ClientExperienceIndexCreateClientsTailoredSolutionsClientGoalsCenterAn IdealClientExperiencePreparingforRetirementRelationshipManagerLiving inRetirementMyBranchOpportunitiesTabServeClientsBasicAnalysisPracticeManagementHow doI getthere?DeeplyServedBranchEfficiencyTrimesterActionPlan2020VisionClientConsultationGroupSolutions-basedAdvicePortfolio5-stepProcessNewAssetsClientNeedsDocumentedGoalsBusinessPlanFive-starRelationshipMeasurePaying forEducationBusinessPlanPreparingfor theUnexpectedMyBranchPlanningyourEstateClientExperienceIndexCreateClientsTailoredSolutionsClientGoalsCenterAn IdealClientExperiencePreparingforRetirementRelationshipManagerLiving inRetirementMyBranchOpportunitiesTabServeClientsBasicAnalysisPracticeManagementHow doI getthere?DeeplyServedBranchEfficiencyTrimesterActionPlan2020VisionClientConsultationGroupSolutions-basedAdvicePortfolio5-stepProcessNewAssetsClientNeedsDocumentedGoalsBusinessPlanFive-starRelationshipMeasurePaying forEducationBusinessPlanPreparingfor theUnexpectedMyBranchPlanningyourEstate

Solutions University Buzzword 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. Client Experience Index
  2. Create Clients
  3. Tailored Solutions
  4. Client Goals Center
  5. An Ideal Client Experience
  6. Preparing for Retirement
  7. Relationship Manager
  8. Living in Retirement
  9. My Branch
  10. Opportunities Tab
  11. Serve Clients
  12. Basic Analysis
  13. Practice Management
  14. How do I get there?
  15. Deeply Served
  16. Branch Efficiency
  17. Trimester Action Plan
  18. 2020 Vision
  19. Client Consultation Group
  20. Solutions-based Advice
  21. Portfolio
  22. 5-step Process
  23. New Assets
  24. Client Needs
  25. Documented Goals
  26. Business Plan
  27. Five-star Relationship Measure
  28. Paying for Education
  29. Business Plan
  30. Preparing for the Unexpected
  31. My Branch
  32. Planning your Estate