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