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