Client's lastname is nearlyimpossible topronounceRandom callback fromsomeone youspoke tobeforeInstitutionalclient who isopeningretail accountDirectrollover withbrokerageassets(ESOP)Any leadover$90,000ACATtransferof stocksInitial callfor an IClead over$500,000Sales caseshows clienthas calledover 5 timesClient selectsthe WellingtonANDWellesleyfundsClient makesan ACHpurchase orcontributionToRAassettransferClient's usernamematchestheir emailaddressSomonewho isopening atrust accountInitial callfor anUHNWleadPositiveelevate toDawn oranother TLOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourAny leadunder$3,000Call regardinga spouse'saccount andthey're not onthe lineClient whoplans onconvertingassets into aRoth IRAYou use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeDirectrolloverfromFidelityClient callswho spokewith an IS inNCpreviouslyClient's lastname is nearlyimpossible topronounceRandom callback fromsomeone youspoke tobeforeInstitutionalclient who isopeningretail accountDirectrollover withbrokerageassets(ESOP)Any leadover$90,000ACATtransferof stocksInitial callfor an IClead over$500,000Sales caseshows clienthas calledover 5 timesClient selectsthe WellingtonANDWellesleyfundsClient makesan ACHpurchase orcontributionToRAassettransferClient's usernamematchestheir emailaddressSomonewho isopening atrust accountInitial callfor anUHNWleadPositiveelevate toDawn oranother TLOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourAny leadunder$3,000Call regardinga spouse'saccount andthey're not onthe lineClient whoplans onconvertingassets into aRoth IRAYou use mutualfundrecommendationtool and theyopen thosefundsSomeoneopens Short-Term Bond fundas temporaryholding placeDirectrolloverfromFidelityClient callswho spokewith an IS inNCpreviously

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