Share a BestPracticeDuringHuddleCompleteIncome +TrainingRetention#3SetPortfolioControlFeatureRetention#2AddedSpousalInformationAddedaPensionRetention#1CallRyanBrianSubmita KudosCardIRALead#2Added anOutsideAccountReadArticle ofthe DayUsed myPersonalBrandRetention#4CompletedTRAGST$#2SetStockCapIRALead#1Shared anArticlewith TeamTransferreda Call to aSpecialistEnrollmentGST$#1CompletedaCoachingSessionShare a BestPracticeDuringHuddleCompleteIncome +TrainingRetention#3SetPortfolioControlFeatureRetention#2AddedSpousalInformationAddedaPensionRetention#1CallRyanBrianSubmita KudosCardIRALead#2Added anOutsideAccountReadArticle ofthe DayUsed myPersonalBrandRetention#4CompletedTRAGST$#2SetStockCapIRALead#1Shared anArticlewith TeamTransferreda Call to aSpecialistEnrollmentGST$#1CompletedaCoachingSession

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