DiscussBill PayFeatureShow clientcash availfeature onFid.comGo extramile withAddresschangeHelpSetupan AlertPasswordResetDiscussBeneinformationUpdatePWS inSalesforceDiscussHidingClosedaccountsGive aquoteDiscussRMDSetupBank WireonlineConfirmaddress ifnot updatedin whileWalkthroughonlinetradeEnrollclient inMyVoiceDiscussDebitCardDiscussmobilecheckdepositSet upAutomaticInvestPlanSetupEFTonlineUpdatePhone #when noton fileDiscusscheckwritingSet UpPWSPlanProcess a529DistributionDiscussadvantageof CMAGet Phone# atbeginningof callDiscussBill PayFeatureShow clientcash availfeature onFid.comGo extramile withAddresschangeHelpSetupan AlertPasswordResetDiscussBeneinformationUpdatePWS inSalesforceDiscussHidingClosedaccountsGive aquoteDiscussRMDSetupBank WireonlineConfirmaddress ifnot updatedin whileWalkthroughonlinetradeEnrollclient inMyVoiceDiscussDebitCardDiscussmobilecheckdepositSet upAutomaticInvestPlanSetupEFTonlineUpdatePhone #when noton fileDiscusscheckwritingSet UpPWSPlanProcess a529DistributionDiscussadvantageof CMAGet Phone# atbeginningof call

Going the Extra Mile - 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.


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  1. Discuss Bill Pay Feature
  2. Show client cash avail feature on Fid.com
  3. Go extra mile with Address change
  4. Help Setup an Alert
  5. Password Reset
  6. Discuss Bene information
  7. Update PWS in Salesforce
  8. Discuss Hiding Closed accounts
  9. Give a quote
  10. Discuss RMD
  11. Setup Bank Wire online
  12. Confirm address if not updated in while
  13. Walk through online trade
  14. Enroll client in MyVoice
  15. Discuss Debit Card
  16. Discuss mobile check deposit
  17. Set up Automatic Invest Plan
  18. Setup EFT online
  19. Update Phone # when not on file
  20. Discuss check writing
  21. Set Up PWS Plan
  22. Process a 529 Distribution
  23. Discuss advantage of CMA
  24. Get Phone # at beginning of call