ opinionreportSpokeabout e-deliverySpoke toa prospectunder age30Dialed anumberno longerin serviceScheduledan appt forafter 5Spokeabout anold 401kLeft aMessageProspectansweredthe phoneCoded aprospectredSpokeabout lifeinsuranceBoughtstock fora clientGot atrustedcontactScheduledan in-home apptGothungup onGot areferralGot nameof taxpreparerExplainedmy valueSpoke toa spousefor thefirst timeEnrolled aclient inonlineaccessAskedfor theorderSpoke toa clientover age90Bought anincomeinvestmentfor a clientScheduledan apptSpokeabout nextstepsFoundassets totransferin-kindFoundover$50,000 inassetsGot anemailPromisedto followup in aweekSet apptfor nextweekSent anEJ opinionreportSpokeabout e-deliverySpoke toa prospectunder age30Dialed anumberno longerin serviceScheduledan appt forafter 5Spokeabout anold 401kLeft aMessageProspectansweredthe phoneCoded aprospectredSpokeabout lifeinsuranceBoughtstock fora clientGot atrustedcontactScheduledan in-home apptGothungup onGot areferralGot nameof taxpreparerExplainedmy valueSpoke toa spousefor thefirst timeEnrolled aclient inonlineaccessAskedfor theorderSpoke toa clientover age90Bought anincomeinvestmentfor a client

Edward Jones Call session - 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. Scheduled an appt
  2. Spoke about next steps
  3. Found assets to transfer in-kind
  4. Found over $50,000 in assets
  5. Got an email
  6. Promised to follow up in a week
  7. Set appt for next week
  8. Sent an EJ opinion report
  9. Spoke about e-delivery
  10. Spoke to a prospect under age 30
  11. Dialed a number no longer in service
  12. Scheduled an appt for after 5
  13. Spoke about an old 401k
  14. Left a Message
  15. Prospect answered the phone
  16. Coded a prospect red
  17. Spoke about life insurance
  18. Bought stock for a client
  19. Got a trusted contact
  20. Scheduled an in-home appt
  21. Got hung up on
  22. Got a referral
  23. Got name of tax preparer
  24. Explained my value
  25. Spoke to a spouse for the first time
  26. Enrolled a client in online access
  27. Asked for the order
  28. Spoke to a client over age 90
  29. Bought an income investment for a client