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