SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER5 WEALTHREFERRALSIN ONEWEEKSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALBOOKEDBUSINESS$250,000BOOKEDBUSINNESSOVER$50,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK6REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKBOOKEDBUSINESS$100,0003 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK3REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER5 WEALTHREFERRALSIN ONEWEEKSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALBOOKEDBUSINESS$250,000BOOKEDBUSINNESSOVER$50,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEK6REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKBOOKEDBUSINESS$100,0003 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK3REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)

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