Somonewho isopening atrust accountCall thatlasts overan hourPositiveelevate toDawn oranother TLSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviouslySales caseshows clienthas calledover 5 timesClient's lastname is nearlyimpossible topronounceACATtransferof stocksAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsClient makesan ACHpurchase orcontributionYou use mutualfundrecommendationtool and theyopen thosefundsCall regardinga spouse'saccount andthey're not onthe lineInitial callfor anUHNWleadInstitutionalclient who isopeningretail accountClient whoplans onconvertingassets into aRoth IRAOpen newaccount withoutany TargetRetirement ormoney marketfundsDirectrollover withbrokerageassets(ESOP)ToRAassettransferRandom callback fromsomeone youspoke tobeforeAny leadover$90,000Somonewho isopening atrust accountCall thatlasts overan hourPositiveelevate toDawn oranother TLSomeoneopens Short-Term Bond fundas temporaryholding placeInitial callfor an IClead over$500,000Client callswho spokewith an IS inNCpreviouslySales caseshows clienthas calledover 5 timesClient's lastname is nearlyimpossible topronounceACATtransferof stocksAny leadunder$3,000Client's usernamematchestheir emailaddressDirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsClient makesan ACHpurchase orcontributionYou use mutualfundrecommendationtool and theyopen thosefundsCall regardinga spouse'saccount andthey're not onthe lineInitial callfor anUHNWleadInstitutionalclient who isopeningretail accountClient whoplans onconvertingassets into aRoth IRAOpen newaccount withoutany TargetRetirement ormoney marketfundsDirectrollover withbrokerageassets(ESOP)ToRAassettransferRandom callback fromsomeone youspoke tobeforeAny leadover$90,000

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