CompletedTRASubmita KudosCardGST$#2Retention#3Added anOutsideAccountIRALead#2Retention#4SetPortfolioControlFeatureIRALead#1GST$#1EnrollmentSetStockCapRetention#1Transferreda Call to aSpecialistUsed myPersonalBrandAddedaPensionRetention#2AddedSpousalInformationCompleteIncome +TrainingShare a BestPracticeDuringHuddleShared anArticlewith TeamCallRyanBrianCompletedaCoachingSessionReadArticle ofthe DayCompletedTRASubmita KudosCardGST$#2Retention#3Added anOutsideAccountIRALead#2Retention#4SetPortfolioControlFeatureIRALead#1GST$#1EnrollmentSetStockCapRetention#1Transferreda Call to aSpecialistUsed myPersonalBrandAddedaPensionRetention#2AddedSpousalInformationCompleteIncome +TrainingShare a BestPracticeDuringHuddleShared anArticlewith TeamCallRyanBrianCompletedaCoachingSessionReadArticle ofthe Day

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