Call thatlasts overan hourInitial callfor anUHNWleadYou use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviouslyClient's usernamematchestheir emailaddressPositiveelevate toDawn oranother TLDirectrolloverfromFidelityRandom callback fromsomeone youspoke tobeforeClient selectsthe WellingtonANDWellesleyfundsClient whoplans onconvertingassets into aRoth IRAToRAassettransferDirectrollover withbrokerageassets(ESOP)Institutionalclient who isopeningretail accountAny leadover$90,000ACATtransferof stocksClient makesan ACHpurchase orcontributionCall regardinga spouse'saccount andthey're not onthe lineSomonewho isopening atrust accountOpen newaccount withoutany TargetRetirement ormoney marketfundsClient's lastname is nearlyimpossible topronounceAny leadunder$3,000Sales caseshows clienthas calledover 5 timesCall thatlasts overan hourInitial callfor anUHNWleadYou use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviouslyClient's usernamematchestheir emailaddressPositiveelevate toDawn oranother TLDirectrolloverfromFidelityRandom callback fromsomeone youspoke tobeforeClient selectsthe WellingtonANDWellesleyfundsClient whoplans onconvertingassets into aRoth IRAToRAassettransferDirectrollover withbrokerageassets(ESOP)Institutionalclient who isopeningretail accountAny leadover$90,000ACATtransferof stocksClient makesan ACHpurchase orcontributionCall regardinga spouse'saccount andthey're not onthe lineSomonewho isopening atrust accountOpen newaccount withoutany TargetRetirement ormoney marketfundsClient's lastname is nearlyimpossible topronounceAny leadunder$3,000Sales caseshows clienthas calledover 5 times

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.


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