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