Has worked in a completelydifferent industry beforefinancial services______________________Is pursuing the CFP______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Has a favorite icebreakerquestion for client meetings______________________Has a professional mentoroutside of Janney______________________Has a system forremembering names atnetworking events______________________Can share a careermistake that turned into alesson______________________Can share a funny orembarrassing work story______________________Has a guaranteed to makeyou laugh joke______________________Has conducted a clientdiscovery meeting______________________Has a hidden talent______________________Works in a family business______________________Can do a spot-onimpression of someonefamous______________________Has redeemed DAP pointsfor a gift card______________________Has every cold-calledsomeone who became amajor client______________________Can share a strategy theyuse to stay motivated______________________Can explain their personalvalue proposition in 30seconds.______________________Knows a creative way toask for referrals______________________Will demonstrate their bestdance move______________________Has run a marathon______________________Speaks 2 languages______________________Knows at least 2 ofJanney's core values______________________Has participated in a clientappreciation event______________________Can name their favoriteJanney technology platform______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Can share a client successstory that surprised them______________________Knows someone else in theroom from outside ofJanney______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Has a system for keepingtrack of client follow-ups______________________Has lived in anothercountry_____________________Has worked in a completelydifferent industry beforefinancial services______________________Is pursuing the CFP______________________Has a go-to podcast, book,or resource for professionalgrowth______________________Has a favorite icebreakerquestion for client meetings______________________Has a professional mentoroutside of Janney______________________Has a system forremembering names atnetworking events______________________Can share a careermistake that turned into alesson______________________Can share a funny orembarrassing work story______________________Has a guaranteed to makeyou laugh joke______________________Has conducted a clientdiscovery meeting______________________Has a hidden talent______________________Works in a family business______________________Can do a spot-onimpression of someonefamous______________________Has redeemed DAP pointsfor a gift card______________________Has every cold-calledsomeone who became amajor client______________________Can share a strategy theyuse to stay motivated______________________Can explain their personalvalue proposition in 30seconds.______________________Knows a creative way toask for referrals______________________Will demonstrate their bestdance move______________________Has run a marathon______________________Speaks 2 languages______________________Knows at least 2 ofJanney's core values______________________Has participated in a clientappreciation event______________________Can name their favoriteJanney technology platform______________________Has a creative way ofsimplifying complexfinancial concepts forclients______________________Can share a client successstory that surprised them______________________Knows someone else in theroom from outside ofJanney______________________Has participated in acoaching session with theirregional BusinessDevelopment Coach______________________Has a system for keepingtrack of client follow-ups______________________Has lived in anothercountry_____________________

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