UsedAVSSet aPortfolioReviewBuiltrapportwith clientreferencedclientcommitmentUsed theterm"roadmap"Reverseda FeeMailed aclientstatementUsedORCfor helpuncoveredadditionalclientneedScheduledanappointmentWalkedclientthroughTODAskedsomeonenear mefor helpWalkedclientthroughCRASent acheck toa clientTold clientRMDamountSent clientchecks ordepositslipsIdentifiedPCET/RF/PRF acctand xferdLocatedRMD forclientReset aPasswordTransferedfunds for aclientChangedanAddressAssistedwithOnlineAccessLocatedavailablecash inaccountUsedSiebel to findFSA handlingacctUsedAVSSet aPortfolioReviewBuiltrapportwith clientreferencedclientcommitmentUsed theterm"roadmap"Reverseda FeeMailed aclientstatementUsedORCfor helpuncoveredadditionalclientneedScheduledanappointmentWalkedclientthroughTODAskedsomeonenear mefor helpWalkedclientthroughCRASent acheck toa clientTold clientRMDamountSent clientchecks ordepositslipsIdentifiedPCET/RF/PRF acctand xferdLocatedRMD forclientReset aPasswordTransferedfunds for aclientChangedanAddressAssistedwithOnlineAccessLocatedavailablecash inaccountUsedSiebel to findFSA handlingacct

NESTING 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. Used AVS
  2. Set a Portfolio Review
  3. Built rapport with client
  4. referenced client commitment
  5. Used the term "roadmap"
  6. Reversed a Fee
  7. Mailed a client statement
  8. Used ORC for help
  9. uncovered additional client need
  10. Scheduled an appointment
  11. Walked client through TOD
  12. Asked someone near me for help
  13. Walked client through CRA
  14. Sent a check to a client
  15. Told client RMD amount
  16. Sent client checks or deposit slips
  17. Identified PCET/RF/ PRF acct and xferd
  18. Located RMD for client
  19. Reset a Password
  20. Transfered funds for a client
  21. Changed an Address
  22. Assisted with Online Access
  23. Located available cash in account
  24. Used Siebel to find FSA handling acct