PracticeManagementBusinessPlanDeeplyServedServeClients2020VisionHow doI getthere?DocumentedGoalsOpportunitiesTab5-stepProcessBusinessPlanBranchEfficiencyMyBranchTailoredSolutionsTrimesterActionPlanBasicAnalysisRelationshipManagerPlanningyourEstateMyBranchAn IdealClientExperienceClientNeedsClientGoalsCenterPreparingforRetirementFive-starRelationshipMeasureSolutions-basedAdviceCreateClientsPaying forEducationNewAssetsClientExperienceIndexLiving inRetirementPortfolioClientConsultationGroupPreparingfor theUnexpectedPracticeManagementBusinessPlanDeeplyServedServeClients2020VisionHow doI getthere?DocumentedGoalsOpportunitiesTab5-stepProcessBusinessPlanBranchEfficiencyMyBranchTailoredSolutionsTrimesterActionPlanBasicAnalysisRelationshipManagerPlanningyourEstateMyBranchAn IdealClientExperienceClientNeedsClientGoalsCenterPreparingforRetirementFive-starRelationshipMeasureSolutions-basedAdviceCreateClientsPaying forEducationNewAssetsClientExperienceIndexLiving inRetirementPortfolioClientConsultationGroupPreparingfor 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. Practice Management
  2. Business Plan
  3. Deeply Served
  4. Serve Clients
  5. 2020 Vision
  6. How do I get there?
  7. Documented Goals
  8. Opportunities Tab
  9. 5-step Process
  10. Business Plan
  11. Branch Efficiency
  12. My Branch
  13. Tailored Solutions
  14. Trimester Action Plan
  15. Basic Analysis
  16. Relationship Manager
  17. Planning your Estate
  18. My Branch
  19. An Ideal Client Experience
  20. Client Needs
  21. Client Goals Center
  22. Preparing for Retirement
  23. Five-star Relationship Measure
  24. Solutions-based Advice
  25. Create Clients
  26. Paying for Education
  27. New Assets
  28. Client Experience Index
  29. Living in Retirement
  30. Portfolio
  31. Client Consultation Group
  32. Preparing for the Unexpected