BusinessPlanPaying forEducationDocumentedGoalsMyBranch2020VisionBusinessPlanFive-starRelationshipMeasureDeeplyServedSolutions-basedAdviceAn IdealClientExperienceClientNeedsLiving inRetirementNewAssetsTailoredSolutionsClientConsultationGroup5-stepProcessBasicAnalysisBranchEfficiencyOpportunitiesTabPlanningyourEstateHow doI getthere?ServeClientsClientExperienceIndexClientGoalsCenterPreparingfor theUnexpectedPracticeManagementRelationshipManagerPreparingforRetirementCreateClientsPortfolioMyBranchTrimesterActionPlanBusinessPlanPaying forEducationDocumentedGoalsMyBranch2020VisionBusinessPlanFive-starRelationshipMeasureDeeplyServedSolutions-basedAdviceAn IdealClientExperienceClientNeedsLiving inRetirementNewAssetsTailoredSolutionsClientConsultationGroup5-stepProcessBasicAnalysisBranchEfficiencyOpportunitiesTabPlanningyourEstateHow doI getthere?ServeClientsClientExperienceIndexClientGoalsCenterPreparingfor theUnexpectedPracticeManagementRelationshipManagerPreparingforRetirementCreateClientsPortfolioMyBranchTrimesterActionPlan

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