Retention#3GST$#2Used myPersonalBrandEnrollmentRetention#2IRALead#2AddedSpousalInformationShared anArticlewith TeamReadArticle ofthe DayCompletedaCoachingSessionAdded anOutsideAccountGST$#1Transferreda Call to aSpecialistRetention#1Submita KudosCardSetStockCapAddedaPensionCallRyanBrianRetention#4Share a BestPracticeDuringHuddleSetPortfolioControlFeatureIRALead#1CompletedTRACompleteIncome +TrainingRetention#3GST$#2Used myPersonalBrandEnrollmentRetention#2IRALead#2AddedSpousalInformationShared anArticlewith TeamReadArticle ofthe DayCompletedaCoachingSessionAdded anOutsideAccountGST$#1Transferreda Call to aSpecialistRetention#1Submita KudosCardSetStockCapAddedaPensionCallRyanBrianRetention#4Share a BestPracticeDuringHuddleSetPortfolioControlFeatureIRALead#1CompletedTRACompleteIncome +Training

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