An IdealClientExperienceMyBranchOpportunitiesTab2020VisionNewAssets5-stepProcessTrimesterActionPlanPortfolioHow doI getthere?BasicAnalysisPaying forEducationBusinessPlanMyBranchLiving inRetirementPracticeManagementRelationshipManagerDocumentedGoalsPreparingforRetirementBusinessPlanClientGoalsCenterTailoredSolutionsFive-starRelationshipMeasurePlanningyourEstateServeClientsDeeplyServedBranchEfficiencyClientExperienceIndexClientNeedsCreateClientsSolutions-basedAdviceClientConsultationGroupPreparingfor theUnexpectedAn IdealClientExperienceMyBranchOpportunitiesTab2020VisionNewAssets5-stepProcessTrimesterActionPlanPortfolioHow doI getthere?BasicAnalysisPaying forEducationBusinessPlanMyBranchLiving inRetirementPracticeManagementRelationshipManagerDocumentedGoalsPreparingforRetirementBusinessPlanClientGoalsCenterTailoredSolutionsFive-starRelationshipMeasurePlanningyourEstateServeClientsDeeplyServedBranchEfficiencyClientExperienceIndexClientNeedsCreateClientsSolutions-basedAdviceClientConsultationGroupPreparingfor theUnexpected

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