(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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Completed MyIP Proposal
Net-worth Updated in MyAdvisor
Completed MyAdvisor Advice Summary
Made 4 Quality IRP Referrals
Completed Contribution to Investment
Set up 2 Matics
Linked Account to Goal in MyAdvisor
Made a Quality IRP Referral
Set up 3 Matics
Booked a Follow-up Appointment (In Person or Virtual)
Investment Performance Snapshot Tool Used
Watched the MyAdvisor Mini-Series
Cash Flow Updated in MyAdvisor
Made 3 Quality IRP Referrals
Set up a Matic
Updated a Client's KYC
Positioned the Survey
Completed MyAdvisor Meeting Summary
Presented MyAdvisor in Branch Huddle/Sales Meeting
