Open newaccount withoutany TargetRetirement ormoney marketfundsACATtransferof stocksInstitutionalclient who isopeningretail accountSomonewho isopening atrust accountClient whoplans onconvertingassets into aRoth IRAAny leadover$90,000Client's lastname is nearlyimpossible topronounceCall thatlasts overan hourClient callswho spokewith an IS inNCpreviouslySales caseshows clienthas calledover 5 timesToRAassettransferClient makesan ACHpurchase orcontributionAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)You use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Call regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobeforeClient selectsthe WellingtonANDWellesleyfundsPositiveelevate toDawn oranother TLDirectrolloverfromFidelityInitial callfor anUHNWleadOpen newaccount withoutany TargetRetirement ormoney marketfundsACATtransferof stocksInstitutionalclient who isopeningretail accountSomonewho isopening atrust accountClient whoplans onconvertingassets into aRoth IRAAny leadover$90,000Client's lastname is nearlyimpossible topronounceCall thatlasts overan hourClient callswho spokewith an IS inNCpreviouslySales caseshows clienthas calledover 5 timesToRAassettransferClient makesan ACHpurchase orcontributionAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)You use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Call regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobeforeClient selectsthe WellingtonANDWellesleyfundsPositiveelevate toDawn oranother TLDirectrolloverfromFidelityInitial callfor anUHNWlead

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