PresentedMyAdvisor inBranchHuddle/SalesMeetingMade 3QualityIRPReferralsCash FlowUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUSet up3MaticsMyIPProposalFulfilledNet-worthUpdatedinMyAdvisorUpdateda Client'sKYCMade aQualityIRPReferralLinkedAccountto Goal inMyAdvisorPositionedtheSurveyCompletedMyAdvisorAdviceSummarySet up2MaticsSet upa MaticCompletedMyAdvisorMeetingSummaryMade 4QualityIRPReferralsBooked aFollow-upAppointment(In Person orVirtual)WatchedtheMyAdvisorMini-SeriesCompletedMyIPProposalAddedGoal inMyAdvisorCompletedContributiontoInvestmentInvestmentPerformanceSnapshotTool UsedMade 5QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 3QualityIRPReferralsCash FlowUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUSet up3MaticsMyIPProposalFulfilledNet-worthUpdatedinMyAdvisorUpdateda Client'sKYCMade aQualityIRPReferralLinkedAccountto Goal inMyAdvisorPositionedtheSurveyCompletedMyAdvisorAdviceSummarySet up2MaticsSet upa MaticCompletedMyAdvisorMeetingSummaryMade 4QualityIRPReferralsBooked aFollow-upAppointment(In Person orVirtual)WatchedtheMyAdvisorMini-SeriesCompletedMyIPProposalAddedGoal inMyAdvisorCompletedContributiontoInvestmentInvestmentPerformanceSnapshotTool UsedMade 5QualityIRPReferrals

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