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