Mention taxlossharvesting toa customerTell someoneyour favoriteholiday movieCheckRedbrickHealth foryour discountpointsSomeonementions"Festivus"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Bring uptheirAnnualRMDShare aNew YearsresolutionsuccessSign a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDChange anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom NYSend a"thankyou" noteto a peerAsk whatcan Fidelitybe doingfor themBring upour turbotax offerBring upyear endguidanceconversationTalk to acustomerfrom CAMention taxlossharvesting toa customerTell someoneyour favoriteholiday movieCheckRedbrickHealth foryour discountpointsSomeonementions"Festivus"Tell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyShare a NewYearsresolutionthat youfailed withfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Bring uptheirAnnualRMDShare aNew YearsresolutionsuccessSign a linefrom yourleast favoriteChristmassongBring uptheirAnnualRMDChange anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isSign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionTalk to acustomerfrom NYSend a"thankyou" noteto a peerAsk whatcan Fidelitybe doingfor themBring upour turbotax offerBring upyear endguidanceconversationTalk to acustomerfrom CA

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