Make 10Outboundcalls forFinanceFriday3 ReferralfromOutboundCalling20Referrals Schedule6 customerappts forFA10ReferralsTurn a ServiceInteraction intoQualifiedWealthReferralTotalBookedbusinessover$500,000BookedBusiness$150,0005 ImmediateIntroductionsover thephone5 Outboundcalls forWealth inone day Introduce aSmall BusinessOwner lookingfor retirementplanningBookedBusiness$50,000Qualified HighNet WorthReferral(above$750,000)TotalBookedbusinessover$100,0006 Referralsfromoutboundcalling15Referrals 3ReferralsTurn aCD/SavingsAccount Inquiryinto WealthReferral5 WealthReferralsBookedBusiness$100,000 6 ImmediateIntroductionsin person Referralfor 401KRolloveropportunity3 ReferralsfromOutboundCalling3 Immediatein personintroductionsto the FA inone weekMake 10Outboundcalls forFinanceFriday3 ReferralfromOutboundCalling20Referrals Schedule6 customerappts forFA10ReferralsTurn a ServiceInteraction intoQualifiedWealthReferralTotalBookedbusinessover$500,000BookedBusiness$150,0005 ImmediateIntroductionsover thephone5 Outboundcalls forWealth inone day Introduce aSmall BusinessOwner lookingfor retirementplanningBookedBusiness$50,000Qualified HighNet WorthReferral(above$750,000)TotalBookedbusinessover$100,0006 Referralsfromoutboundcalling15Referrals 3ReferralsTurn aCD/SavingsAccount Inquiryinto WealthReferral5 WealthReferralsBookedBusiness$100,000 6 ImmediateIntroductionsin person Referralfor 401KRolloveropportunity3 ReferralsfromOutboundCalling3 Immediatein personintroductionsto the FA inone week

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