This bingo card has a free space and 27 words: Help a client create their Schwab credentials, A client says "I didn't know that Schwab bought TD Ameritrade", Welcome a client to Schwab, Headline with a client how easy the transition process is, Show a client how to use the Schwab Website, Show a client the Client Information Hub (Welcome.schwab.com), Reference a "Hot Topics" guide during a call, Client calls in about the debt ceiling limit, Calm a client's worries about the transition, Use the word "Easy" during the call, Thank a client for being a part of Charles Schwab, Thank a client for being part of TD Ameritrade, Help a client place a trade on their own, Reset a password, Include the phrase "My pleasure" in your reassuring statement, Ask a client how their day is going, Ask a client how their Memorial Day weekend was, Use the phrase "I can definitely help you with…" in your reassuring statement, Restate the client's need in your reassuring statement, Ask the client what else you can do for them, Show a client how to set up FTA/LTA, Repeat the client's name at least 3 times throughout the call, Reset a user ID, Place a trade for a client, Explain how margin works, Give a client their account balances and Client calls in only for quotes.
TIE NESTING BINGO | First Phone Day Bingo | Consultation Bingo | ESW1 Bingo | September Bingo
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