Share a BestPracticeDuringHuddleSubmita KudosCardCompleteIncome +TrainingIRALead#2Retention#3AddedSpousalInformationCompletedTRAReadArticle ofthe DayUsed myPersonalBrandSetPortfolioControlFeatureGST$#1Retention#4CompletedaCoachingSessionSetStockCapTransferreda Call to aSpecialistAddedaPensionCallRyanBrianRetention#2Added anOutsideAccountEnrollmentShared anArticlewith TeamIRALead#1GST$#2Retention#1Share a BestPracticeDuringHuddleSubmita KudosCardCompleteIncome +TrainingIRALead#2Retention#3AddedSpousalInformationCompletedTRAReadArticle ofthe DayUsed myPersonalBrandSetPortfolioControlFeatureGST$#1Retention#4CompletedaCoachingSessionSetStockCapTransferreda Call to aSpecialistAddedaPensionCallRyanBrianRetention#2Added anOutsideAccountEnrollmentShared anArticlewith TeamIRALead#1GST$#2Retention#1

Advisor Training 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. Share a Best Practice During Huddle
  2. Submit a Kudos Card
  3. Complete Income + Training
  4. IRA Lead #2
  5. Retention #3
  6. Added Spousal Information
  7. Completed TRA
  8. Read Article of the Day
  9. Used my Personal Brand
  10. Set Portfolio Control Feature
  11. GST$ #1
  12. Retention #4
  13. Completed a Coaching Session
  14. Set Stock Cap
  15. Transferred a Call to a Specialist
  16. Added a Pension
  17. Call Ryan Brian
  18. Retention #2
  19. Added an Outside Account
  20. Enrollment
  21. Shared an Article with Team
  22. IRA Lead #1
  23. GST$ #2
  24. Retention #1