DiscussRMDUpdatePhone #when noton fileWalkthroughonlinetradePasswordResetHelpSetupan AlertShow clientcash availfeature onFid.comDiscussadvantageof CMAGive aquoteSet UpPWSPlanProcess a529DistributionDiscussHidingClosedaccountsDiscussDebitCardSetupEFTonlineSet upAutomaticInvestPlanDiscussmobilecheckdepositDiscussBill PayFeatureGo extramile withAddresschangeEnrollclient inMyVoiceDiscussBeneinformationUpdatePWS inSalesforceSetupBank WireonlineConfirmaddress ifnot updatedin whileDiscusscheckwritingGet Phone# atbeginningof callDiscussRMDUpdatePhone #when noton fileWalkthroughonlinetradePasswordResetHelpSetupan AlertShow clientcash availfeature onFid.comDiscussadvantageof CMAGive aquoteSet UpPWSPlanProcess a529DistributionDiscussHidingClosedaccountsDiscussDebitCardSetupEFTonlineSet upAutomaticInvestPlanDiscussmobilecheckdepositDiscussBill PayFeatureGo extramile withAddresschangeEnrollclient inMyVoiceDiscussBeneinformationUpdatePWS inSalesforceSetupBank WireonlineConfirmaddress ifnot updatedin whileDiscusscheckwritingGet 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.


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