Share a BestPracticeDuringHuddleCompletedTRAAddedSpousalInformationRetention#3GST$#2ReadArticle ofthe DayAddedaPensionRetention#2Shared anArticlewith TeamUsed myPersonalBrandSetPortfolioControlFeatureTransferreda Call to aSpecialistCompleteIncome +TrainingRetention#1EnrollmentGST$#1Retention#4IRALead#2CallRyanBrianSetStockCapIRALead#1Submita KudosCardAdded anOutsideAccountCompletedaCoachingSessionShare a BestPracticeDuringHuddleCompletedTRAAddedSpousalInformationRetention#3GST$#2ReadArticle ofthe DayAddedaPensionRetention#2Shared anArticlewith TeamUsed myPersonalBrandSetPortfolioControlFeatureTransferreda Call to aSpecialistCompleteIncome +TrainingRetention#1EnrollmentGST$#1Retention#4IRALead#2CallRyanBrianSetStockCapIRALead#1Submita KudosCardAdded anOutsideAccountCompletedaCoachingSession

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