Get Phone # at beginning of call Update PWS in Salesforce Discuss Debit Card Discuss check writing Give a quote Setup EFT online Enroll client in MyVoice Discuss Bene information Confirm address if not updated in while Update Phone # when not on file Set up Automatic Invest Plan Set Up PWS Plan Process a 529 Distribution Go extra mile with Address change Discuss mobile check deposit Setup Bank Wire online Discuss Bill Pay Feature Discuss advantage of CMA Help Setup an Alert Password Reset Show client cash avail feature on Fid.com Walk through online trade Discuss Hiding Closed accounts Discuss RMD Get Phone # at beginning of call Update PWS in Salesforce Discuss Debit Card Discuss check writing Give a quote Setup EFT online Enroll client in MyVoice Discuss Bene information Confirm address if not updated in while Update Phone # when not on file Set up Automatic Invest Plan Set Up PWS Plan Process a 529 Distribution Go extra mile with Address change Discuss mobile check deposit Setup Bank Wire online Discuss Bill Pay Feature Discuss advantage of CMA Help Setup an Alert Password Reset Show client cash avail feature on Fid.com Walk through online trade Discuss Hiding Closed accounts Discuss RMD
(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.
Get Phone # at beginning of call
Update PWS in Salesforce
Discuss Debit Card
Discuss check writing
Give a quote
Setup
EFT
online
Enroll client in MyVoice
Discuss Bene information
Confirm address if not updated in while
Update Phone # when not on file
Set up Automatic Invest Plan
Set Up PWS Plan
Process a 529 Distribution
Go extra mile with Address change
Discuss mobile check deposit
Setup Bank Wire
online
Discuss
Bill Pay Feature
Discuss advantage of CMA
Help Setup an Alert
Password Reset
Show client cash avail feature on Fid.com
Walk through online trade
Discuss Hiding Closed accounts
Discuss RMD