Share a BestPracticeDuringHuddleSetStockCapCompleteIncome +TrainingShared anArticlewith TeamAddedSpousalInformationIRALead#1CompletedaCoachingSessionRetention#1Used myPersonalBrandRetention#3Submita KudosCardReadArticle ofthe DayTransferreda Call to aSpecialistIRALead#2EnrollmentAdded anOutsideAccountGST$#1Retention#2SetPortfolioControlFeatureRetention#4AddedaPensionGST$#2CompletedTRACallRyanBrianShare a BestPracticeDuringHuddleSetStockCapCompleteIncome +TrainingShared anArticlewith TeamAddedSpousalInformationIRALead#1CompletedaCoachingSessionRetention#1Used myPersonalBrandRetention#3Submita KudosCardReadArticle ofthe DayTransferreda Call to aSpecialistIRALead#2EnrollmentAdded anOutsideAccountGST$#1Retention#2SetPortfolioControlFeatureRetention#4AddedaPensionGST$#2CompletedTRACallRyanBrian

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