Updateda Client'sKYCSet up2MaticsCompletedMyAdvisorMeetingSummaryCompletedMyIPProposalBooked aFollow-upAppointment(In Person orVirtual)CompletedMyAdvisorAdviceSummaryMade 5QualityIRPReferralsReadtheDMUMade 3QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedContributiontoInvestmentSet upa MaticMade 4QualityIRPReferralsMade aQualityIRPReferralMade 2QualityIRPReferralsWatchedtheMyAdvisorMini-SeriesSet up3MaticsLinkedAccountto Goal inMyAdvisorPositionedtheSurveyMyIPProposalFulfilledCash FlowUpdatedinMyAdvisorInvestmentPerformanceSnapshotTool UsedAddedGoal inMyAdvisorNet-worthUpdatedinMyAdvisorUpdateda Client'sKYCSet up2MaticsCompletedMyAdvisorMeetingSummaryCompletedMyIPProposalBooked aFollow-upAppointment(In Person orVirtual)CompletedMyAdvisorAdviceSummaryMade 5QualityIRPReferralsReadtheDMUMade 3QualityIRPReferralsPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedContributiontoInvestmentSet upa MaticMade 4QualityIRPReferralsMade aQualityIRPReferralMade 2QualityIRPReferralsWatchedtheMyAdvisorMini-SeriesSet up3MaticsLinkedAccountto Goal inMyAdvisorPositionedtheSurveyMyIPProposalFulfilledCash FlowUpdatedinMyAdvisorInvestmentPerformanceSnapshotTool UsedAddedGoal inMyAdvisorNet-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. Updated a Client's KYC
  2. Set up 2 Matics
  3. Completed MyAdvisor Meeting Summary
  4. Completed MyIP Proposal
  5. Booked a Follow-up Appointment (In Person or Virtual)
  6. Completed MyAdvisor Advice Summary
  7. Made 5 Quality IRP Referrals
  8. Read the DMU
  9. Made 3 Quality IRP Referrals
  10. Presented MyAdvisor in Branch Huddle/Sales Meeting
  11. Completed Contribution to Investment
  12. Set up a Matic
  13. Made 4 Quality IRP Referrals
  14. Made a Quality IRP Referral
  15. Made 2 Quality IRP Referrals
  16. Watched the MyAdvisor Mini-Series
  17. Set up 3 Matics
  18. Linked Account to Goal in MyAdvisor
  19. Positioned the Survey
  20. MyIP Proposal Fulfilled
  21. Cash Flow Updated in MyAdvisor
  22. Investment Performance Snapshot Tool Used
  23. Added Goal in MyAdvisor
  24. Net-worth Updated in MyAdvisor