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