ClientGoalsCenterDeeplyServedPlanningyourEstate2020VisionClientConsultationGroupOpportunitiesTabMyBranchBusinessPlanDocumentedGoalsFive-starRelationshipMeasureBusinessPlanClientNeedsSolutions-basedAdviceRelationshipManagerServeClientsPracticeManagementPreparingforRetirementNewAssetsTrimesterActionPlanHow doI getthere?5-stepProcessBasicAnalysisClientExperienceIndexPreparingfor theUnexpectedAn IdealClientExperiencePortfolioLiving inRetirementPaying forEducationMyBranchTailoredSolutionsCreateClientsBranchEfficiencyClientGoalsCenterDeeplyServedPlanningyourEstate2020VisionClientConsultationGroupOpportunitiesTabMyBranchBusinessPlanDocumentedGoalsFive-starRelationshipMeasureBusinessPlanClientNeedsSolutions-basedAdviceRelationshipManagerServeClientsPracticeManagementPreparingforRetirementNewAssetsTrimesterActionPlanHow doI getthere?5-stepProcessBasicAnalysisClientExperienceIndexPreparingfor theUnexpectedAn IdealClientExperiencePortfolioLiving inRetirementPaying forEducationMyBranchTailoredSolutionsCreateClientsBranchEfficiency

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