BOOKEDBUSINESS$100,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ASERVICEINTERACTIONINTO AWEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$250,000MORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK6REFERRALFROMOUTBOUNDCALLING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINNESSOVER$50,000COLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSBOOKEDBUSINESS$100,0006 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLINGMORE THAN30REFERRALSIN THEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.ATURN ASERVICEINTERACTIONINTO AWEALTHREFERRALREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$250,000MORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK6REFERRALFROMOUTBOUNDCALLING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINNESSOVER$50,000COLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS

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