Read abook thismonth500K in NewAssets within30 daysMeet forlunch/breakfastwith a peerGather 5newprospectnames andnumbersUpdateyourbusinessplanRun yourbranchteammeetingLevel upin the past30 daysUpdateyourbusinessplanOpenan EJaccountWearthe EJlogoWrite anencouragingemail tosomeoneSend aMyPriorityQuiz and getthe resultsbackRegister forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountDeeplyservedscore of%75Signup toVolunteer ordesignate timefor your “Day ofCaring” this yearCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Receiveapproval ona lifeinsuranceapplicationSign uptovolunteerRun yourbranchteammeetingIntroducesomeone tothe EdwardJones careeropportunityCompletea learningmoduleRead abook thismonth500K in NewAssets within30 daysMeet forlunch/breakfastwith a peerGather 5newprospectnames andnumbersUpdateyourbusinessplanRun yourbranchteammeetingLevel upin the past30 daysUpdateyourbusinessplanOpenan EJaccountWearthe EJlogoWrite anencouragingemail tosomeoneSend aMyPriorityQuiz and getthe resultsbackRegister forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountDeeplyservedscore of%75Signup toVolunteer ordesignate timefor your “Day ofCaring” this yearCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Receiveapproval ona lifeinsuranceapplicationSign uptovolunteerRun yourbranchteammeetingIntroducesomeone tothe EdwardJones careeropportunityCompletea learningmodule

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