PresentedMyAdvisor inBranchHuddle/SalesMeetingSet up2MaticsMade aQualityIRPReferralUpdateda Client'sKYCMade 4QualityIRPReferralsSet up3MaticsCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryAddedGoal inMyAdvisorPositionedtheSurveyCash FlowUpdatedinMyAdvisorMade 3QualityIRPReferralsCompletedMyAdvisorAdviceSummaryLinkedAccountto Goal inMyAdvisorReadtheDMUNet-worthUpdatedinMyAdvisorSet upa MaticBooked aFollow-upAppointment(In Person orVirtual)MyIPProposalFulfilledCompletedContributiontoInvestmentMade 5QualityIRPReferralsMade 2QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedWatchedtheMyAdvisorMini-SeriesPresentedMyAdvisor inBranchHuddle/SalesMeetingSet up2MaticsMade aQualityIRPReferralUpdateda Client'sKYCMade 4QualityIRPReferralsSet up3MaticsCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryAddedGoal inMyAdvisorPositionedtheSurveyCash FlowUpdatedinMyAdvisorMade 3QualityIRPReferralsCompletedMyAdvisorAdviceSummaryLinkedAccountto Goal inMyAdvisorReadtheDMUNet-worthUpdatedinMyAdvisorSet upa MaticBooked aFollow-upAppointment(In Person orVirtual)MyIPProposalFulfilledCompletedContributiontoInvestmentMade 5QualityIRPReferralsMade 2QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedWatchedtheMyAdvisorMini-Series

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