PlanningyourEstateDeeplyServedPortfolioClientNeedsClientGoalsCenterMyBranchBusinessPlanMyBranchPaying forEducationBasicAnalysisPreparingforRetirementServeClients5-stepProcessAn IdealClientExperienceTrimesterActionPlanCreateClientsDocumentedGoalsClientExperienceIndexPreparingfor theUnexpectedOpportunitiesTabHow doI getthere?Five-starRelationshipMeasurePracticeManagementBranchEfficiencyLiving inRetirementTailoredSolutions2020VisionSolutions-basedAdviceRelationshipManagerNewAssetsBusinessPlanClientConsultationGroupPlanningyourEstateDeeplyServedPortfolioClientNeedsClientGoalsCenterMyBranchBusinessPlanMyBranchPaying forEducationBasicAnalysisPreparingforRetirementServeClients5-stepProcessAn IdealClientExperienceTrimesterActionPlanCreateClientsDocumentedGoalsClientExperienceIndexPreparingfor theUnexpectedOpportunitiesTabHow doI getthere?Five-starRelationshipMeasurePracticeManagementBranchEfficiencyLiving inRetirementTailoredSolutions2020VisionSolutions-basedAdviceRelationshipManagerNewAssetsBusinessPlanClientConsultationGroup

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