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