REFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$100,0005 WEALTHREFERRALSIN ONEWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6REFERRALFROMOUTBOUNDCALLINGIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINESS$250,000MORETHAN20REFERRALIN THEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$100,0005 WEALTHREFERRALSIN ONEWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6REFERRALFROMOUTBOUNDCALLINGIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINESS$250,000MORETHAN20REFERRALIN THEQUARTERBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL

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