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