(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
Made 3 Quality IRP Referrals
Made a Quality IRP Referral
Investment Performance Snapshot Tool Used
Set up 2 Matics
Completed Contribution to Investment
Completed MyAdvisor Meeting Summary
Completed MyAdvisor Advice Summary
Made 5 Quality IRP Referrals
Net-worth Updated in MyAdvisor
Watched the MyAdvisor Mini-Series
Updated a Client's KYC
MyIP Proposal Fulfilled
Positioned the Survey
Read the DMU
Made 4 Quality IRP Referrals
Booked a Follow-up Appointment (In Person or Virtual)
Added Goal in MyAdvisor
Linked Account to Goal in MyAdvisor
Set up 3 Matics
Completed MyIP Proposal
Presented MyAdvisor in Branch Huddle/Sales Meeting
