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