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