UpdateyourbusinessplanCompletea learningmoduleIntroducesomeone tothe EdwardJones careeropportunitySend aMyPriorityQuiz and getthe resultsbackReceiveapproval ona lifeinsuranceapplicationRun yourbranchteammeetingSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearRegister forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsMeet forlunch/breakfastwith a peerRead abook thismonthWearthe EJlogoOpenan EJaccountRun yourbranchteammeetingSign uptovolunteerDeeplyservedscore of%75Level upin the past30 daysWrite anencouragingemail tosomeone500K in NewAssets within30 daysOpenan EJaccountGather 5newprospectnames andnumbersCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Sing happybirthday to aclient,friend,familyon their birthdayUpdateyourbusinessplanUpdateyourbusinessplanCompletea learningmoduleIntroducesomeone tothe EdwardJones careeropportunitySend aMyPriorityQuiz and getthe resultsbackReceiveapproval ona lifeinsuranceapplicationRun yourbranchteammeetingSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearRegister forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsMeet forlunch/breakfastwith a peerRead abook thismonthWearthe EJlogoOpenan EJaccountRun yourbranchteammeetingSign uptovolunteerDeeplyservedscore of%75Level upin the past30 daysWrite anencouragingemail tosomeone500K in NewAssets within30 daysOpenan EJaccountGather 5newprospectnames andnumbersCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Sing happybirthday to aclient,friend,familyon their birthdayUpdateyourbusinessplan

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