(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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FA emails you back but won't take your call
FA needs help with paperwork
WMC sends 5+ PIT tasks in one day
WMC asks for something we can't do
FA needs help with SIMPLE IRA (+)
You have to call TST
EDJ advisor wants ETFs in Select
FA sends over PII
FA needs something for a meeting in less than 24 hours
FA doesn't know who Capital Group is
FA calls with a 529 problem
FA throws a fit about a signature guarantee
SMA transition analysis request comes in a PDF
You have to email SMA_BDS
You get flagged by compliance
FA has a problem with lack of track record on ETF models