Institutionalclient who isopeningretail accountAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)Positiveelevate toDawn oranother TLSales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeACATtransferof stocksClient's lastname is nearlyimpossible topronounceClient makesan ACHpurchase orcontributionClient callswho spokewith an IS inNCpreviouslyCall regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobeforeInitial callfor anUHNWleadClient selectsthe WellingtonANDWellesleyfundsSomonewho isopening atrust accountToRAassettransferDirectrolloverfromFidelityAny leadover$90,000Open newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor an IClead over$500,000Client whoplans onconvertingassets into aRoth IRAYou use mutualfundrecommendationtool and theyopen thosefundsCall thatlasts overan hourInstitutionalclient who isopeningretail accountAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrollover withbrokerageassets(ESOP)Positiveelevate toDawn oranother TLSales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeACATtransferof stocksClient's lastname is nearlyimpossible topronounceClient makesan ACHpurchase orcontributionClient callswho spokewith an IS inNCpreviouslyCall regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobeforeInitial callfor anUHNWleadClient selectsthe WellingtonANDWellesleyfundsSomonewho isopening atrust accountToRAassettransferDirectrolloverfromFidelityAny leadover$90,000Open newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor an IClead over$500,000Client whoplans onconvertingassets into aRoth IRAYou use mutualfundrecommendationtool and theyopen thosefundsCall thatlasts overan hour

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