MORETHAN20REFERRALIN THEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINNESSOVER$50,000SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ATURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL5 WEALTHREFERRALSIN ONEWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK6REFERRALFROMOUTBOUNDCALLING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$100,000BOOKEDBUSINESS$250,000MORETHAN20REFERRALIN THEQUARTERMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINNESSOVER$50,000SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ATURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALMORE THAN30REFERRALSIN THEQUARTERCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKTURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL5 WEALTHREFERRALSIN ONEWEEKMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK6REFERRALFROMOUTBOUNDCALLING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$100,000BOOKEDBUSINESS$250,000

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