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