Bring upour turbotax offerBring upyear endguidanceconversationSign a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storySign acustomerup for E-DeliveryQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk whatcan Fidelitybe doingfor themTalk to acustomerfrom CATell someoneyour favoriteholiday movieBring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Someonementions"Festivus"Tell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessSend a"thankyou" noteto a peerChange anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NYBring upour turbotax offerBring upyear endguidanceconversationSign a linefrom yourleast favoriteChristmassongShare/listen to anElf on theShelf storySign acustomerup for E-DeliveryQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk whatcan Fidelitybe doingfor themTalk to acustomerfrom CATell someoneyour favoriteholiday movieBring uptheirAnnualRMDShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDMention taxlossharvesting toa customerfind out acustomersfavoriteholidaytraditionTell acustomer"HappyHolidays"Someonementions"Festivus"Tell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessSend a"thankyou" noteto a peerChange anaddress andask whythey movedCheckRedbrickHealth foryour discountpointsTell acustomer"HappyHolidays"Ask "How dowe compareto your otherbrokeragefirms?"Talk to acustomerfrom NY

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