6 Referralsfromoutboundcalling10ReferralsTotalBookedbusinessover$500,0005 ImmediateIntroductionsover thephone3 ReferralfromOutboundCallingTurn aCD/SavingsAccount Inquiryinto WealthReferralReferralfor 401KRolloveropportunityTotalBookedbusinessover$100,000BookedBusiness$100,000 3 ReferralsfromOutboundCallingIntroduce aSmall BusinessOwner lookingfor retirementplanning3Referrals20Referrals Qualified HighNet WorthReferral(above$750,000)5 WealthReferrals5 Outboundcalls forWealth inone day BookedBusiness$50,0003 Immediatein personintroductionsto the FA inone week15Referrals Make 10Outboundcalls forFinanceFridaySchedule6 customerappts forFA6 ImmediateIntroductionsin person BookedBusiness$150,000Turn a ServiceInteraction intoQualifiedWealthReferral6 Referralsfromoutboundcalling10ReferralsTotalBookedbusinessover$500,0005 ImmediateIntroductionsover thephone3 ReferralfromOutboundCallingTurn aCD/SavingsAccount Inquiryinto WealthReferralReferralfor 401KRolloveropportunityTotalBookedbusinessover$100,000BookedBusiness$100,000 3 ReferralsfromOutboundCallingIntroduce aSmall BusinessOwner lookingfor retirementplanning3Referrals20Referrals Qualified HighNet WorthReferral(above$750,000)5 WealthReferrals5 Outboundcalls forWealth inone day BookedBusiness$50,0003 Immediatein personintroductionsto the FA inone week15Referrals Make 10Outboundcalls forFinanceFridaySchedule6 customerappts forFA6 ImmediateIntroductionsin person BookedBusiness$150,000Turn a ServiceInteraction intoQualifiedWealthReferral

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