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