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