Change anaddress andask whythey movedSomeonementions"Festivus"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare aNew YearsresolutionsuccessBring uptheirAnnualRMDTalk to acustomerfrom NYBring upyear endguidanceconversationSend a"thankyou" noteto a peerSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyTell someoneyour favoriteholiday movieTell acustomer"HappyHolidays"find out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionBring upour turbotax offerCheckRedbrickHealth foryour discountpointsMention taxlossharvesting toa customerTell acustomer"HappyHolidays"Bring uptheirAnnualRMDAsk "How dowe compareto your otherbrokeragefirms?"Share a NewYearsresolutionthat youfailed withTalk to acustomerfrom CASign a linefrom yourleast favoriteChristmassongAsk whatcan Fidelitybe doingfor themChange anaddress andask whythey movedSomeonementions"Festivus"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isShare aNew YearsresolutionsuccessBring uptheirAnnualRMDTalk to acustomerfrom NYBring upyear endguidanceconversationSend a"thankyou" noteto a peerSign acustomerup for E-DeliveryShare/listen to anElf on theShelf storyTell someoneyour favoriteholiday movieTell acustomer"HappyHolidays"find out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionBring upour turbotax offerCheckRedbrickHealth foryour discountpointsMention taxlossharvesting toa customerTell acustomer"HappyHolidays"Bring uptheirAnnualRMDAsk "How dowe compareto your otherbrokeragefirms?"Share a NewYearsresolutionthat youfailed withTalk to acustomerfrom CASign a linefrom yourleast favoriteChristmassongAsk whatcan Fidelitybe doingfor them

Holiday Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Change an address and ask why they moved
  2. Someone mentions "Festivus"
  3. Quote your favorite holiday movie until somebody figures out what it is
  4. Share a New Years resolution success
  5. Bring up their Annual RMD
  6. Talk to a customer from NY
  7. Bring up year end guidance conversation
  8. Send a "thank you" note to a peer
  9. Sign a customer up for E-Delivery
  10. Share/ listen to an Elf on the Shelf story
  11. Tell someone your favorite holiday movie
  12. Tell a customer "Happy Holidays"
  13. find out a customers favorite holiday tradition
  14. Tell someone your favorite Holiday Tradition
  15. Bring up our turbo tax offer
  16. Check Redbrick Health for your discount points
  17. Mention tax loss harvesting to a customer
  18. Tell a customer "Happy Holidays"
  19. Bring up their Annual RMD
  20. Ask "How do we compare to your other brokerage firms?"
  21. Share a New Years resolution that you failed with
  22. Talk to a customer from CA
  23. Sign a line from your least favorite Christmas song
  24. Ask what can Fidelity be doing for them