UpdateyourbusinessplanLevel upin the past30 daysSend aMyPriorityQuiz and getthe resultsbackRun yourbranchteammeetingSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearCompletea learningmoduleSign uptovolunteerRead abook thismonthIntroducesomeone tothe EdwardJones careeropportunity500K in NewAssets within30 daysCreate newgoals infinancialfoundation for 3current clientsRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Receiveapproval ona lifeinsuranceapplicationMeet forlunch/breakfastwith a peerRun yourbranchteammeetingUpdateyourbusinessplanOpenan EJaccountWearthe EJlogoSing happybirthday to aclient,friend,familyon their birthdayGather 5newprospectnames andnumbersDeeplyservedscore of%75Write anencouragingemail tosomeoneUpdateyourbusinessplanLevel upin the past30 daysSend aMyPriorityQuiz and getthe resultsbackRun yourbranchteammeetingSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearCompletea learningmoduleSign uptovolunteerRead abook thismonthIntroducesomeone tothe EdwardJones careeropportunity500K in NewAssets within30 daysCreate newgoals infinancialfoundation for 3current clientsRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Receiveapproval ona lifeinsuranceapplicationMeet forlunch/breakfastwith a peerRun yourbranchteammeetingUpdateyourbusinessplanOpenan EJaccountWearthe EJlogoSing happybirthday to aclient,friend,familyon their birthdayGather 5newprospectnames andnumbersDeeplyservedscore of%75Write anencouragingemail tosomeone

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