3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINESS$250,0005 WEALTHREFERRALSIN ONEWEEKMORE THAN30REFERRALSIN THEQUARTER6REFERRALFROMOUTBOUNDCALLINGIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAY3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKBOOKEDBUSINESS$100,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMORETHAN20REFERRALIN THEQUARTER3REFERRALFROMOUTBOUNDCALLINGTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINNESSOVER$50,0003 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINESS$250,0005 WEALTHREFERRALSIN ONEWEEKMORE THAN30REFERRALSIN THEQUARTER6REFERRALFROMOUTBOUNDCALLINGIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAY3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKBOOKEDBUSINESS$100,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMORETHAN20REFERRALIN THEQUARTER3REFERRALFROMOUTBOUNDCALLINGTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINNESSOVER$50,000

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