Has participated in a clientappreciation event______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Has lived in anothercountry_____________________Has redeemed DAP pointsfor a gift card______________________Works in a family business______________________Can share a careermistake that turned into alesson______________________Speaks 2 languages______________________Can share a client successstory that surprised them______________________Can do a spot-onimpression of someonefamous______________________Can share a funny orembarrassing work story______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Can share a strategy theyuse to stay motivated______________________Knows at least 2 ofJanney's core values______________________Has a hidden talent______________________Has worked in a completelydifferent industry beforefinancial services______________________Knows a creative way toask for referrals______________________Will demonstrate their bestdance move______________________Can name their favoriteJanney technology platform______________________Can explain their personalvalue proposition in 30seconds.______________________Has a guaranteed to makeyou laugh joke______________________Has a professional mentoroutside of Janney______________________Knows someone else in theroom from outside ofJanney______________________Has a system forremembering names atnetworking events______________________Has run a marathon______________________Has conducted a clientdiscovery meeting______________________Has every cold-calledsomeone who became amajor client______________________Has a favorite icebreakerquestion for client meetings______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Is pursuing the CFP______________________Has a system for keepingtrack of client follow-ups______________________Has participated in a clientappreciation event______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Has lived in anothercountry_____________________Has redeemed DAP pointsfor a gift card______________________Works in a family business______________________Can share a careermistake that turned into alesson______________________Speaks 2 languages______________________Can share a client successstory that surprised them______________________Can do a spot-onimpression of someonefamous______________________Can share a funny orembarrassing work story______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Can share a strategy theyuse to stay motivated______________________Knows at least 2 ofJanney's core values______________________Has a hidden talent______________________Has worked in a completelydifferent industry beforefinancial services______________________Knows a creative way toask for referrals______________________Will demonstrate their bestdance move______________________Can name their favoriteJanney technology platform______________________Can explain their personalvalue proposition in 30seconds.______________________Has a guaranteed to makeyou laugh joke______________________Has a professional mentoroutside of Janney______________________Knows someone else in theroom from outside ofJanney______________________Has a system forremembering names atnetworking events______________________Has run a marathon______________________Has conducted a clientdiscovery meeting______________________Has every cold-calledsomeone who became amajor client______________________Has a favorite icebreakerquestion for client meetings______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Is pursuing the CFP______________________Has a system for keepingtrack of client follow-ups______________________

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