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