(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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5 Immediate Introductions over the phone
5 Outbound calls for Wealth in one day
3 Immediate in person introductions to the FA in one week
6 Immediate Introductions in person
Turn a Service Interaction into Qualified Wealth Referral
3 Referral from Outbound Calling
Booked Business $50,000
10 Referrals
Total
Booked business over $500,000
Schedule 6 customer appts for FA
15 Referrals
Qualified High Net Worth Referral (above $750,000)
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Referrals
Referral for 401K Rollover opportunity
6 Referrals from outbound calling
5 Wealth Referrals
Total
Booked business over $100,000
3 Referrals from Outbound Calling
20 Referrals
Turn a CD/Savings Account Inquiry into Wealth Referral
Make 10 Outbound calls for Finance Friday
Booked Business $150,000
Booked Business $100,000
Introduce a Small Business Owner looking for retirement planning
