FREE!ISCprocesswalkthroughCEWithdrawalrequestDocuSignquestionEscalatedcallNewaccountopeningprocessBrokerdealerchangecallStatusupdate ontrackingitemTransferto salesTransferpaperworkRetirementservicesquestionNIGOQUESTIONPasswordreset calleservicerequestStatementquestionFREE!ISCprocesswalkthroughCEWithdrawalrequestDocuSignquestionEscalatedcallNewaccountopeningprocessBrokerdealerchangecallStatusupdate ontrackingitemTransferto salesTransferpaperworkRetirementservicesquestionNIGOQUESTIONPasswordreset calleservicerequestStatementquestion

Advisor Services Bingo - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. FREE!
  2. ISC process walkthrough
  3. CE
  4. Withdrawal request
  5. DocuSign question
  6. Escalated call
  7. New account opening process
  8. Broker dealer change call
  9. Status update on tracking item
  10. Transfer to sales
  11. Transfer paperwork
  12. Retirement services question
  13. NIGO QUESTION
  14. Password reset call
  15. eservice request
  16. Statement question