MORE THAN30REFERRALSIN THEQUARTERIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK5 WEALTHREFERRALSIN ONEWEEK6REFERRALFROMOUTBOUNDCALLINGTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINNESSOVER$50,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINESS$250,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINESS$100,000MORETHAN20REFERRALIN THEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AMORE THAN30REFERRALSIN THEQUARTERIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNINGASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEK5 WEALTHREFERRALSIN ONEWEEK6REFERRALFROMOUTBOUNDCALLINGTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRALCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINNESSOVER$50,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERS5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITY3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKMAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAYBOOKEDBUSINESS$250,000TURN ASERVICEINTERACTIONINTO AWEALTHREFERRAL3REFERRALFROMOUTBOUNDCALLINGBOOKEDBUSINESS$100,000MORETHAN20REFERRALIN THEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKSCHEDULE 3CUSTOMERAPPOINTMENTSWITH 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. MORE THAN 30 REFERRALS IN THE QUARTER
  2. IDENTIFY A SMALL OWNER LOOKING FOR RETIREMENT PLANNING
  3. ASSIT IN BOOKING BUSINESS OVER $500,000 IN ONE QUARTER
  4. MAKE 10 OUTBOUND CALLS FOCUSED O WEALTH OPPORTUNITES IN ONE DAY
  5. 6 IMMEDIATE IN PERSON INTRODUCTION TO THE F.A IN A WEEK
  6. 5 WEALTH REFERRALS IN ONE WEEK
  7. 6 REFERRAL FROM OUTBOUND CALLING
  8. TURN A CD/SAVINGS ACCOUNT INQUIRY INTO A WEALTH REFERRAL
  9. COLLABORATE WITH TEAMMATE ON A REFERRAL LEADING TO BOOKED BUSINESS
  10. HIGH NET WORTH REFERRAL (ABOVE $750,000)
  11. BOOKED BUSINNESS OVER $50,000
  12. IDENTIFY A REFERRAL FOR A CLINET TRANSITIONING CAREERS
  13. 5 IMMEDIATE INTRODUCTION TO THE F.A OVER THE PHONE A WEEK
  14. REFERRAL FOR A 401(K) ROLLEOVER OPORTUNITY
  15. 3 IMMEDIATE IN PERSON INTRODUCTION TO THE FA IN A WEEK
  16. MAKE 3 OUTBOUND CALLS FOCUSED ON WEALTH OPPORTUNTIES IN ONE DAY
  17. BOOKED BUSINESS $250,000
  18. TURN A SERVICE INTERACTION INTO A WEALTH REFERRAL
  19. 3 REFERRAL FROM OUTBOUND CALLING
  20. BOOKED BUSINESS $100,000
  21. MORETHAN 20 REFERRAL IN THE QUARTER
  22. SCHEDULE 6 CUSTOMER APPOINTMENTS WITH THE F.A
  23. 3 IMMEDIATE INTODUCTION TO THE F.A OVER THE PHONE IN A WEEK
  24. SCHEDULE 3 CUSTOMER APPOINTMENTS WITH THE F.A