have estateplanningconversationadvice onSB creditcardcampaignHigh BalanceFPConversationask cxabout theirfinancialgoalsask HighBalance DIaccount if theywant a secondopinionoffer to refercommercialclient toprivatebankingtalk tocustomerabout theirretirementgoalsask businesscx if theircredit needsare being metask OFImortgage cxwhen theirmortgage isup for renewalask a highbalance cx whatstrategy they havein place to passalong their wealthwhen was thelast time youreviewed yourfinancial planask cx if theyare houseshopping/need mortgageadvicerecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask cx howthey plan tomake their2020 RSPcontributionask businesscustomer iftheypersonallybank with TDWhat elsecan TD dofor yourbusinessHealth carereferral /printoutDr,Dentist,ChiroRole playwith MCEreferral towealthconversationrole play withMCEmortgagereferralconversationask cx whenthe last timewas that theymet with afinancialadvisorask DIcustomerhow their lasttrade wentprivatebankingconversationprint HBportfolio androle-playconvo withMCEask cx if theyare planningto purchaseany propertythis summerhave estateplanningconversationadvice onSB creditcardcampaignHigh BalanceFPConversationask cxabout theirfinancialgoalsask HighBalance DIaccount if theywant a secondopinionoffer to refercommercialclient toprivatebankingtalk tocustomerabout theirretirementgoalsask businesscx if theircredit needsare being metask OFImortgage cxwhen theirmortgage isup for renewalask a highbalance cx whatstrategy they havein place to passalong their wealthwhen was thelast time youreviewed yourfinancial planask cx if theyare houseshopping/need mortgageadvicerecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask cx howthey plan tomake their2020 RSPcontributionask businesscustomer iftheypersonallybank with TDWhat elsecan TD dofor yourbusinessHealth carereferral /printoutDr,Dentist,ChiroRole playwith MCEreferral towealthconversationrole play withMCEmortgagereferralconversationask cx whenthe last timewas that theymet with afinancialadvisorask DIcustomerhow their lasttrade wentprivatebankingconversationprint HBportfolio androle-playconvo withMCEask cx if theyare planningto purchaseany propertythis summer

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.


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