Ask "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedBring upyear endguidanceconversationTell someoneyour favoriteholiday moviefind out acustomersfavoriteholidaytraditionMention taxlossharvesting toa customerSend a"thankyou" noteto a peerTalk to acustomerfrom CAShare aNew YearsresolutionsuccessSign acustomerup for E-DeliveryBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storyBring uptheirAnnualRMDTell acustomer"HappyHolidays"Talk to acustomerfrom NYBring upour turbotax offerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Sign a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withAsk whatcan Fidelitybe doingfor themSomeonementions"Festivus"Ask "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedBring upyear endguidanceconversationTell someoneyour favoriteholiday moviefind out acustomersfavoriteholidaytraditionMention taxlossharvesting toa customerSend a"thankyou" noteto a peerTalk to acustomerfrom CAShare aNew YearsresolutionsuccessSign acustomerup for E-DeliveryBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionCheckRedbrickHealth foryour discountpointsShare/listen to anElf on theShelf storyBring uptheirAnnualRMDTell acustomer"HappyHolidays"Talk to acustomerfrom NYBring upour turbotax offerQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Sign a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withAsk whatcan Fidelitybe doingfor themSomeonementions"Festivus"

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