PresentedMyAdvisor inBranchHuddle/SalesMeetingMade 2QualityIRPReferralsPositionedtheSurveyInvestmentPerformanceSnapshotTool UsedMade 5QualityIRPReferralsMade 4QualityIRPReferralsSet up2MaticsCompletedMyAdvisorMeetingSummaryAddedGoal inMyAdvisorCompletedMyAdvisorAdviceSummaryCompletedMyIPProposalReadtheDMUBooked aFollow-upAppointment(In Person orVirtual)Made 3QualityIRPReferralsSet upa MaticMade aQualityIRPReferralCompletedContributiontoInvestmentMyIPProposalFulfilledWatchedtheMyAdvisorMini-SeriesCash FlowUpdatedinMyAdvisorLinkedAccountto Goal inMyAdvisorSet up3MaticsUpdateda Client'sKYCNet-worthUpdatedinMyAdvisorPresentedMyAdvisor inBranchHuddle/SalesMeetingMade 2QualityIRPReferralsPositionedtheSurveyInvestmentPerformanceSnapshotTool UsedMade 5QualityIRPReferralsMade 4QualityIRPReferralsSet up2MaticsCompletedMyAdvisorMeetingSummaryAddedGoal inMyAdvisorCompletedMyAdvisorAdviceSummaryCompletedMyIPProposalReadtheDMUBooked aFollow-upAppointment(In Person orVirtual)Made 3QualityIRPReferralsSet upa MaticMade aQualityIRPReferralCompletedContributiontoInvestmentMyIPProposalFulfilledWatchedtheMyAdvisorMini-SeriesCash FlowUpdatedinMyAdvisorLinkedAccountto Goal inMyAdvisorSet up3MaticsUpdateda Client'sKYCNet-worthUpdatedinMyAdvisor

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