Create newgoals infinancialfoundation for 3current clientsUpdateyourbusinessplanRun yourbranchteammeetingDeeplyservedscore of%75Completea learningmoduleLevel upin the past30 daysIntroducesomeone tothe EdwardJones careeropportunitySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Meet forlunch/breakfastwith a peerGather 5newprospectnames andnumbersRead abook thismonthSend aMyPriorityQuiz and getthe resultsbackWrite anencouragingemail tosomeoneOpenan EJaccountUpdateyourbusinessplan500K in NewAssets within30 daysSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountWearthe EJlogoReceiveapproval ona lifeinsuranceapplicationSign uptovolunteerRun yourbranchteammeetingRegister forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsUpdateyourbusinessplanRun yourbranchteammeetingDeeplyservedscore of%75Completea learningmoduleLevel upin the past30 daysIntroducesomeone tothe EdwardJones careeropportunitySignup toVolunteer ordesignate timefor your “Day ofCaring” this yearCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Meet forlunch/breakfastwith a peerGather 5newprospectnames andnumbersRead abook thismonthSend aMyPriorityQuiz and getthe resultsbackWrite anencouragingemail tosomeoneOpenan EJaccountUpdateyourbusinessplan500K in NewAssets within30 daysSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountWearthe EJlogoReceiveapproval ona lifeinsuranceapplicationSign uptovolunteerRun yourbranchteammeetingRegister forArea Dayand/or theCentennialCelebrationEvent

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