Client's usernamematchestheir emailaddressAny leadunder$3,000ACATtransferof stocksYou use mutualfundrecommendationtool and theyopen thosefundsSales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeSomonewho isopening atrust accountDirectrolloverfromFidelityPositiveelevate toDawn oranother TLClient's lastname is nearlyimpossible topronounceToRAassettransferCall thatlasts overan hourClient callswho spokewith an IS inNCpreviouslyClient whoplans onconvertingassets into aRoth IRAAny leadover$90,000Directrollover withbrokerageassets(ESOP)Open newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor an IClead over$500,000Initial callfor anUHNWleadInstitutionalclient who isopeningretail accountClient makesan ACHpurchase orcontributionClient selectsthe WellingtonANDWellesleyfundsCall regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobeforeClient's usernamematchestheir emailaddressAny leadunder$3,000ACATtransferof stocksYou use mutualfundrecommendationtool and theyopen thosefundsSales caseshows clienthas calledover 5 timesSomeoneopens Short-Term Bond fundas temporaryholding placeSomonewho isopening atrust accountDirectrolloverfromFidelityPositiveelevate toDawn oranother TLClient's lastname is nearlyimpossible topronounceToRAassettransferCall thatlasts overan hourClient callswho spokewith an IS inNCpreviouslyClient whoplans onconvertingassets into aRoth IRAAny leadover$90,000Directrollover withbrokerageassets(ESOP)Open newaccount withoutany TargetRetirement ormoney marketfundsInitial callfor an IClead over$500,000Initial callfor anUHNWleadInstitutionalclient who isopeningretail accountClient makesan ACHpurchase orcontributionClient selectsthe WellingtonANDWellesleyfundsCall regardinga spouse'saccount andthey're not onthe lineRandom callback fromsomeone youspoke tobefore

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