This bingo card has a free space and 24 words: private banking conversation, role play with MCE mortgage referral conversation, advice on SB credit card campaign, when was the last time you reviewed your financial plan, Health care referral /printout Dr,Dentist,Chiro, High Balance FP Conversation, What else can TD do for your business, recommend a cx who has no investments with us to sit with Advisor for second opinion, ask cx when the last time was that they met with a financial advisor, have estate planning conversation, ask OFI mortgage cx when their mortgage is up for renewal, ask cx about their financial goals, ask High Balance DI account if they want a second opinion, print HB portfolio and role-play convo with MCE, ask business customer if they personally bank with TD, ask cx if they are planning to purchase any property this summer, ask a high balance cx what strategy they have in place to pass along their wealth, ask DI customer how their last trade went, talk to customer about their retirement goals, Role play with MCE referral to wealth conversation, ask cx how they plan to make their 2020 RSP contribution, offer to refer commercial client to private banking, ask business cx if their credit needs are being met and ask cx if they are house shopping/ need mortgage advice.
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