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