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