3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AMORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALBOOKEDBUSINESS$250,000MORE THAN30REFERRALSIN THEQUARTER3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS6REFERRALFROMOUTBOUNDCALLING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINNESSOVER$50,000REFERRALFOR A 401(K)ROLLEOVEROPORTUNITYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSBOOKEDBUSINESS$100,0003 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AMORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALBOOKEDBUSINESS$250,000MORE THAN30REFERRALSIN THEQUARTER3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS6REFERRALFROMOUTBOUNDCALLING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINNESSOVER$50,000REFERRALFOR A 401(K)ROLLEOVEROPORTUNITYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSBOOKEDBUSINESS$100,000

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