SetStockCapAddedSpousalInformationRetention#2Retention#1AddedaPensionSubmita KudosCardSetPortfolioControlFeatureCallRyanBrianGST$#1CompletedaCoachingSessionShared anArticlewith TeamRetention#3IRALead#1Share a BestPracticeDuringHuddleIRALead#2CompleteIncome +TrainingEnrollmentGST$#2Transferreda Call to aSpecialistCompletedTRAAdded anOutsideAccountUsed myPersonalBrandReadArticle ofthe DayRetention#4SetStockCapAddedSpousalInformationRetention#2Retention#1AddedaPensionSubmita KudosCardSetPortfolioControlFeatureCallRyanBrianGST$#1CompletedaCoachingSessionShared anArticlewith TeamRetention#3IRALead#1Share a BestPracticeDuringHuddleIRALead#2CompleteIncome +TrainingEnrollmentGST$#2Transferreda Call to aSpecialistCompletedTRAAdded anOutsideAccountUsed myPersonalBrandReadArticle ofthe DayRetention#4

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