BusinessPlanPaying forEducationServeClientsPreparingfor theUnexpectedDeeplyServedHow doI getthere?An IdealClientExperiencePlanningyourEstateMyBranchLiving inRetirementPortfolioClientGoalsCenterBasicAnalysisNewAssetsOpportunitiesTabBranchEfficiencyBusinessPlanDocumentedGoals2020VisionClientNeedsTrimesterActionPlanPracticeManagement5-stepProcessFive-starRelationshipMeasureCreateClientsClientExperienceIndexPreparingforRetirementMyBranchSolutions-basedAdviceRelationshipManagerTailoredSolutionsClientConsultationGroupBusinessPlanPaying forEducationServeClientsPreparingfor theUnexpectedDeeplyServedHow doI getthere?An IdealClientExperiencePlanningyourEstateMyBranchLiving inRetirementPortfolioClientGoalsCenterBasicAnalysisNewAssetsOpportunitiesTabBranchEfficiencyBusinessPlanDocumentedGoals2020VisionClientNeedsTrimesterActionPlanPracticeManagement5-stepProcessFive-starRelationshipMeasureCreateClientsClientExperienceIndexPreparingforRetirementMyBranchSolutions-basedAdviceRelationshipManagerTailoredSolutionsClientConsultationGroup

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