Added anOutsideAccountEnrollmentGST$#2ReadArticle ofthe DayRetention#4CompleteIncome +TrainingShared anArticlewith TeamCompletedTRACompletedaCoachingSessionIRALead#2Used myPersonalBrandIRALead#1Retention#2CallRyanBrianSetStockCapGST$#1AddedSpousalInformationSetPortfolioControlFeatureSubmita KudosCardRetention#1Transferreda Call to aSpecialistShare a BestPracticeDuringHuddleRetention#3AddedaPensionAdded anOutsideAccountEnrollmentGST$#2ReadArticle ofthe DayRetention#4CompleteIncome +TrainingShared anArticlewith TeamCompletedTRACompletedaCoachingSessionIRALead#2Used myPersonalBrandIRALead#1Retention#2CallRyanBrianSetStockCapGST$#1AddedSpousalInformationSetPortfolioControlFeatureSubmita KudosCardRetention#1Transferreda Call to aSpecialistShare a BestPracticeDuringHuddleRetention#3AddedaPension

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