REFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRAL3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)MORE THAN30REFERRALSIN THEQUARTERBOOKEDBUSINESS$100,0005 WEALTHREFERRALSIN ONEWEEK6REFERRALFROMOUTBOUNDCALLING3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ACOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKMORETHAN20REFERRALIN THEQUARTERSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ASERVICEINTERACTIONINTO AWEALTHREFERRALBOOKEDBUSINESS$250,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSBOOKEDBUSINNESSOVER$50,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRAL3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEK6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)MORE THAN30REFERRALSIN THEQUARTERBOOKEDBUSINESS$100,0005 WEALTHREFERRALSIN ONEWEEK6REFERRALFROMOUTBOUNDCALLING3REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ACOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKMORETHAN20REFERRALIN THEQUARTERSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ASERVICEINTERACTIONINTO AWEALTHREFERRALBOOKEDBUSINESS$250,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSBOOKEDBUSINNESSOVER$50,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA 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. REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY
  2. MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY
  3. ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER
  4. TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL
  5. 3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK
  6. 6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK
  7. HIGH NET WORTH REFERRAL (ABOVE $750,000)
  8. MORE THAN 30 REFERRALS IN THE QUARTER
  9. BOOKED BUSINESS $100,000
  10. 5 WEALTH REFERRALS IN ONE WEEK
  11. 6 REFERRAL FROM OUTBOUND CALLING
  12. 3 REFERRAL FROM OUTBOUND CALLING
  13. SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A
  14. COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS
  15. 5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK
  16. MORETHAN 20 REFERRAL IN THE QUARTER
  17. SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A
  18. TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL
  19. BOOKED BUSINESS $250,000
  20. IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS
  21. BOOKED BUSINNESS OVER $50,000
  22. MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY
  23. IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING
  24. 3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK