MAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$250,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AMORE THAN30REFERRALSIN THEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTERIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,0006REFERRALFROMOUTBOUNDCALLING5 WEALTHREFERRALSIN ONEWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRAL3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$100,000MAKE 3OUTBOUNDCALLS FOCUSEDON WEALTHOPPORTUNTIESIN ONE DAY6 IMMEDIATE INPERSONINTRODUCTIONTO THE F.A IN AWEEKREFERRALFOR A 401(K)ROLLEOVEROPORTUNITYBOOKEDBUSINESS$250,000IDENTIFY AREFERRAL FORA CLINETTRANSITIONINGCAREERSMAKE 10OUTBOUNDCALLS FOCUSEDO WEALTHOPPORTUNITESIN ONE DAYTURN ASERVICEINTERACTIONINTO AWEALTHREFERRALSCHEDULE 3CUSTOMERAPPOINTMENTSWITH THE F.AMORE THAN30REFERRALSIN THEQUARTERSCHEDULE 6CUSTOMERAPPOINTMENTSWITH THE F.A5 IMMEDIATEINTRODUCTIONTO THE F.AOVER THEPHONE A WEEK3REFERRALFROMOUTBOUNDCALLINGMORETHAN20REFERRALIN THEQUARTERIDENTIFY ASMALLOWNERLOOKING FORRETIREMENTPLANNING3 IMMEDIATEINTODUCTIONTO THE F.AOVER THEPHONE IN AWEEKASSIT INBOOKINGBUSINESSOVER $500,000IN ONEQUARTERBOOKEDBUSINNESSOVER$50,0006REFERRALFROMOUTBOUNDCALLING5 WEALTHREFERRALSIN ONEWEEKTURN ACD/SAVINGSACCOUNTINQUIRY INTOA WEALTHREFERRAL3 IMMEDIATE INPERSONINTRODUCTIONTO THE FA IN AWEEKCOLLABORATEWITH TEAMMATEON A REFERRALLEADING TOBOOKEDBUSINESSHIGH NETWORTHREFERRAL(ABOVE$750,000)BOOKEDBUSINESS$100,000

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