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