Completea learningmoduleRun yourbranchteammeetingIntroducesomeone tothe EdwardJones careeropportunityOpenan EJaccountWearthe EJlogoUpdateyourbusinessplanReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022500K in NewAssets within30 daysLevel upin the past30 daysRegister forArea Dayand/or theCentennialCelebrationEventGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneOpenan EJaccountSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearSign uptovolunteerUpdateyourbusinessplanRead abook thismonthCreate newgoals infinancialfoundation for 3current clientsSing happybirthday to aclient,friend,familyon their birthdayDeeplyservedscore of%75Meet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsbackRun yourbranchteammeetingCompletea learningmoduleRun yourbranchteammeetingIntroducesomeone tothe EdwardJones careeropportunityOpenan EJaccountWearthe EJlogoUpdateyourbusinessplanReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022500K in NewAssets within30 daysLevel upin the past30 daysRegister forArea Dayand/or theCentennialCelebrationEventGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneOpenan EJaccountSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearSign uptovolunteerUpdateyourbusinessplanRead abook thismonthCreate newgoals infinancialfoundation for 3current clientsSing happybirthday to aclient,friend,familyon their birthdayDeeplyservedscore of%75Meet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsbackRun yourbranchteammeeting

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