Made aQualityIRPReferralMade 3QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedWatchedtheMyAdvisorMini-SeriesCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryCompletedContributiontoInvestmentLinkedAccountto Goal inMyAdvisorBooked aFollow-upAppointment(In Person orVirtual)Net-worthUpdatedinMyAdvisorCompletedMyAdvisorAdviceSummaryPresentedMyAdvisor inBranchHuddle/SalesMeetingUpdateda Client'sKYCMyIPProposalFulfilledMade 4QualityIRPReferralsSet up3MaticsMade 2QualityIRPReferralsMade 5QualityIRPReferralsSet upa MaticSet up2MaticsReadtheDMUCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorPositionedtheSurveyMade aQualityIRPReferralMade 3QualityIRPReferralsInvestmentPerformanceSnapshotTool UsedWatchedtheMyAdvisorMini-SeriesCompletedMyIPProposalCompletedMyAdvisorMeetingSummaryCompletedContributiontoInvestmentLinkedAccountto Goal inMyAdvisorBooked aFollow-upAppointment(In Person orVirtual)Net-worthUpdatedinMyAdvisorCompletedMyAdvisorAdviceSummaryPresentedMyAdvisor inBranchHuddle/SalesMeetingUpdateda Client'sKYCMyIPProposalFulfilledMade 4QualityIRPReferralsSet up3MaticsMade 2QualityIRPReferralsMade 5QualityIRPReferralsSet upa MaticSet up2MaticsReadtheDMUCash FlowUpdatedinMyAdvisorAddedGoal inMyAdvisorPositionedtheSurvey

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Made a Quality IRP Referral
  2. Made 3 Quality IRP Referrals
  3. Investment Performance Snapshot Tool Used
  4. Watched the MyAdvisor Mini-Series
  5. Completed MyIP Proposal
  6. Completed MyAdvisor Meeting Summary
  7. Completed Contribution to Investment
  8. Linked Account to Goal in MyAdvisor
  9. Booked a Follow-up Appointment (In Person or Virtual)
  10. Net-worth Updated in MyAdvisor
  11. Completed MyAdvisor Advice Summary
  12. Presented MyAdvisor in Branch Huddle/Sales Meeting
  13. Updated a Client's KYC
  14. MyIP Proposal Fulfilled
  15. Made 4 Quality IRP Referrals
  16. Set up 3 Matics
  17. Made 2 Quality IRP Referrals
  18. Made 5 Quality IRP Referrals
  19. Set up a Matic
  20. Set up 2 Matics
  21. Read the DMU
  22. Cash Flow Updated in MyAdvisor
  23. Added Goal in MyAdvisor
  24. Positioned the Survey