Openan EJaccountIntroducesomeone tothe EdwardJones careeropportunityLevel upin the past30 daysUpdateyourbusinessplanWearthe EJlogoSign uptovolunteerRegister forArea Dayand/or theCentennialCelebrationEventRun yourbranchteammeetingRead abook thismonthOpenan EJaccountSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearWrite anencouragingemail tosomeoneSing happybirthday to aclient,friend,familyon their birthdayCreate newgoals infinancialfoundation for 3current clientsSend aMyPriorityQuiz and getthe resultsbackMeet forlunch/breakfastwith a peerRun yourbranchteammeetingDeeplyservedscore of%75500K in NewAssets within30 daysCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Gather 5newprospectnames andnumbersCompletea learningmoduleReceiveapproval ona lifeinsuranceapplicationUpdateyourbusinessplanOpenan EJaccountIntroducesomeone tothe EdwardJones careeropportunityLevel upin the past30 daysUpdateyourbusinessplanWearthe EJlogoSign uptovolunteerRegister forArea Dayand/or theCentennialCelebrationEventRun yourbranchteammeetingRead abook thismonthOpenan EJaccountSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearWrite anencouragingemail tosomeoneSing happybirthday to aclient,friend,familyon their birthdayCreate newgoals infinancialfoundation for 3current clientsSend aMyPriorityQuiz and getthe resultsbackMeet forlunch/breakfastwith a peerRun yourbranchteammeetingDeeplyservedscore of%75500K in NewAssets within30 daysCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Gather 5newprospectnames andnumbersCompletea learningmoduleReceiveapproval ona lifeinsuranceapplicationUpdateyourbusinessplan

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