Ask "How dowe compareto your otherbrokeragefirms?"Bring upour turbotax offerBring uptheirAnnualRMDBring upyear endguidanceconversationChange anaddress andask whythey movedTalk to acustomerfrom CASign a linefrom yourleast favoriteChristmassongSomeonementions"Festivus"Share aNew YearsresolutionsuccessShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDTalk to acustomerfrom NYSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryAsk whatcan Fidelitybe doingfor themTell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteholiday movieAsk "How dowe compareto your otherbrokeragefirms?"Bring upour turbotax offerBring uptheirAnnualRMDBring upyear endguidanceconversationChange anaddress andask whythey movedTalk to acustomerfrom CASign a linefrom yourleast favoriteChristmassongSomeonementions"Festivus"Share aNew YearsresolutionsuccessShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDTalk to acustomerfrom NYSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Sign acustomerup for E-DeliveryAsk whatcan Fidelitybe doingfor themTell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionCheckRedbrickHealth foryour discountpointsTell someoneyour favoriteholiday movie

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.


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