IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3REFERRALFROMOUTBOUNDCALLINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMORE THAN30REFERRALSIN THEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)MAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINESS$100,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMORETHAN20REFERRALIN THEQUARTERBOOKEDBUSINESS$250,0005 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINNESSOVER$50,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS3REFERRALFROMOUTBOUNDCALLINGMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A6REFERRALFROMOUTBOUNDCALLING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMORE THAN30REFERRALSIN THEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)MAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINESS$100,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRALTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMORETHAN20REFERRALIN THEQUARTERBOOKEDBUSINESS$250,0005 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINNESSOVER$50,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK

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