High BalanceFPConversationask cx howthey plan tomake their2020 RSPcontributionask cx whenthe last timewas that theymet with afinancialadvisorask HighBalance DIaccount if theywant a secondopinionrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscx if theircredit needsare being metask cxabout theirfinancialgoalsadvice onSB creditcardcampaignask cx if theyare houseshopping/need mortgageadviceask OFImortgage cxwhen theirmortgage isup for renewalprint HBportfolio androle-playconvo withMCEprivatebankingconversationWhat elsecan TD dofor yourbusinessask businesscustomer iftheypersonallybank with TDwhen was thelast time youreviewed yourfinancial planHealth carereferral /printoutDr,Dentist,ChiroRole playwith MCEreferral towealthconversationhave estateplanningconversationask cx if theyare planningto purchaseany propertythis summerask DIcustomerhow their lasttrade wentrole play withMCEmortgagereferralconversationask a highbalance cx whatstrategy they havein place to passalong their wealthtalk tocustomerabout theirretirementgoalsoffer to refercommercialclient toprivatebankingHigh BalanceFPConversationask cx howthey plan tomake their2020 RSPcontributionask cx whenthe last timewas that theymet with afinancialadvisorask HighBalance DIaccount if theywant a secondopinionrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscx if theircredit needsare being metask cxabout theirfinancialgoalsadvice onSB creditcardcampaignask cx if theyare houseshopping/need mortgageadviceask OFImortgage cxwhen theirmortgage isup for renewalprint HBportfolio androle-playconvo withMCEprivatebankingconversationWhat elsecan TD dofor yourbusinessask businesscustomer iftheypersonallybank with TDwhen was thelast time youreviewed yourfinancial planHealth carereferral /printoutDr,Dentist,ChiroRole playwith MCEreferral towealthconversationhave estateplanningconversationask cx if theyare planningto purchaseany propertythis summerask DIcustomerhow their lasttrade wentrole play withMCEmortgagereferralconversationask a highbalance cx whatstrategy they havein place to passalong their wealthtalk tocustomerabout theirretirementgoalsoffer to refercommercialclient toprivatebanking

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