TURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTERMORE THAN30REFERRALSIN THEQUARTERIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS6REFERRALFROMOUTBOUNDCALLINGSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINESS$250,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY5 WEALTHREFERRALSIN ONEWEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKBOOKEDBUSINESS$100,000ASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.ATURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTERMORE THAN30REFERRALSIN THEQUARTERIDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS6REFERRALFROMOUTBOUNDCALLINGSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKBOOKEDBUSINESS$250,000MAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY5 WEALTHREFERRALSIN ONEWEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINNESSOVER$50,000TURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKBOOKEDBUSINESS$100,000ASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTER6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKHIGH NETWORTHREFERRAL(ABOVE$750,000)SCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A

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