(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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Give a client their account balances
Headline with a client how easy the transition process is
Show a client the Client Information Hub (Welcome.schwab.com)
Ask the client what else you can do for them
Show a client how to use the Schwab Website
Reference a "Hot Topics" guide during a call
Reset a password
Thank a client for being a part of Charles Schwab
Place a trade for a client
Use the phrase "I can definitely help you with…" in your reassuring statement
Client calls in only for quotes
Thank a client for being part of TD Ameritrade
Calm a client's worries about the transition
Repeat the client's name at least 3 times throughout the call
Client calls in about the debt ceiling limit
Show a client how to set up FTA/LTA
Ask a client how their day is going
Help a client create their Schwab credentials
Welcome a client to Schwab
Reset a user ID
Use the word "Easy" during the call
A client says "I didn't know that Schwab bought TD Ameritrade"
Explain how margin works
Restate the client's need in your reassuring statement
Ask a client how their Memorial Day weekend was
Include the phrase "My pleasure" in your reassuring statement
