Someoneopens Short-Term Bond fundas temporaryholding placeCall regardinga spouse'saccount andthey're not onthe lineInitial callfor anUHNWleadClient whoplans onconvertingassets into aRoth IRACall thatlasts overan hourYou use mutualfundrecommendationtool and theyopen thosefundsPositiveelevate toDawn oranother TLRandom callback fromsomeone youspoke tobeforeAny leadunder$3,000Institutionalclient who isopeningretail accountOpen newaccount withoutany TargetRetirement ormoney marketfundsAny leadover$90,000Client callswho spokewith an IS inNCpreviouslyDirectrolloverfromFidelityClient's usernamematchestheir emailaddressSomonewho isopening atrust accountSales caseshows clienthas calledover 5 timesToRAassettransferClient selectsthe WellingtonANDWellesleyfundsInitial callfor an IClead over$500,000Directrollover withbrokerageassets(ESOP)Client's lastname is nearlyimpossible topronounceACATtransferof stocksClient makesan ACHpurchase orcontributionSomeoneopens Short-Term Bond fundas temporaryholding placeCall regardinga spouse'saccount andthey're not onthe lineInitial callfor anUHNWleadClient whoplans onconvertingassets into aRoth IRACall thatlasts overan hourYou use mutualfundrecommendationtool and theyopen thosefundsPositiveelevate toDawn oranother TLRandom callback fromsomeone youspoke tobeforeAny leadunder$3,000Institutionalclient who isopeningretail accountOpen newaccount withoutany TargetRetirement ormoney marketfundsAny leadover$90,000Client callswho spokewith an IS inNCpreviouslyDirectrolloverfromFidelityClient's usernamematchestheir emailaddressSomonewho isopening atrust accountSales caseshows clienthas calledover 5 timesToRAassettransferClient selectsthe WellingtonANDWellesleyfundsInitial callfor an IClead over$500,000Directrollover withbrokerageassets(ESOP)Client's lastname is nearlyimpossible topronounceACATtransferof stocksClient makesan ACHpurchase orcontribution

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