Openan EJaccountCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Completea learningmoduleIntroducesomeone tothe EdwardJones careeropportunityWrite anencouragingemail tosomeoneRead abook thismonthLevel upin the past30 daysSign uptovolunteerSing happybirthday to aclient,friend,familyon their birthdayUpdateyourbusinessplanDeeplyservedscore of%75UpdateyourbusinessplanWearthe EJlogoRun yourbranchteammeetingRegister forArea Dayand/or theCentennialCelebrationEventRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsbackCreate newgoals infinancialfoundation for 3current clientsSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearGather 5newprospectnames andnumbersOpenan EJaccount500K in NewAssets within30 daysMeet forlunch/breakfastwith a peerReceiveapproval ona lifeinsuranceapplicationOpenan EJaccountCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Completea learningmoduleIntroducesomeone tothe EdwardJones careeropportunityWrite anencouragingemail tosomeoneRead abook thismonthLevel upin the past30 daysSign uptovolunteerSing happybirthday to aclient,friend,familyon their birthdayUpdateyourbusinessplanDeeplyservedscore of%75UpdateyourbusinessplanWearthe EJlogoRun yourbranchteammeetingRegister forArea Dayand/or theCentennialCelebrationEventRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsbackCreate newgoals infinancialfoundation for 3current clientsSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearGather 5newprospectnames andnumbersOpenan EJaccount500K in NewAssets within30 daysMeet forlunch/breakfastwith a peerReceiveapproval ona lifeinsuranceapplication

“DO IT” - 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. Open an EJ account
  2. Call and speak to another FA/BOA and discuss your end of year goals for 2022
  3. Complete a learning module
  4. Introduce someone to the Edward Jones career opportunity
  5. Write an encouraging email to someone
  6. Read a book this month
  7. Level up in the past 30 days
  8. Sign up to volunteer
  9. Sing happy birthday to a client,friend,family on their birthday
  10. Update your business plan
  11. Deeply served score of %75
  12. Update your business plan
  13. Wear the EJ logo
  14. Run your branch team meeting
  15. Register for Area Day and/or the Centennial Celebration Event
  16. Run your branch team meeting
  17. Send a MyPriority Quiz and get the results back
  18. Create new goals in financial foundation for 3 current clients
  19. Signup to Volunteer or designate time for your “Day of Caring” this year
  20. Gather 5 new prospect names and numbers
  21. Open an EJ account
  22. 500K in New Assets within 30 days
  23. Meet for lunch/ breakfast with a peer
  24. Receive approval on a life insurance application