Promisedto followup in aweekScheduledan in-home apptDialed anumberno longerin serviceEnrolled aclient inonlineaccessSpokeabout e-deliverySpokeabout lifeinsuranceSpokeabout nextstepsSpokeabout anold 401kExplainedmy valueGot anemailLeft aMessageProspectansweredthe phoneFoundover$50,000 inassetsCoded aprospectredSent anEJ opinionreportScheduledan apptGot nameof taxpreparerSpoke toa spousefor thefirst timeFoundassets totransferin-kindBoughtstock fora clientSpoke toa prospectunder age30Set apptfor nextweekGot atrustedcontactSpoke toa clientover age90Got areferralScheduledan appt forafter 5Bought anincomeinvestmentfor a clientAskedfor theorderGothungup onPromisedto followup in aweekScheduledan in-home apptDialed anumberno longerin serviceEnrolled aclient inonlineaccessSpokeabout e-deliverySpokeabout lifeinsuranceSpokeabout nextstepsSpokeabout anold 401kExplainedmy valueGot anemailLeft aMessageProspectansweredthe phoneFoundover$50,000 inassetsCoded aprospectredSent anEJ opinionreportScheduledan apptGot nameof taxpreparerSpoke toa spousefor thefirst timeFoundassets totransferin-kindBoughtstock fora clientSpoke toa prospectunder age30Set apptfor nextweekGot atrustedcontactSpoke toa clientover age90Got areferralScheduledan appt forafter 5Bought anincomeinvestmentfor a clientAskedfor theorderGothungup on

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