Call regardinga spouse'saccount andthey're not onthe lineInstitutionalclient who isopeningretail accountAny leadunder$3,000Someoneopens Short-Term Bond fundas temporaryholding placeClient callswho spokewith an IS inNCpreviouslySomonewho isopening atrust accountSales caseshows clienthas calledover 5 timesInitial callfor anUHNWleadToRAassettransferYou use mutualfundrecommendationtool and theyopen thosefundsInitial callfor an IClead over$500,000Client whoplans onconvertingassets into aRoth IRADirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsRandom callback fromsomeone youspoke tobeforeAny leadover$90,000Client's usernamematchestheir emailaddressOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourACATtransferof stocksDirectrollover withbrokerageassets(ESOP)Positiveelevate toDawn oranother TLClient makesan ACHpurchase orcontributionClient's lastname is nearlyimpossible topronounceCall regardinga spouse'saccount andthey're not onthe lineInstitutionalclient who isopeningretail accountAny leadunder$3,000Someoneopens Short-Term Bond fundas temporaryholding placeClient callswho spokewith an IS inNCpreviouslySomonewho isopening atrust accountSales caseshows clienthas calledover 5 timesInitial callfor anUHNWleadToRAassettransferYou use mutualfundrecommendationtool and theyopen thosefundsInitial callfor an IClead over$500,000Client whoplans onconvertingassets into aRoth IRADirectrolloverfromFidelityClient selectsthe WellingtonANDWellesleyfundsRandom callback fromsomeone youspoke tobeforeAny leadover$90,000Client's usernamematchestheir emailaddressOpen newaccount withoutany TargetRetirement ormoney marketfundsCall thatlasts overan hourACATtransferof stocksDirectrollover withbrokerageassets(ESOP)Positiveelevate toDawn oranother TLClient makesan ACHpurchase orcontributionClient's lastname is nearlyimpossible topronounce

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