SetStockCapShare a BestPracticeDuringHuddleSetPortfolioControlFeatureCompletedTRAShared anArticlewith TeamRetention#3AddedaPensionCompletedaCoachingSessionCallRyanBrianGST$#2AddedSpousalInformationUsed myPersonalBrandGST$#1Submita KudosCardIRALead#2Retention#1ReadArticle ofthe DayRetention#4CompleteIncome +TrainingEnrollmentIRALead#1Retention#2Added anOutsideAccountTransferreda Call to aSpecialistSetStockCapShare a BestPracticeDuringHuddleSetPortfolioControlFeatureCompletedTRAShared anArticlewith TeamRetention#3AddedaPensionCompletedaCoachingSessionCallRyanBrianGST$#2AddedSpousalInformationUsed myPersonalBrandGST$#1Submita KudosCardIRALead#2Retention#1ReadArticle ofthe DayRetention#4CompleteIncome +TrainingEnrollmentIRALead#1Retention#2Added anOutsideAccountTransferreda Call to aSpecialist

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