You use mutualfundrecommendationtool and theyopen thosefundsOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourAny leadover$90,000ACATtransferof stocksInstitutionalclient who isopeningretail accountPositiveelevate toDawn oranother TLRandom callback fromsomeone youspoke tobeforeClient's lastname is nearlyimpossible topronounceToRAassettransferCall regardinga spouse'saccount andthey're not onthe lineSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor anUHNWleadClient makesan ACHpurchase orcontributionDirectrollover withbrokerageassets(ESOP)Somonewho isopening atrust accountClient selectsthe WellingtonANDWellesleyfundsClient's usernamematchestheir emailaddressAny leadunder$3,000DirectrolloverfromFidelityClient whoplans onconvertingassets into aRoth IRASales caseshows clienthas calledover 5 timesInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviouslyYou use mutualfundrecommendationtool and theyopen thosefundsOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourAny leadover$90,000ACATtransferof stocksInstitutionalclient who isopeningretail accountPositiveelevate toDawn oranother TLRandom callback fromsomeone youspoke tobeforeClient's lastname is nearlyimpossible topronounceToRAassettransferCall regardinga spouse'saccount andthey're not onthe lineSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor anUHNWleadClient makesan ACHpurchase orcontributionDirectrollover withbrokerageassets(ESOP)Somonewho isopening atrust accountClient selectsthe WellingtonANDWellesleyfundsClient's usernamematchestheir emailaddressAny leadunder$3,000DirectrolloverfromFidelityClient whoplans onconvertingassets into aRoth IRASales caseshows clienthas calledover 5 timesInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviously

Hodge Lodge 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.


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  1. You use mutual fund recommendation tool and they open those funds
  2. Open new account without any Target Retirement or money market funds
  3. Call that lasts over an hour
  4. Any lead over $90,000
  5. ACAT transfer of stocks
  6. Institutional client who is opening retail account
  7. Positive elevate to Dawn or another TL
  8. Random call back from someone you spoke to before
  9. Client's last name is nearly impossible to pronounce
  10. ToRA asset transfer
  11. Call regarding a spouse's account and they're not on the line
  12. Someone opens Short-Term Bond fund as temporary holding place
  13. Initial call for an UHNW lead
  14. Client makes an ACH purchase or contribution
  15. Direct rollover with brokerage assets (ESOP)
  16. Somone who is opening a trust account
  17. Client selects the Wellington AND Wellesley funds
  18. Client's user name matches their email address
  19. Any lead under $3,000
  20. Direct rollover from Fidelity
  21. Client who plans on converting assets into a Roth IRA
  22. Sales case shows client has called over 5 times
  23. Initial call for an IC lead over $500,000
  24. Client calls who spoke with an IS in NC previously