DocumentedGoalsOpportunitiesTabClientGoalsCenterTrimesterActionPlanRelationshipManagerPracticeManagementPlanningyourEstatePortfolioClientConsultationGroupFive-starRelationshipMeasureClientExperienceIndex5-stepProcessCreateClientsMyBranchNewAssetsHow doI getthere?2020VisionDeeplyServedBusinessPlanPaying forEducationLiving inRetirementAn IdealClientExperienceTailoredSolutionsSolutions-basedAdviceBusinessPlanClientNeedsPreparingfor theUnexpectedPreparingforRetirementBasicAnalysisServeClientsBranchEfficiencyMyBranchDocumentedGoalsOpportunitiesTabClientGoalsCenterTrimesterActionPlanRelationshipManagerPracticeManagementPlanningyourEstatePortfolioClientConsultationGroupFive-starRelationshipMeasureClientExperienceIndex5-stepProcessCreateClientsMyBranchNewAssetsHow doI getthere?2020VisionDeeplyServedBusinessPlanPaying forEducationLiving inRetirementAn IdealClientExperienceTailoredSolutionsSolutions-basedAdviceBusinessPlanClientNeedsPreparingfor theUnexpectedPreparingforRetirementBasicAnalysisServeClientsBranchEfficiencyMyBranch

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