SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORE THAN30REFERRALSIN THEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMORETHAN20REFERRALIN THEQUARTER3REFERRALFROMOUTBOUNDCALLING6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLING5 WEALTHREFERRALSIN ONEWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$250,000SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORE THAN30REFERRALSIN THEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMORETHAN20REFERRALIN THEQUARTER3REFERRALFROMOUTBOUNDCALLING6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLING5 WEALTHREFERRALSIN ONEWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$250,000

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