Made 4QualityIRPReferralsUpdateda Client'sKYCPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedMyAdvisorAdviceSummaryMade 2QualityIRPReferralsMade 3QualityIRPReferralsNet-worthUpdatedinMyAdvisorCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorMade 5QualityIRPReferralsWatchedtheMyAdvisorMini-SeriesSet upa MaticSet up3MaticsInvestmentPerformanceSnapshotTool UsedReadtheDMUBooked aFollow-upAppointment(In Person orVirtual)CompletedMyAdvisorMeetingSummaryPositionedtheSurveyCompletedMyIPProposalMyIPProposalFulfilledMade aQualityIRPReferralCompletedContributiontoInvestmentLinkedAccountto Goal inMyAdvisorSet up2MaticsMade 4QualityIRPReferralsUpdateda Client'sKYCPresentedMyAdvisor inBranchHuddle/SalesMeetingCompletedMyAdvisorAdviceSummaryMade 2QualityIRPReferralsMade 3QualityIRPReferralsNet-worthUpdatedinMyAdvisorCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorMade 5QualityIRPReferralsWatchedtheMyAdvisorMini-SeriesSet upa MaticSet up3MaticsInvestmentPerformanceSnapshotTool UsedReadtheDMUBooked aFollow-upAppointment(In Person orVirtual)CompletedMyAdvisorMeetingSummaryPositionedtheSurveyCompletedMyIPProposalMyIPProposalFulfilledMade aQualityIRPReferralCompletedContributiontoInvestmentLinkedAccountto Goal inMyAdvisorSet up2Matics

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