High BalanceFPConversationask cx if theyare planningto purchaseany propertythis summerrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask OFImortgage cxwhen theirmortgage isup for renewalask businesscx if theircredit needsare being metask HighBalance DIaccount if theywant a secondopinionprivatebankingconversationrole play withMCEmortgagereferralconversationask cx whenthe last timewas that theymet with afinancialadvisorprint HBportfolio androle-playconvo withMCEask a highbalance cx whatstrategy they havein place to passalong their wealthask DIcustomerhow their lasttrade wentWhat elsecan TD dofor yourbusinessRole playwith MCEreferral towealthconversationHealth carereferral /printoutDr,Dentist,Chiroadvice onSB creditcardcampaigntalk tocustomerabout theirretirementgoalsask businesscustomer iftheypersonallybank with TDask cxabout theirfinancialgoalsask cx if theyare houseshopping/need mortgageadviceask cx howthey plan tomake their2020 RSPcontributionhave estateplanningconversationoffer to refercommercialclient toprivatebankingwhen was thelast time youreviewed yourfinancial planHigh BalanceFPConversationask cx if theyare planningto purchaseany propertythis summerrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask OFImortgage cxwhen theirmortgage isup for renewalask businesscx if theircredit needsare being metask HighBalance DIaccount if theywant a secondopinionprivatebankingconversationrole play withMCEmortgagereferralconversationask cx whenthe last timewas that theymet with afinancialadvisorprint HBportfolio androle-playconvo withMCEask a highbalance cx whatstrategy they havein place to passalong their wealthask DIcustomerhow their lasttrade wentWhat elsecan TD dofor yourbusinessRole playwith MCEreferral towealthconversationHealth carereferral /printoutDr,Dentist,Chiroadvice onSB creditcardcampaigntalk tocustomerabout theirretirementgoalsask businesscustomer iftheypersonallybank with TDask cxabout theirfinancialgoalsask cx if theyare houseshopping/need mortgageadviceask cx howthey plan tomake their2020 RSPcontributionhave estateplanningconversationoffer to refercommercialclient toprivatebankingwhen was thelast time youreviewed yourfinancial plan

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