CompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralLinkedAccountto Goal inMyAdvisorSet up3MaticsCompletedContributiontoInvestmentMyIPProposalFulfilledPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 4QualityIRPReferralsSet up2MaticsMade 5QualityIRPReferralsUpdateda Client'sKYCSet upa MaticAddedGoal inMyAdvisorCompletedMyAdvisorMeetingSummaryCompletedMyIPProposalCash FlowUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUWatchedtheMyAdvisorMini-SeriesInvestmentPerformanceSnapshotTool UsedMade 3QualityIRPReferralsNet-worthUpdatedinMyAdvisorPositionedtheSurveyBooked aFollow-upAppointment(In Person orVirtual)CompletedMyAdvisorAdviceSummaryMade aQualityIRPReferralLinkedAccountto Goal inMyAdvisorSet up3MaticsCompletedContributiontoInvestmentMyIPProposalFulfilledPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 4QualityIRPReferralsSet up2MaticsMade 5QualityIRPReferralsUpdateda Client'sKYCSet upa MaticAddedGoal inMyAdvisorCompletedMyAdvisorMeetingSummaryCompletedMyIPProposalCash FlowUpdatedinMyAdvisorMade 2QualityIRPReferralsReadtheDMUWatchedtheMyAdvisorMini-SeriesInvestmentPerformanceSnapshotTool UsedMade 3QualityIRPReferralsNet-worthUpdatedinMyAdvisorPositionedtheSurveyBooked aFollow-upAppointment(In Person orVirtual)

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