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