EDJ advisorwants ETFsin SelectFA throwsa fit abouta signatureguaranteeFA givesattitudefor noreasonFA needshelp withSIMPLEIRA (+)FAthreatensto pull allmoney outSMA transitionanalysisrequest comesin a PDFWMC asksforsomethingwe can't doFA has aproblem withlack of trackrecord onETF modelsFA needssomethingfor a meetingin less than24 hoursFA needshelp withpaperworkFA callswith a 529problemYou can'treachyourmanagerFA emailsyou back butwon't takeyour callYou haveto emailSMA_BDSYou getflagged bycomplianceFA doesn'tknow whoCapitalGroup isYouhave tocall AMRFAsendsover PIIWMCsends 5+PIT tasksin one dayFA needshelp withwebsiteloginFA asksout ofpocketquestionYouhave tocall TSTFA no-shows ascheduledmeetingHVS putsinvalidcontactEDJ advisorwants ETFsin SelectFA throwsa fit abouta signatureguaranteeFA givesattitudefor noreasonFA needshelp withSIMPLEIRA (+)FAthreatensto pull allmoney outSMA transitionanalysisrequest comesin a PDFWMC asksforsomethingwe can't doFA has aproblem withlack of trackrecord onETF modelsFA needssomethingfor a meetingin less than24 hoursFA needshelp withpaperworkFA callswith a 529problemYou can'treachyourmanagerFA emailsyou back butwon't takeyour callYou haveto emailSMA_BDSYou getflagged bycomplianceFA doesn'tknow whoCapitalGroup isYouhave tocall AMRFAsendsover PIIWMCsends 5+PIT tasksin one dayFA needshelp withwebsiteloginFA asksout ofpocketquestionYouhave tocall TSTFA no-shows ascheduledmeetingHVS putsinvalidcontact

IWS 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. EDJ advisor wants ETFs in Select
  2. FA throws a fit about a signature guarantee
  3. FA gives attitude for no reason
  4. FA needs help with SIMPLE IRA (+)
  5. FA threatens to pull all money out
  6. SMA transition analysis request comes in a PDF
  7. WMC asks for something we can't do
  8. FA has a problem with lack of track record on ETF models
  9. FA needs something for a meeting in less than 24 hours
  10. FA needs help with paperwork
  11. FA calls with a 529 problem
  12. You can't reach your manager
  13. FA emails you back but won't take your call
  14. You have to email SMA_BDS
  15. You get flagged by compliance
  16. FA doesn't know who Capital Group is
  17. You have to call AMR
  18. FA sends over PII
  19. WMC sends 5+ PIT tasks in one day
  20. FA needs help with website login
  21. FA asks out of pocket question
  22. You have to call TST
  23. FA no-shows a scheduled meeting
  24. HVS puts invalid contact