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