ClientGoalsCenterLiving inRetirementPortfolioTailoredSolutionsTrimesterActionPlanMyBranchServeClientsMyBranchBasicAnalysisDocumentedGoalsClientNeedsPreparingforRetirementCreateClientsBusinessPlanPaying forEducation5-stepProcess2020VisionHow doI getthere?ClientExperienceIndexClientConsultationGroupBranchEfficiencyFive-starRelationshipMeasurePracticeManagementBusinessPlanNewAssetsDeeplyServedPlanningyourEstateAn IdealClientExperienceOpportunitiesTabPreparingfor theUnexpectedSolutions-basedAdviceRelationshipManagerClientGoalsCenterLiving inRetirementPortfolioTailoredSolutionsTrimesterActionPlanMyBranchServeClientsMyBranchBasicAnalysisDocumentedGoalsClientNeedsPreparingforRetirementCreateClientsBusinessPlanPaying forEducation5-stepProcess2020VisionHow doI getthere?ClientExperienceIndexClientConsultationGroupBranchEfficiencyFive-starRelationshipMeasurePracticeManagementBusinessPlanNewAssetsDeeplyServedPlanningyourEstateAn IdealClientExperienceOpportunitiesTabPreparingfor theUnexpectedSolutions-basedAdviceRelationshipManager

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