SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ACOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALBOOKEDBUSINESS$250,0003 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL5 WEALTHREFERRALSIN ONEWEEKMORETHAN20REFERRALIN THEQUARTER6REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYBOOKEDBUSINESS$100,000SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ACOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALBOOKEDBUSINESS$250,0003 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL5 WEALTHREFERRALSIN ONEWEEKMORETHAN20REFERRALIN THEQUARTER6REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYBOOKEDBUSINESS$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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A
  2. 3 REFERRAL FROM OUTBOUND CALLING
  3. SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A
  4. COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS
  5. ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER
  6. BOOKED BUSINNESS OVER $50,000
  7. TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL
  8. BOOKED BUSINESS $250,000
  9. 3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK
  10. 3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK
  11. TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL
  12. 5 WEALTH REFERRALS IN ONE WEEK
  13. MORETHAN 20 REFERRAL IN THE QUARTER
  14. 6 REFERRAL FROM OUTBOUND CALLING
  15. MORE THAN 30 REFERRALS IN THE QUARTER
  16. 6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK
  17. 5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK
  18. HIGH NET WORTH REFERRAL (ABOVE $750,000)
  19. IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS
  20. REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY
  21. MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY
  22. IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING
  23. MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY
  24. BOOKED BUSINESS $100,000