SetPortfolioControlFeatureRetention#4GST$#1Retention#2ReadArticle ofthe DayAddedSpousalInformationGST$#2Retention#3AddedaPensionUsed myPersonalBrandIRALead#2Shared anArticlewith TeamCallRyanBrianShare a BestPracticeDuringHuddleIRALead#1CompletedaCoachingSessionSubmita KudosCardRetention#1Added anOutsideAccountTransferreda Call to aSpecialistSetStockCapCompleteIncome +TrainingEnrollmentCompletedTRASetPortfolioControlFeatureRetention#4GST$#1Retention#2ReadArticle ofthe DayAddedSpousalInformationGST$#2Retention#3AddedaPensionUsed myPersonalBrandIRALead#2Shared anArticlewith TeamCallRyanBrianShare a BestPracticeDuringHuddleIRALead#1CompletedaCoachingSessionSubmita KudosCardRetention#1Added anOutsideAccountTransferreda Call to aSpecialistSetStockCapCompleteIncome +TrainingEnrollmentCompletedTRA

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