BOOKEDBUSINESS$100,000SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLINGHIGH NETWORTHREFERRAL(ABOVE$750,000)MORE THAN30REFERRALSIN THEQUARTERTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3REFERRALFROMOUTBOUNDCALLINGIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORETHAN20REFERRALIN THEQUARTERASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINESS$250,0005 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINNESSOVER$50,000COLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSBOOKEDBUSINESS$100,000SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLINGHIGH NETWORTHREFERRAL(ABOVE$750,000)MORE THAN30REFERRALSIN THEQUARTERTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3REFERRALFROMOUTBOUNDCALLINGIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORETHAN20REFERRALIN THEQUARTERASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINESS$250,0005 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINNESSOVER$50,000COLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS

WEALTH BING - 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. BOOKED BUSINESS $100,000
  2. SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A
  3. 3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK
  4. MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY
  5. 6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK
  6. 3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK
  7. SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A
  8. 6 REFERRAL FROM OUTBOUND CALLING
  9. HIGH NET WORTH REFERRAL (ABOVE $750,000)
  10. MORE THAN 30 REFERRALS IN THE QUARTER
  11. TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL
  12. MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY
  13. REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY
  14. 3 REFERRAL FROM OUTBOUND CALLING
  15. IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS
  16. MORETHAN 20 REFERRAL IN THE QUARTER
  17. ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER
  18. TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL
  19. IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING
  20. 5 WEALTH REFERRALS IN ONE WEEK
  21. BOOKED BUSINESS $250,000
  22. 5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK
  23. BOOKED BUSINNESS OVER $50,000
  24. COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS