Five-starRelationshipMeasureServeClientsClientConsultationGroupPlanningyourEstateMyBranch5-stepProcessRelationshipManagerAn IdealClientExperienceClientNeedsPaying forEducationBasicAnalysisTrimesterActionPlanBusinessPlanLiving inRetirementPreparingforRetirementBranchEfficiencyPracticeManagementClientExperienceIndexClientGoalsCenterCreateClientsDeeplyServedPortfolioNewAssetsOpportunitiesTab2020VisionHow doI getthere?BusinessPlanSolutions-basedAdviceDocumentedGoalsPreparingfor theUnexpectedTailoredSolutionsMyBranchFive-starRelationshipMeasureServeClientsClientConsultationGroupPlanningyourEstateMyBranch5-stepProcessRelationshipManagerAn IdealClientExperienceClientNeedsPaying forEducationBasicAnalysisTrimesterActionPlanBusinessPlanLiving inRetirementPreparingforRetirementBranchEfficiencyPracticeManagementClientExperienceIndexClientGoalsCenterCreateClientsDeeplyServedPortfolioNewAssetsOpportunitiesTab2020VisionHow doI getthere?BusinessPlanSolutions-basedAdviceDocumentedGoalsPreparingfor theUnexpectedTailoredSolutionsMyBranch

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