(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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Any lead under $3,000
Initial call for an UHNW lead
Client makes an ACH purchase/contribution
Someone opens Short-Term Bond fund as temporary holding place
Process an exchange out of the Prime Money Market fund
Someone opens a Target Retirement Fund
ToRA asset transfer
Client who plans on converting assets into Roth IRA
Sales case shows client has called over 5 times
Client selects the Wellington AND Wellesley funds
Open new account without any Target Retirement or money market funds
Client's last name is nearly impossible to pronounce
Someone opening a trust account
Call that lasts over one hour
Direct rollover from Fidelity
Call regarding a spouse's account (they're not on the line)
Call back from an IS in NC
Use the mutual fund recommendation tool and they open the resulting funds
Initial call for an IC lead over $500,000
Direct rollover with brokerage assets (ESOP)
ACAT transfer of stocks
Institutional client who is opening retail account
