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