Meet forlunch/breakfastwith a peerOpenan EJaccountDeeplyservedscore of%75Write anencouragingemail tosomeoneReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022UpdateyourbusinessplanUpdateyourbusinessplanSign uptovolunteerSing happybirthday to aclient,friend,familyon their birthdayWearthe EJlogoRun yourbranchteammeetingRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsback500K in NewAssets within30 daysRead abook thismonthRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountCompletea learningmoduleCreate newgoals infinancialfoundation for 3current clientsLevel upin the past30 daysIntroducesomeone tothe EdwardJones careeropportunitySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearGather 5newprospectnames andnumbersMeet forlunch/breakfastwith a peerOpenan EJaccountDeeplyservedscore of%75Write anencouragingemail tosomeoneReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022UpdateyourbusinessplanUpdateyourbusinessplanSign uptovolunteerSing happybirthday to aclient,friend,familyon their birthdayWearthe EJlogoRun yourbranchteammeetingRun yourbranchteammeetingSend aMyPriorityQuiz and getthe resultsback500K in NewAssets within30 daysRead abook thismonthRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountCompletea learningmoduleCreate newgoals infinancialfoundation for 3current clientsLevel upin the past30 daysIntroducesomeone tothe EdwardJones careeropportunitySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearGather 5newprospectnames andnumbers

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