BookedBusiness$100,000 5 WealthReferralsTotalBookedbusinessover$500,0005 Outboundcalls forWealth inone day TotalBookedbusinessover$100,000Schedule6 customerappts forFA15Referrals 3 ReferralsfromOutboundCallingReferralfor 401KRolloveropportunity20Referrals 3 Immediatein personintroductionsto the FA inone week6 Referralsfromoutboundcalling3 ReferralfromOutboundCallingQualified HighNet WorthReferral(above$750,000)Turn a ServiceInteraction intoQualifiedWealthReferral6 ImmediateIntroductionsin person Turn aCD/SavingsAccount Inquiryinto WealthReferralMake 10Outboundcalls forFinanceFriday5 ImmediateIntroductionsover thephone10ReferralsBookedBusiness$150,0003ReferralsBookedBusiness$50,000Introduce aSmall BusinessOwner lookingfor retirementplanningBookedBusiness$100,000 5 WealthReferralsTotalBookedbusinessover$500,0005 Outboundcalls forWealth inone day TotalBookedbusinessover$100,000Schedule6 customerappts forFA15Referrals 3 ReferralsfromOutboundCallingReferralfor 401KRolloveropportunity20Referrals 3 Immediatein personintroductionsto the FA inone week6 Referralsfromoutboundcalling3 ReferralfromOutboundCallingQualified HighNet WorthReferral(above$750,000)Turn a ServiceInteraction intoQualifiedWealthReferral6 ImmediateIntroductionsin person Turn aCD/SavingsAccount Inquiryinto WealthReferralMake 10Outboundcalls forFinanceFriday5 ImmediateIntroductionsover thephone10ReferralsBookedBusiness$150,0003ReferralsBookedBusiness$50,000Introduce aSmall BusinessOwner lookingfor retirementplanning

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