SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKBOOKEDBUSINESS$250,0005 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLING6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKMORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINNESSOVER$50,0006REFERRALFROMOUTBOUNDCALLINGSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.AREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKBOOKEDBUSINESS$250,0005 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERHIGH NETWORTHREFERRAL(ABOVE$750,000)3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGBOOKEDBUSINESS$100,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3REFERRALFROMOUTBOUNDCALLING6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKMORETHAN20REFERRALIN THEQUARTER5 WEALTHREFERRALSIN ONEWEEKBOOKEDBUSINNESSOVER$50,0006REFERRALFROMOUTBOUNDCALLING

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