(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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recommend a cx who has no investments with us to sit with Advisor for second opinion
role play with MCE mortgage referral conversation
have estate planning conversation
High Balance FP Conversation
Role play with MCE referral to wealth conversation
ask a high balance cx what strategy they have in place to pass along their wealth
ask cx about their financial goals
ask business customer if they personally bank with TD
ask cx how they plan to make their 2020 RSP contribution
ask cx when the last time was that they met with a financial advisor
ask cx if they are planning to purchase any property this summer
ask business cx if their credit needs are being met
when was the last time you reviewed your financial plan
What else can TD do for your business
ask OFI mortgage cx when their mortgage is up for renewal
talk to customer about their retirement goals
ask DI customer how their last trade went
ask cx if they are house shopping/ need mortgage advice
Health care referral /printout Dr,Dentist,Chiro
offer to refer commercial client to private banking
private banking conversation
print HB portfolio and role-play convo with MCE
ask High Balance DI account if they want a second opinion
