UpdateyourbusinessplanMeet forlunch/breakfastwith a peerRun yourbranchteammeetingCompletea learningmoduleReceiveapproval ona lifeinsuranceapplicationGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsbackRegister forArea Dayand/or theCentennialCelebrationEventWearthe EJlogoOpenan EJaccountIntroducesomeone tothe EdwardJones careeropportunityRead abook thismonthCreate newgoals infinancialfoundation for 3current clientsDeeplyservedscore of%75500K in NewAssets within30 daysCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Level upin the past30 daysSign uptovolunteerUpdateyourbusinessplanUpdateyourbusinessplanMeet forlunch/breakfastwith a peerRun yourbranchteammeetingCompletea learningmoduleReceiveapproval ona lifeinsuranceapplicationGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsbackRegister forArea Dayand/or theCentennialCelebrationEventWearthe EJlogoOpenan EJaccountIntroducesomeone tothe EdwardJones careeropportunityRead abook thismonthCreate newgoals infinancialfoundation for 3current clientsDeeplyservedscore of%75500K in NewAssets within30 daysCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Level upin the past30 daysSign uptovolunteerUpdateyourbusinessplan

“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.


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