What elsecan TD dofor yourbusinesstalk tocustomerabout theirretirementgoalsask cx if theyare houseshopping/need mortgageadvicehave estateplanningconversationask cx if theyare planningto purchaseany propertythis summerask cx howthey plan tomake their2020 RSPcontributionask cxabout theirfinancialgoalsask a highbalance cx whatstrategy they havein place to passalong their wealthrole play withMCEmortgagereferralconversationrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscx if theircredit needsare being metHigh BalanceFPConversationask OFImortgage cxwhen theirmortgage isup for renewalask DIcustomerhow their lasttrade wentwhen was thelast time youreviewed yourfinancial planHealth carereferral /printoutDr,Dentist,Chiroprint HBportfolio androle-playconvo withMCEask businesscustomer iftheypersonallybank with TDask HighBalance DIaccount if theywant a secondopinionask cx whenthe last timewas that theymet with afinancialadvisorprivatebankingconversationadvice onSB creditcardcampaignRole playwith MCEreferral towealthconversationoffer to refercommercialclient toprivatebankingWhat elsecan TD dofor yourbusinesstalk tocustomerabout theirretirementgoalsask cx if theyare houseshopping/need mortgageadvicehave estateplanningconversationask cx if theyare planningto purchaseany propertythis summerask cx howthey plan tomake their2020 RSPcontributionask cxabout theirfinancialgoalsask a highbalance cx whatstrategy they havein place to passalong their wealthrole play withMCEmortgagereferralconversationrecommend acx who has noinvestmentswith us to sitwith Advisor forsecond opinionask businesscx if theircredit needsare being metHigh BalanceFPConversationask OFImortgage cxwhen theirmortgage isup for renewalask DIcustomerhow their lasttrade wentwhen was thelast time youreviewed yourfinancial planHealth carereferral /printoutDr,Dentist,Chiroprint HBportfolio androle-playconvo withMCEask businesscustomer iftheypersonallybank with TDask HighBalance DIaccount if theywant a secondopinionask cx whenthe last timewas that theymet with afinancialadvisorprivatebankingconversationadvice onSB creditcardcampaignRole playwith MCEreferral towealthconversationoffer 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. What else can TD do for your business
  2. talk to customer about their retirement goals
  3. ask cx if they are house shopping/ need mortgage advice
  4. have estate planning conversation
  5. ask cx if they are planning to purchase any property this summer
  6. ask cx how they plan to make their 2020 RSP contribution
  7. ask cx about their financial goals
  8. ask a high balance cx what strategy they have in place to pass along their wealth
  9. role play with MCE mortgage referral conversation
  10. recommend a cx who has no investments with us to sit with Advisor for second opinion
  11. ask business cx if their credit needs are being met
  12. High Balance FP Conversation
  13. ask OFI mortgage cx when their mortgage is up for renewal
  14. ask DI customer how their last trade went
  15. when was the last time you reviewed your financial plan
  16. Health care referral /printout Dr,Dentist,Chiro
  17. print HB portfolio and role-play convo with MCE
  18. ask business customer if they personally bank with TD
  19. ask High Balance DI account if they want a second opinion
  20. ask cx when the last time was that they met with a financial advisor
  21. private banking conversation
  22. advice on SB credit card campaign
  23. Role play with MCE referral to wealth conversation
  24. offer to refer commercial client to private banking