Has every cold-calledsomeone who became amajor client______________________Works in a family business______________________Has a guaranteed to makeyou laugh joke______________________Has a system for keepingtrack of client follow-ups______________________Can name their favoriteJanney technology platform______________________Has lived in anothercountry_____________________Can share a strategy theyuse to stay motivated______________________Speaks 2 languages______________________Has a system forremembering names atnetworking events______________________Can share a client successstory that surprised them______________________Has a favorite icebreakerquestion for client meetings______________________Can explain their personalvalue proposition in 30seconds.______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Has participated in a clientappreciation event______________________Knows at least 2 ofJanney's core values______________________Has a professional mentoroutside of Janney______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Has redeemed DAP pointsfor a gift card______________________Will demonstrate their bestdance move______________________Can share a funny orembarrassing work story______________________Knows a creative way toask for referrals______________________Knows someone else in theroom from outside ofJanney______________________Has worked in a completelydifferent industry beforefinancial services______________________Can do a spot-onimpression of someonefamous______________________Has a hidden talent______________________Can share a careermistake that turned into alesson______________________Has run a marathon______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Has conducted a clientdiscovery meeting______________________Is pursuing the CFP______________________Has every cold-calledsomeone who became amajor client______________________Works in a family business______________________Has a guaranteed to makeyou laugh joke______________________Has a system for keepingtrack of client follow-ups______________________Can name their favoriteJanney technology platform______________________Has lived in anothercountry_____________________Can share a strategy theyuse to stay motivated______________________Speaks 2 languages______________________Has a system forremembering names atnetworking events______________________Can share a client successstory that surprised them______________________Has a favorite icebreakerquestion for client meetings______________________Can explain their personalvalue proposition in 30seconds.______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Has participated in a clientappreciation event______________________Knows at least 2 ofJanney's core values______________________Has a professional mentoroutside of Janney______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Has redeemed DAP pointsfor a gift card______________________Will demonstrate their bestdance move______________________Can share a funny orembarrassing work story______________________Knows a creative way toask for referrals______________________Knows someone else in theroom from outside ofJanney______________________Has worked in a completelydifferent industry beforefinancial services______________________Can do a spot-onimpression of someonefamous______________________Has a hidden talent______________________Can share a careermistake that turned into alesson______________________Has run a marathon______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Has conducted a clientdiscovery meeting______________________Is pursuing the CFP______________________

Find Someone Who.... - 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. Has every cold-called someone who became a major client ______________________
  2. Works in a family business ______________________
  3. Has a guaranteed to make you laugh joke ______________________
  4. Has a system for keeping track of client follow-ups ______________________
  5. Can name their favorite Janney technology platform ______________________
  6. Has lived in another country _____________________
  7. Can share a strategy they use to stay motivated ______________________
  8. Speaks 2 languages ______________________
  9. Has a system for remembering names at networking events ______________________
  10. Can share a client success story that surprised them ______________________
  11. Has a favorite icebreaker question for client meetings ______________________
  12. Can explain their personal value proposition in 30 seconds. ______________________
  13. Has a go-to podcast, book, or resource for professional growth ______________________
  14. Has participated in a client appreciation event ______________________
  15. Knows at least 2 of Janney's core values ______________________
  16. Has a professional mentor outside of Janney ______________________
  17. Has a creative way of simplifying complex financial concepts for clients ______________________
  18. Has redeemed DAP points for a gift card ______________________
  19. Will demonstrate their best dance move ______________________
  20. Can share a funny or embarrassing work story ______________________
  21. Knows a creative way to ask for referrals ______________________
  22. Knows someone else in the room from outside of Janney ______________________
  23. Has worked in a completely different industry before financial services ______________________
  24. Can do a spot-on impression of someone famous ______________________
  25. Has a hidden talent ______________________
  26. Can share a career mistake that turned into a lesson ______________________
  27. Has run a marathon ______________________
  28. Has participated in a coaching session with their regional Business Development Coach ______________________
  29. Has conducted a client discovery meeting ______________________
  30. Is pursuing the CFP ______________________