UpdateyourbusinessplanRun yourbranchteammeetingCreate newgoals infinancialfoundation for 3current clientsRead abook thismonthCompletea learningmoduleIntroducesomeone tothe EdwardJones careeropportunityDeeplyservedscore of%75Signup toVolunteer ordesignate timefor your “Day ofCaring” this yearOpenan EJaccountRegister forArea Dayand/or theCentennialCelebrationEventMeet forlunch/breakfastwith a peerRun yourbranchteammeetingLevel upin the past30 daysSing happybirthday to aclient,friend,familyon their birthdaySend aMyPriorityQuiz and getthe resultsbackWearthe EJlogoSign uptovolunteer500K in NewAssets within30 daysUpdateyourbusinessplanGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Openan EJaccountUpdateyourbusinessplanRun yourbranchteammeetingCreate newgoals infinancialfoundation for 3current clientsRead abook thismonthCompletea learningmoduleIntroducesomeone tothe EdwardJones careeropportunityDeeplyservedscore of%75Signup toVolunteer ordesignate timefor your “Day ofCaring” this yearOpenan EJaccountRegister forArea Dayand/or theCentennialCelebrationEventMeet forlunch/breakfastwith a peerRun yourbranchteammeetingLevel upin the past30 daysSing happybirthday to aclient,friend,familyon their birthdaySend aMyPriorityQuiz and getthe resultsbackWearthe EJlogoSign uptovolunteer500K in NewAssets within30 daysUpdateyourbusinessplanGather 5newprospectnames andnumbersWrite anencouragingemail tosomeoneReceiveapproval ona lifeinsuranceapplicationCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Openan EJaccount

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