Made 4QualityIRPReferralsMade aQualityIRPReferralCompletedContributiontoInvestmentWatchedtheMyAdvisorMini-SeriesReadtheDMUUpdateda Client'sKYCCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryLinkedAccountto Goal inMyAdvisorMyIPProposalFulfilledMade 2QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedSet upa MaticPositionedtheSurveyBooked aFollow-upAppointment(In Person orVirtual)Made 5QualityIRPReferralsMade 3QualityIRPReferralsCash FlowUpdatedinMyAdvisorSet up3MaticsNet-worthUpdatedinMyAdvisorAddedGoal inMyAdvisorSet up2MaticsPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedMyAdvisorAdviceSummaryMade 4QualityIRPReferralsMade aQualityIRPReferralCompletedContributiontoInvestmentWatchedtheMyAdvisorMini-SeriesReadtheDMUUpdateda Client'sKYCCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryLinkedAccountto Goal inMyAdvisorMyIPProposalFulfilledMade 2QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedSet upa MaticPositionedtheSurveyBooked aFollow-upAppointment(In Person orVirtual)Made 5QualityIRPReferralsMade 3QualityIRPReferralsCash FlowUpdatedinMyAdvisorSet up3MaticsNet-worthUpdatedinMyAdvisorAddedGoal inMyAdvisorSet up2MaticsPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedMyAdvisorAdviceSummary

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