Retention#1Shared anArticlewith TeamCompleteIncome +TrainingCallRyanBrianCompletedTRASetPortfolioControlFeatureSetStockCapUsed myPersonalBrandIRALead#2EnrollmentAdded anOutsideAccountCompletedaCoachingSessionAddedaPensionRetention#2ReadArticle ofthe DayTransferreda Call to aSpecialistIRALead#1AddedSpousalInformationGST$#2Share a BestPracticeDuringHuddleRetention#4Submita KudosCardRetention#3GST$#1Retention#1Shared anArticlewith TeamCompleteIncome +TrainingCallRyanBrianCompletedTRASetPortfolioControlFeatureSetStockCapUsed myPersonalBrandIRALead#2EnrollmentAdded anOutsideAccountCompletedaCoachingSessionAddedaPensionRetention#2ReadArticle ofthe DayTransferreda Call to aSpecialistIRALead#1AddedSpousalInformationGST$#2Share a BestPracticeDuringHuddleRetention#4Submita KudosCardRetention#3GST$#1

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