Has a system for keepingtrack of client follow-ups______________________Has worked in a completelydifferent industry beforefinancial services______________________Has participated in a clientappreciation event______________________Has a system forremembering names atnetworking events______________________Can share a funny orembarrassing work story______________________Works in a family business______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Can explain their personalvalue proposition in 30seconds.______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Knows a creative way toask for referrals______________________Knows someone else in theroom from outside ofJanney______________________Has conducted a clientdiscovery meeting______________________Can share a strategy theyuse to stay motivated______________________Has a professional mentoroutside of Janney______________________Can do a spot-onimpression of someonefamous______________________Will demonstrate their bestdance move______________________Has run a marathon______________________Has a guaranteed to makeyou laugh joke______________________Speaks 2 languages______________________Has every cold-calledsomeone who became amajor client______________________Can name their favoriteJanney technology platform______________________Has a favorite icebreakerquestion for client meetings______________________Can share a careermistake that turned into alesson______________________Is pursuing the CFP______________________Has lived in anothercountry_____________________Can share a client successstory that surprised them______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Knows at least 2 ofJanney's core values______________________Has redeemed DAP pointsfor a gift card______________________Has a hidden talent______________________Has a system for keepingtrack of client follow-ups______________________Has worked in a completelydifferent industry beforefinancial services______________________Has participated in a clientappreciation event______________________Has a system forremembering names atnetworking events______________________Can share a funny orembarrassing work story______________________Works in a family business______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Can explain their personalvalue proposition in 30seconds.______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Knows a creative way toask for referrals______________________Knows someone else in theroom from outside ofJanney______________________Has conducted a clientdiscovery meeting______________________Can share a strategy theyuse to stay motivated______________________Has a professional mentoroutside of Janney______________________Can do a spot-onimpression of someonefamous______________________Will demonstrate their bestdance move______________________Has run a marathon______________________Has a guaranteed to makeyou laugh joke______________________Speaks 2 languages______________________Has every cold-calledsomeone who became amajor client______________________Can name their favoriteJanney technology platform______________________Has a favorite icebreakerquestion for client meetings______________________Can share a careermistake that turned into alesson______________________Is pursuing the CFP______________________Has lived in anothercountry_____________________Can share a client successstory that surprised them______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Knows at least 2 ofJanney's core values______________________Has redeemed DAP pointsfor a gift card______________________Has a hidden talent______________________

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