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.

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