Set up2MaticsAddedGoal inMyAdvisorMade 4QualityIRPReferralsLinkedAccountto Goal inMyAdvisorCash FlowUpdatedinMyAdvisorPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 5QualityIRPReferralsNet-worthUpdatedinMyAdvisorMade 2QualityIRPReferralsUpdateda Client'sKYCMade 3QualityIRPReferralsMyIPProposalFulfilledPositionedtheSurveyReadtheDMUCompletedMyIPProposalCompletedMyAdvisorMeetingSummarySet up3MaticsWatchedtheMyAdvisorMini-SeriesCompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralCompletedContributiontoInvestmentInvestmentPerformanceSnapshotTool UsedBooked aFollow-upAppointment(In Person orVirtual)Set upa MaticSet up2MaticsAddedGoal inMyAdvisorMade 4QualityIRPReferralsLinkedAccountto Goal inMyAdvisorCash FlowUpdatedinMyAdvisorPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 5QualityIRPReferralsNet-worthUpdatedinMyAdvisorMade 2QualityIRPReferralsUpdateda Client'sKYCMade 3QualityIRPReferralsMyIPProposalFulfilledPositionedtheSurveyReadtheDMUCompletedMyIPProposalCompletedMyAdvisorMeetingSummarySet up3MaticsWatchedtheMyAdvisorMini-SeriesCompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralCompletedContributiontoInvestmentInvestmentPerformanceSnapshotTool UsedBooked aFollow-upAppointment(In Person orVirtual)Set upa Matic

MyAdvisor Weekly Bingo - 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. Set up 2 Matics
  2. Added Goal in MyAdvisor
  3. Made 4 Quality IRP Referrals
  4. Linked Account to Goal in MyAdvisor
  5. Cash Flow Updated in MyAdvisor
  6. Presented MyAdvisor in Branch Huddle/Sales Meeting
  7. Made 5 Quality IRP Referrals
  8. Net-worth Updated in MyAdvisor
  9. Made 2 Quality IRP Referrals
  10. Updated a Client's KYC
  11. Made 3 Quality IRP Referrals
  12. MyIP Proposal Fulfilled
  13. Positioned the Survey
  14. Read the DMU
  15. Completed MyIP Proposal
  16. Completed MyAdvisor Meeting Summary
  17. Set up 3 Matics
  18. Watched the MyAdvisor Mini-Series
  19. Completed MyAdvisor Advice Summary
  20. Made a Quality IRP Referral
  21. Completed Contribution to Investment
  22. Investment Performance Snapshot Tool Used
  23. Booked a Follow-up Appointment (In Person or Virtual)
  24. Set up a Matic