Call and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Introducesomeone tothe EdwardJones careeropportunityCompletea learningmoduleUpdateyourbusinessplanRun yourbranchteammeetingWearthe EJlogoSing happybirthday to aclient,friend,familyon their birthdaySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearOpenan EJaccountRun yourbranchteammeetingDeeplyservedscore of%75UpdateyourbusinessplanRegister forArea Dayand/or theCentennialCelebrationEventSign uptovolunteerLevel upin the past30 daysReceiveapproval ona lifeinsuranceapplicationWrite anencouragingemail tosomeoneOpenan EJaccountCreate newgoals infinancialfoundation for 3current clientsRead abook thismonth500K in NewAssets within30 daysGather 5newprospectnames andnumbersMeet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsbackCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Introducesomeone tothe EdwardJones careeropportunityCompletea learningmoduleUpdateyourbusinessplanRun yourbranchteammeetingWearthe EJlogoSing happybirthday to aclient,friend,familyon their birthdaySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearOpenan EJaccountRun yourbranchteammeetingDeeplyservedscore of%75UpdateyourbusinessplanRegister forArea Dayand/or theCentennialCelebrationEventSign uptovolunteerLevel upin the past30 daysReceiveapproval ona lifeinsuranceapplicationWrite anencouragingemail tosomeoneOpenan EJaccountCreate newgoals infinancialfoundation for 3current clientsRead abook thismonth500K in NewAssets within30 daysGather 5newprospectnames andnumbersMeet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsback

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