print HBportfolio androle-playconvo withMCEask HighBalance DIaccount if theywant a secondopinionask cx howthey plan tomake their2020 RSPcontributionrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscustomer iftheypersonallybank with TDoffer to refercommercialclient toprivatebankingprivatebankingconversationWhat elsecan TD dofor yourbusinessask cx whenthe last timewas that theymet with afinancialadvisorwhen was thelast time youreviewed yourfinancial planask a highbalance cx whatstrategy they havein place to passalong their wealthrole play withMCEmortgagereferralconversationask cxabout theirfinancialgoalsRole playwith MCEreferral towealthconversationhave estateplanningconversationadvice onSB creditcardcampaignask DIcustomerhow their lasttrade wentHealth carereferral /printoutDr,Dentist,Chiroask cx if theyare houseshopping/need mortgageadviceHigh BalanceFPConversationask cx if theyare planningto purchaseany propertythis summertalk tocustomerabout theirretirementgoalsask businesscx if theircredit needsare being metask OFImortgage cxwhen theirmortgage isup for renewalprint HBportfolio androle-playconvo withMCEask HighBalance DIaccount if theywant a secondopinionask cx howthey plan tomake their2020 RSPcontributionrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscustomer iftheypersonallybank with TDoffer to refercommercialclient toprivatebankingprivatebankingconversationWhat elsecan TD dofor yourbusinessask cx whenthe last timewas that theymet with afinancialadvisorwhen was thelast time youreviewed yourfinancial planask a highbalance cx whatstrategy they havein place to passalong their wealthrole play withMCEmortgagereferralconversationask cxabout theirfinancialgoalsRole playwith MCEreferral towealthconversationhave estateplanningconversationadvice onSB creditcardcampaignask DIcustomerhow their lasttrade wentHealth carereferral /printoutDr,Dentist,Chiroask cx if theyare houseshopping/need mortgageadviceHigh BalanceFPConversationask cx if theyare planningto purchaseany propertythis summertalk tocustomerabout theirretirementgoalsask businesscx if theircredit needsare being metask OFImortgage cxwhen theirmortgage isup for renewal

ONE TD BINGO - 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. print HB portfolio and role-play convo with MCE
  2. ask High Balance DI account if they want a second opinion
  3. ask cx how they plan to make their 2020 RSP contribution
  4. recommend a cx who has no investments with us to sit with Advisor for second opinion
  5. ask business customer if they personally bank with TD
  6. offer to refer commercial client to private banking
  7. private banking conversation
  8. What else can TD do for your business
  9. ask cx when the last time was that they met with a financial advisor
  10. when was the last time you reviewed your financial plan
  11. ask a high balance cx what strategy they have in place to pass along their wealth
  12. role play with MCE mortgage referral conversation
  13. ask cx about their financial goals
  14. Role play with MCE referral to wealth conversation
  15. have estate planning conversation
  16. advice on SB credit card campaign
  17. ask DI customer how their last trade went
  18. Health care referral /printout Dr,Dentist,Chiro
  19. ask cx if they are house shopping/ need mortgage advice
  20. High Balance FP Conversation
  21. ask cx if they are planning to purchase any property this summer
  22. talk to customer about their retirement goals
  23. ask business cx if their credit needs are being met
  24. ask OFI mortgage cx when their mortgage is up for renewal