GST$#1EnrollmentReadArticle ofthe DayAddedaPensionIRALead#2Retention#3Used myPersonalBrandRetention#4CompletedTRARetention#1SetStockCapAdded anOutsideAccountSubmita KudosCardRetention#2CompleteIncome +TrainingAddedSpousalInformationShare a BestPracticeDuringHuddleTransferreda Call to aSpecialistIRALead#1GST$#2CompletedaCoachingSessionCallRyanBrianSetPortfolioControlFeatureShared anArticlewith TeamGST$#1EnrollmentReadArticle ofthe DayAddedaPensionIRALead#2Retention#3Used myPersonalBrandRetention#4CompletedTRARetention#1SetStockCapAdded anOutsideAccountSubmita KudosCardRetention#2CompleteIncome +TrainingAddedSpousalInformationShare a BestPracticeDuringHuddleTransferreda Call to aSpecialistIRALead#1GST$#2CompletedaCoachingSessionCallRyanBrianSetPortfolioControlFeatureShared anArticlewith Team

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