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