Made 5QualityIRPReferralsPositionedtheSurveySet up2MaticsInvestmentPerformanceSnapshotTool UsedCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorCompletedContributiontoInvestmentCompletedMyIPProposalBooked aFollow-upAppointment(In Person orVirtual)Set upa MaticUpdateda Client'sKYCReadtheDMUSet up3MaticsMade 4QualityIRPReferralsMade 3QualityIRPReferralsLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryMade 2QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingWatchedtheMyAdvisorMini-SeriesMyIPProposalFulfilledCompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralNet-worthUpdatedinMyAdvisorMade 5QualityIRPReferralsPositionedtheSurveySet up2MaticsInvestmentPerformanceSnapshotTool UsedCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorCompletedContributiontoInvestmentCompletedMyIPProposalBooked aFollow-upAppointment(In Person orVirtual)Set upa MaticUpdateda Client'sKYCReadtheDMUSet up3MaticsMade 4QualityIRPReferralsMade 3QualityIRPReferralsLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryMade 2QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingWatchedtheMyAdvisorMini-SeriesMyIPProposalFulfilledCompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralNet-worthUpdatedinMyAdvisor

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