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