Wealth Appt. Update a business member review Find someone who is looking to retire within 2 years Wealth Appt. Update a business member review Enter a savings/ certificate referral Enter a checking referral Balance 5 days in a row Update 5 member reviews Find someone who also banks at M&T Bank Close a lead Meet with buddy Close 3 leads Put on a business lead Find a savings over $50,000 with a beneficiary Find someone who works for Liberty Pumps Enter a Loan referral Find someone who is saving for a house Put on a business lead Balance 3 days in a row Update 5 financial goals Update financial goals Enter a loan referral Create business prospect list - min. 5 Wealth Appt. Update a business member review Find someone who is looking to retire within 2 years Wealth Appt. Update a business member review Enter a savings/ certificate referral Enter a checking referral Balance 5 days in a row Update 5 member reviews Find someone who also banks at M&T Bank Close a lead Meet with buddy Close 3 leads Put on a business lead Find a savings over $50,000 with a beneficiary Find someone who works for Liberty Pumps Enter a Loan referral Find someone who is saving for a house Put on a business lead Balance 3 days in a row Update 5 financial goals Update financial goals Enter a loan referral Create business prospect list - min. 5
(Print) Use this randomly generated list as your call list when playing the game. 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.
B-Wealth Appt.
I-Update a business member review
N-Find someone who is looking to retire within 2 years
O-Wealth Appt.
N-Update a business member review
G-Enter a savings/
certificate referral
B-Enter a checking referral
B-Balance 5 days in a row
N-Update 5 member reviews
I-Find someone who also banks at M&T Bank
O-Close a lead
G-Meet with buddy
I-Close 3 leads
G-Put on a business lead
I-Find a savings over $50,000 with a beneficiary
G-Find someone who works for Liberty Pumps
O-Enter a Loan referral
O-Find someone who is saving for a house
B-Put on a business lead
O-Balance 3 days in a row
B-Update 5 financial goals
G-Update financial goals
I-Enter a loan referral
N-Create business prospect list - min. 5