Share/listen to anElf on theShelf storyAsk "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYSign acustomerup for E-DeliverySign a linefrom yourleast favoriteChristmassongShare aNew Yearsresolutionsuccessfind out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDTell someoneyour favoriteholiday movieSomeonementions"Festivus"Ask whatcan Fidelitybe doingfor themBring upour turbotax offerBring upyear endguidanceconversationSend a"thankyou" noteto a peerBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsMention taxlossharvesting toa customerTalk to acustomerfrom CATell acustomer"HappyHolidays"Share/listen to anElf on theShelf storyAsk "How dowe compareto your otherbrokeragefirms?"Change anaddress andask whythey movedTell acustomer"HappyHolidays"Share a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYSign acustomerup for E-DeliverySign a linefrom yourleast favoriteChristmassongShare aNew Yearsresolutionsuccessfind out acustomersfavoriteholidaytraditionTell someoneyour favoriteHolidayTraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDTell someoneyour favoriteholiday movieSomeonementions"Festivus"Ask whatcan Fidelitybe doingfor themBring upour turbotax offerBring upyear endguidanceconversationSend a"thankyou" noteto a peerBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsMention taxlossharvesting toa customerTalk to acustomerfrom CATell acustomer"HappyHolidays"

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