Triple Chat Tax Withholding Elections Life event OT Remove M restriction Open account Reinvest Name usage Disclaimer Travel Notice 1 chat resolution RLST KBA SendWord Ownership statement Stand and work De- escalate Explain stock settlement Additional needs check Margin interest rate Tax forms Client Feedback Journal RGEN Comtrack Complaint POA CSG Remove CVRC restriction 401k rollover Follow Up w/ client Mutual fund settlement Update IRA bene online Steps for TOA Forms Library Enable 3rd party access Learning Center Update address IPO IWIN link eDelivery Use Margin group chat Cash products interest rates Submit a lead Online trade Triple Chat Tax Withholding Elections Life event OT Remove M restriction Open account Reinvest Name usage Disclaimer Travel Notice 1 chat resolution RLST KBA SendWord Ownership statement Stand and work De- escalate Explain stock settlement Additional needs check Margin interest rate Tax forms Client Feedback Journal RGEN Comtrack Complaint POA CSG Remove CVRC restriction 401k rollover Follow Up w/ client Mutual fund settlement Update IRA bene online Steps for TOA Forms Library Enable 3rd party access Learning Center Update address IPO IWIN link eDelivery Use Margin group chat Cash products interest rates Submit a lead Online trade
(Print) Use this randomly generated list as your call list when playing the game. 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.
I-Triple Chat
B-Tax Withholding Elections
B-Life event
B-OT
G-Remove M restriction
I-Open account
O-Reinvest
N-Name usage
I-Disclaimer
O-Travel Notice
G-1 chat resolution
O-RLST
B-KBA
O-SendWord
O-Ownership statement
B-Stand and work
N-De-escalate
I-Explain stock settlement
B-Additional needs check
B-Margin interest rate
B-Tax forms
O-Client Feedback
G-Journal
G-RGEN Comtrack
G-Complaint
O-POA
O-CSG
N-Remove CVRC restriction
G-401k rollover
B-Follow Up w/ client
N-Mutual fund settlement
G-Update IRA bene online
I-Steps for TOA
G-Forms Library
G-Enable 3rd party access
I-Learning Center
N-Update address
N-IPO
I-IWIN link
I-eDelivery
N-Use Margin group chat
O-Cash products interest rates
N-Submit a lead
I-Online trade