Sing happybirthday to aclient,friend,familyon their birthdaySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearWearthe EJlogoSend aMyPriorityQuiz and getthe resultsbackLevel upin the past30 daysReceiveapproval ona lifeinsuranceapplicationIntroducesomeone tothe EdwardJones careeropportunityRun yourbranchteammeetingSign uptovolunteerCreate newgoals infinancialfoundation for 3current clientsMeet forlunch/breakfastwith a peerRead abook thismonthOpenan EJaccountDeeplyservedscore of%75Run yourbranchteammeetingCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022UpdateyourbusinessplanUpdateyourbusinessplanGather 5newprospectnames andnumbersRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountWrite anencouragingemail tosomeone500K in NewAssets within30 daysCompletea learningmoduleSing happybirthday to aclient,friend,familyon their birthdaySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearWearthe EJlogoSend aMyPriorityQuiz and getthe resultsbackLevel upin the past30 daysReceiveapproval ona lifeinsuranceapplicationIntroducesomeone tothe EdwardJones careeropportunityRun yourbranchteammeetingSign uptovolunteerCreate newgoals infinancialfoundation for 3current clientsMeet forlunch/breakfastwith a peerRead abook thismonthOpenan EJaccountDeeplyservedscore of%75Run yourbranchteammeetingCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022UpdateyourbusinessplanUpdateyourbusinessplanGather 5newprospectnames andnumbersRegister forArea Dayand/or theCentennialCelebrationEventOpenan EJaccountWrite anencouragingemail tosomeone500K in NewAssets within30 daysCompletea 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.


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