ReadtheDMUMade 2QualityIRPReferralsMade 4QualityIRPReferralsSet up2MaticsCash FlowUpdatedinMyAdvisorMade 5QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingMade aQualityIRPReferralCompletedContributiontoInvestmentAddedGoal inMyAdvisorNet-worthUpdatedinMyAdvisorUpdateda Client'sKYCSet upa MaticMyIPProposalFulfilledSet up3MaticsCompletedMyAdvisorAdviceSummaryBooked aFollow-upAppointment(In Person orVirtual)InvestmentPerformanceSnapshotTool UsedPositionedtheSurveyLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryMade 3QualityIRPReferralsCompletedMyIPProposalWatchedtheMyAdvisorMini-SeriesReadtheDMUMade 2QualityIRPReferralsMade 4QualityIRPReferralsSet up2MaticsCash FlowUpdatedinMyAdvisorMade 5QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingMade aQualityIRPReferralCompletedContributiontoInvestmentAddedGoal inMyAdvisorNet-worthUpdatedinMyAdvisorUpdateda Client'sKYCSet upa MaticMyIPProposalFulfilledSet up3MaticsCompletedMyAdvisorAdviceSummaryBooked aFollow-upAppointment(In Person orVirtual)InvestmentPerformanceSnapshotTool UsedPositionedtheSurveyLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryMade 3QualityIRPReferralsCompletedMyIPProposalWatchedtheMyAdvisorMini-Series

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Read the DMU
  2. Made 2 Quality IRP Referrals
  3. Made 4 Quality IRP Referrals
  4. Set up 2 Matics
  5. Cash Flow Updated in MyAdvisor
  6. Made 5 Quality IRP Referrals
  7. Presented MyAdvisor in Branch Huddle/Sales Meeting
  8. Made a Quality IRP Referral
  9. Completed Contribution to Investment
  10. Added Goal in MyAdvisor
  11. Net-worth Updated in MyAdvisor
  12. Updated a Client's KYC
  13. Set up a Matic
  14. MyIP Proposal Fulfilled
  15. Set up 3 Matics
  16. Completed MyAdvisor Advice Summary
  17. Booked a Follow-up Appointment (In Person or Virtual)
  18. Investment Performance Snapshot Tool Used
  19. Positioned the Survey
  20. Linked Account to Goal in MyAdvisor
  21. Completed MyAdvisor Meeting Summary
  22. Made 3 Quality IRP Referrals
  23. Completed MyIP Proposal
  24. Watched the MyAdvisor Mini-Series