This bingo card has a free space and 24 words: Tell a customer "Happy Holidays", Mention tax loss harvesting to a customer, Bring up our turbo tax offer, Tell someone your favorite holiday movie, Change an address and ask why they moved, find out a customers favorite holiday tradition, Share a New Years resolution success, Tell someone your favorite Holiday Tradition, Share a New Years resolution that you failed with, Sign a line from your least favorite Christmas song, Someone mentions "Festivus", Bring up their Annual RMD, Share/ listen to an Elf on the Shelf story, Sign a customer up for E-Delivery, Quote your favorite holiday movie until somebody figures out what it is, Check Redbrick Health for your discount points, Bring up their Annual RMD, Bring up year end guidance conversation, Talk to a customer from NY, Talk to a customer from CA, Ask what can Fidelity be doing for them, Tell a customer "Happy Holidays", Ask "How do we compare to your other brokerage firms?" and Send a "thank you" note to a peer.
⚠ This card has duplicate items: Tell a customer "Happy Holidays" (2), Bring up their Annual RMD (2)
Holiday Bingo | Holiday Bingo | Samhain Bingo | Customer Connection | Customer Connection
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