Run yourbranchteammeetingUpdateyourbusinessplanRun yourbranchteammeetingReceiveapproval ona lifeinsuranceapplication500K in NewAssets within30 daysSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountMeet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsbackLevel upin the past30 daysWearthe EJlogoDeeplyservedscore of%75Gather 5newprospectnames andnumbersCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Register forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsWrite anencouragingemail tosomeoneOpenan EJaccountRead abook thismonthCompletea learningmoduleSign uptovolunteerSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearIntroducesomeone tothe EdwardJones careeropportunityUpdateyourbusinessplanRun yourbranchteammeetingUpdateyourbusinessplanRun yourbranchteammeetingReceiveapproval ona lifeinsuranceapplication500K in NewAssets within30 daysSing happybirthday to aclient,friend,familyon their birthdayOpenan EJaccountMeet forlunch/breakfastwith a peerSend aMyPriorityQuiz and getthe resultsbackLevel upin the past30 daysWearthe EJlogoDeeplyservedscore of%75Gather 5newprospectnames andnumbersCall and speakto anotherFA/BOA anddiscuss yourend of yeargoals for 2022Register forArea Dayand/or theCentennialCelebrationEventCreate newgoals infinancialfoundation for 3current clientsWrite anencouragingemail tosomeoneOpenan EJaccountRead abook thismonthCompletea learningmoduleSign uptovolunteerSignup toVolunteer ordesignate timefor your “Day ofCaring” this yearIntroducesomeone tothe EdwardJones careeropportunityUpdateyourbusinessplan

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