Holiday Bingo

Holiday Bingo Card

This bingo card has a free space and 33 words: Tell a customer "Happy Holidays", Share a funny holiday story about your in-laws, Mention tax loss harvesting to a customer, Show a customer our Tax Resources from, 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, Sing a line from your least favorite Christmas song, Someone mentions "Festivus", Purchased your own present this year, Bring up their Annual RMD, Share/ listen to an Elf on the Shelf story, Sign a customer up for E-Delivery, Use the word "Twas" on a call, Quote your favorite holiday movie until somebody figures out what it is, Bring up a tool from ATP as a "Plus One", Send an article from to a customer, Check Redbrick Health for your discount points, Bring up "time to rebalance" with a customer, Talk with a customer our our "Zero" offerings, 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?", Send a "thank you" note to a peer, Show a customer Tax Center and Help a customer make a charitable contribution.

⚠ This card has duplicate items: Tell a customer "Happy Holidays" (2), Bring up their Annual RMD (2)

More like this:

Holiday Bingo | Holiday Bingo | Youth Group Holiday Bingo | Scheduling Bingo | Partner Appreciation Bingo

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