Metrics AtOr AboveTeam Avg -Productivity10 or MoreInceptionsIn OneDayObj Chgwith MergerFrom FAAdvisoryTake 20Main LineCalls WithinA MonthMetrics AtOr AboveTeam Avg- ErrorsDVPBasicObjChangeMF/ETFCancelTransferFromRetailAccountKeep AllReg Chg -Bene AcctCashAccountWWYSTRfromMF/ETFAccountObj Chgwith MergerFrom MgdAcctWorkRPAQueueCashAccountObjChangewith CapAddMulti-PackHouseholdAccountsFAAdvisoryCancelKeep AllRegChange -TODObjChangewith CapW/DBasicSellSMA/UMACancelRothConversionFundingObj Chgwith MergerFrom RetailAcctMetrics AtOr AboveTeam Avg -Productivity10 or MoreInceptionsIn OneDayObj Chgwith MergerFrom FAAdvisoryTake 20Main LineCalls WithinA MonthMetrics AtOr AboveTeam Avg- ErrorsDVPBasicObjChangeMF/ETFCancelTransferFromRetailAccountKeep AllReg Chg -Bene AcctCashAccountWWYSTRfromMF/ETFAccountObj Chgwith MergerFrom MgdAcctWorkRPAQueueCashAccountObjChangewith CapAddMulti-PackHouseholdAccountsFAAdvisoryCancelKeep AllRegChange -TODObjChangewith CapW/DBasicSellSMA/UMACancelRothConversionFundingObj Chgwith MergerFrom RetailAcct

MF/ETF 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Metrics At Or Above Team Avg - Productivity
  2. 10 or More Inceptions In One Day
  3. Obj Chg with Merger From FA Advisory
  4. Take 20 Main Line Calls Within A Month
  5. Metrics At Or Above Team Avg - Errors
  6. DVP
  7. Basic Obj Change
  8. MF/ETF Cancel
  9. Transfer From Retail Account
  10. Keep All Reg Chg - Bene Acct
  11. Cash Account
  12. WWYSTR from MF/ETF Account
  13. Obj Chg with Merger From Mgd Acct
  14. Work RPA Queue
  15. Cash Account
  16. Obj Change with Cap Add
  17. Multi-Pack Household Accounts
  18. FA Advisory Cancel
  19. Keep All Reg Change - TOD
  20. Obj Change with Cap W/D
  21. Basic Sell
  22. SMA/UMA Cancel
  23. Roth Conversion Funding
  24. Obj Chg with Merger From Retail Acct