20Referrals Make 10Outboundcalls forFinanceFridayBookedBusiness$150,0005 ImmediateIntroductionsover thephoneBookedBusiness$50,0006 ImmediateIntroductionsin person 3 Immediatein personintroductionsto the FA inone week10Referrals3Referrals5 Outboundcalls forWealth inone day 6 ReferralsfromoutboundcallingTotalBookedbusinessover$500,000Introduce aSmall BusinessOwner lookingfor retirementplanningTotalBookedbusinessover$100,000Turn aCD/SavingsAccount Inquiryinto WealthReferralSchedule6 customerappts forFAReferralfor 401KRolloveropportunityQualified HighNet WorthReferral(above$750,000)3 ReferralsfromOutboundCalling15Referrals 5 WealthReferralsBookedBusiness$100,000 Turn a ServiceInteraction intoQualifiedWealthReferral3 ReferralfromOutboundCalling20Referrals Make 10Outboundcalls forFinanceFridayBookedBusiness$150,0005 ImmediateIntroductionsover thephoneBookedBusiness$50,0006 ImmediateIntroductionsin person 3 Immediatein personintroductionsto the FA inone week10Referrals3Referrals5 Outboundcalls forWealth inone day 6 ReferralsfromoutboundcallingTotalBookedbusinessover$500,000Introduce aSmall BusinessOwner lookingfor retirementplanningTotalBookedbusinessover$100,000Turn aCD/SavingsAccount Inquiryinto WealthReferralSchedule6 customerappts forFAReferralfor 401KRolloveropportunityQualified HighNet WorthReferral(above$750,000)3 ReferralsfromOutboundCalling15Referrals 5 WealthReferralsBookedBusiness$100,000 Turn a ServiceInteraction intoQualifiedWealthReferral3 ReferralfromOutboundCalling

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