Submita KudosCardSetPortfolioControlFeatureShare a BestPracticeDuringHuddleCompleteIncome +TrainingEnrollmentTransferreda Call to aSpecialistUsed myPersonalBrandGST$#1AddedSpousalInformationReadArticle ofthe DayRetention#2Added anOutsideAccountCompletedaCoachingSessionSetStockCapRetention#1IRALead#2Retention#4Shared anArticlewith TeamCompletedTRARetention#3IRALead#1AddedaPensionCallRyanBrianGST$#2Submita KudosCardSetPortfolioControlFeatureShare a BestPracticeDuringHuddleCompleteIncome +TrainingEnrollmentTransferreda Call to aSpecialistUsed myPersonalBrandGST$#1AddedSpousalInformationReadArticle ofthe DayRetention#2Added anOutsideAccountCompletedaCoachingSessionSetStockCapRetention#1IRALead#2Retention#4Shared anArticlewith TeamCompletedTRARetention#3IRALead#1AddedaPensionCallRyanBrianGST$#2

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