Solutions-basedAdvicePaying forEducationLiving inRetirementServeClientsClientNeedsPreparingfor theUnexpectedBasicAnalysisMyBranchPortfolio5-stepProcessDocumentedGoalsNewAssetsTailoredSolutions2020VisionPreparingforRetirementBranchEfficiencyBusinessPlanCreateClientsPlanningyourEstateRelationshipManagerFive-starRelationshipMeasureClientConsultationGroupOpportunitiesTabDeeplyServedBusinessPlanHow doI getthere?MyBranchClientGoalsCenterTrimesterActionPlanPracticeManagementClientExperienceIndexAn IdealClientExperienceSolutions-basedAdvicePaying forEducationLiving inRetirementServeClientsClientNeedsPreparingfor theUnexpectedBasicAnalysisMyBranchPortfolio5-stepProcessDocumentedGoalsNewAssetsTailoredSolutions2020VisionPreparingforRetirementBranchEfficiencyBusinessPlanCreateClientsPlanningyourEstateRelationshipManagerFive-starRelationshipMeasureClientConsultationGroupOpportunitiesTabDeeplyServedBusinessPlanHow doI getthere?MyBranchClientGoalsCenterTrimesterActionPlanPracticeManagementClientExperienceIndexAn IdealClientExperience

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