(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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Explain how margin works
A client says "I didn't know that Schwab bought TD Ameritrade"
Help a client place a trade on their own
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
Reset a user ID
Show a client how to set up FTA/LTA
Restate the client's need in your reassuring statement
Thank a client for being part of TD Ameritrade
Show a client how to use the Schwab Website
Ask a client how their day is going
Give a client their account balances
Client calls in only for quotes
Client calls in about the debt ceiling limit
Show a client the Client Information Hub (Welcome.schwab.com)
Thank a client for being a part of Charles Schwab
Reference a "Hot Topics" guide during a call
Place a trade for a client
Headline with a client how easy the transition process is
Reset a password
Include the phrase "My pleasure" in your reassuring statement
