(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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Made 2 Quality IRP Referrals
Made a Quality IRP Referral
Made 4 Quality IRP Referrals
Completed MyIP Proposal
Added Goal in MyAdvisor
Completed Contribution to Investment
Positioned the Survey
Set up 2 Matics
Cash Flow Updated in MyAdvisor
Completed MyAdvisor Advice Summary
Booked a Follow-up Appointment (In Person or Virtual)
Made 3 Quality IRP Referrals
Updated a Client's KYC
Watched the MyAdvisor Mini-Series
Set up a Matic
Net-worth Updated in MyAdvisor
Read the DMU
Set up 3 Matics
Made 5 Quality IRP Referrals
MyIP Proposal Fulfilled
Linked Account to Goal in MyAdvisor
Completed MyAdvisor Meeting Summary
Investment Performance Snapshot Tool Used
Presented MyAdvisor in Branch Huddle/Sales Meeting