Make 10Outboundcalls forFinanceFriday5 ImmediateIntroductionsover thephoneTurn aCD/SavingsAccount Inquiryinto WealthReferralTotalBookedbusinessover$100,000TotalBookedbusinessover$500,000Introduce aSmall BusinessOwner lookingfor retirementplanning6 ReferralsfromoutboundcallingBookedBusiness$50,00015Referrals 3Referrals5 Outboundcalls forWealth inone day 3 ReferralsfromOutboundCalling3 ReferralfromOutboundCallingBookedBusiness$150,000Referralfor 401KRolloveropportunityBookedBusiness$100,000 3 Immediatein personintroductionsto the FA inone weekTurn a ServiceInteraction intoQualifiedWealthReferral5 WealthReferralsQualified HighNet WorthReferral(above$750,000)6 ImmediateIntroductionsin person 20Referrals Schedule6 customerappts forFA10ReferralsMake 10Outboundcalls forFinanceFriday5 ImmediateIntroductionsover thephoneTurn aCD/SavingsAccount Inquiryinto WealthReferralTotalBookedbusinessover$100,000TotalBookedbusinessover$500,000Introduce aSmall BusinessOwner lookingfor retirementplanning6 ReferralsfromoutboundcallingBookedBusiness$50,00015Referrals 3Referrals5 Outboundcalls forWealth inone day 3 ReferralsfromOutboundCalling3 ReferralfromOutboundCallingBookedBusiness$150,000Referralfor 401KRolloveropportunityBookedBusiness$100,000 3 Immediatein personintroductionsto the FA inone weekTurn a ServiceInteraction intoQualifiedWealthReferral5 WealthReferralsQualified HighNet WorthReferral(above$750,000)6 ImmediateIntroductionsin person 20Referrals Schedule6 customerappts forFA10Referrals

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