MAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINESS$250,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ASCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLING6REFERRALFROMOUTBOUNDCALLINGCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMORE THAN30REFERRALSIN THEQUARTERREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORETHAN20REFERRALIN THEQUARTERMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYBOOKEDBUSINNESSOVER$50,000HIGH NETWORTHREFERRAL(ABOVE$750,000)5 WEALTHREFERRALSIN ONEWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINESS$250,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ASCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLING6REFERRALFROMOUTBOUNDCALLINGCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKMORE THAN30REFERRALSIN THEQUARTERREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMORETHAN20REFERRALIN THEQUARTERMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYBOOKEDBUSINNESSOVER$50,000HIGH NETWORTHREFERRAL(ABOVE$750,000)5 WEALTHREFERRALSIN ONEWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER

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