Introduce aSmall BusinessOwner lookingfor retirementplanning15Referrals Schedule6 customerappts forFA10ReferralsQualified HighNet WorthReferral(above$750,000)Turn aCD/SavingsAccount Inquiryinto WealthReferral5 ImmediateIntroductionsover thephone3ReferralsTurn a ServiceInteraction intoQualifiedWealthReferralMake 10Outboundcalls forFinanceFriday3 ReferralfromOutboundCallingBookedBusiness$50,000BookedBusiness$100,000 6 ImmediateIntroductionsin person 20Referrals TotalBookedbusinessover$100,0003 ReferralsfromOutboundCalling3 Immediatein personintroductionsto the FA inone weekReferralfor 401KRolloveropportunityBookedBusiness$150,000TotalBookedbusinessover$500,0005 Outboundcalls forWealth inone day 6 Referralsfromoutboundcalling5 WealthReferralsIntroduce aSmall BusinessOwner lookingfor retirementplanning15Referrals Schedule6 customerappts forFA10ReferralsQualified HighNet WorthReferral(above$750,000)Turn aCD/SavingsAccount Inquiryinto WealthReferral5 ImmediateIntroductionsover thephone3ReferralsTurn a ServiceInteraction intoQualifiedWealthReferralMake 10Outboundcalls forFinanceFriday3 ReferralfromOutboundCallingBookedBusiness$50,000BookedBusiness$100,000 6 ImmediateIntroductionsin person 20Referrals TotalBookedbusinessover$100,0003 ReferralsfromOutboundCalling3 Immediatein personintroductionsto the FA inone weekReferralfor 401KRolloveropportunityBookedBusiness$150,000TotalBookedbusinessover$500,0005 Outboundcalls forWealth inone day 6 Referralsfromoutboundcalling5 WealthReferrals

WIN WITH WEALTH - 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. Introduce a Small Business Owner looking for retirement planning
  2. 15 Referrals
  3. Schedule 6 customer appts for FA
  4. 10 Referrals
  5. Qualified High Net Worth Referral (above $750,000)
  6. Turn a CD/Savings Account Inquiry into Wealth Referral
  7. 5 Immediate Introductions over the phone
  8. 3 Referrals
  9. Turn a Service Interaction into Qualified Wealth Referral
  10. Make 10 Outbound calls for Finance Friday
  11. 3 Referral from Outbound Calling
  12. Booked Business $50,000
  13. Booked Business $100,000
  14. 6 Immediate Introductions in person
  15. 20 Referrals
  16. Total Booked business over $100,000
  17. 3 Referrals from Outbound Calling
  18. 3 Immediate in person introductions to the FA in one week
  19. Referral for 401K Rollover opportunity
  20. Booked Business $150,000
  21. Total Booked business over $500,000
  22. 5 Outbound calls for Wealth in one day
  23. 6 Referrals from outbound calling
  24. 5 Wealth Referrals