Made 2QualityIRPReferralsMade aQualityIRPReferralMade 4QualityIRPReferralsCompletedMyIPProposalAddedGoal inMyAdvisorCompletedContributiontoInvestmentPositionedtheSurveySet up2MaticsCash FlowUpdatedinMyAdvisorCompletedMyAdvisorAdviceSummaryBooked aFollow-upAppointment(In Person orVirtual)Made 3QualityIRPReferralsUpdateda Client'sKYCWatchedtheMyAdvisorMini-SeriesSet upa MaticNet-worthUpdatedinMyAdvisorReadtheDMUSet up3MaticsMade 5QualityIRPReferralsMyIPProposalFulfilledLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryInvestmentPerformanceSnapshotTool UsedPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 2QualityIRPReferralsMade aQualityIRPReferralMade 4QualityIRPReferralsCompletedMyIPProposalAddedGoal inMyAdvisorCompletedContributiontoInvestmentPositionedtheSurveySet up2MaticsCash FlowUpdatedinMyAdvisorCompletedMyAdvisorAdviceSummaryBooked aFollow-upAppointment(In Person orVirtual)Made 3QualityIRPReferralsUpdateda Client'sKYCWatchedtheMyAdvisorMini-SeriesSet upa MaticNet-worthUpdatedinMyAdvisorReadtheDMUSet up3MaticsMade 5QualityIRPReferralsMyIPProposalFulfilledLinkedAccountto Goal inMyAdvisorCompletedMyAdvisorMeetingSummaryInvestmentPerformanceSnapshotTool UsedPresentedMyAdvisor inBranchHuddle/SalesMeeting

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