Tell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerPurchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYBring uptheirAnnualRMDMention taxlossharvesting toa customerTalk with acustomer ourour "Zero"offeringsAsk whatcan Fidelitybe doingfor themTell acustomer"HappyHolidays"Talk to acustomerfrom CAHelp acustomermake acharitablecontributionShow acustomerFid.comTaxCenterCheckRedbrickHealth foryour discountpointsSign acustomerup for E-DeliveryChange anaddress andask whythey movedUse theword"Twas" ona callTell someoneyour favoriteholiday movieBring upyear endguidanceconversationSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-lawsTell someoneyour favoriteHolidayTraditionTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerPurchasedyour ownpresentthis yearAsk "How dowe compareto your otherbrokeragefirms?"Share/listen to anElf on theShelf storyQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTalk to acustomerfrom NYBring uptheirAnnualRMDMention taxlossharvesting toa customerTalk with acustomer ourour "Zero"offeringsAsk whatcan Fidelitybe doingfor themTell acustomer"HappyHolidays"Talk to acustomerfrom CAHelp acustomermake acharitablecontributionShow acustomerFid.comTaxCenterCheckRedbrickHealth foryour discountpointsSign acustomerup for E-DeliveryChange anaddress andask whythey movedUse theword"Twas" ona callTell someoneyour favoriteholiday movieBring upyear endguidanceconversationSomeonementions"Festivus"find out acustomersfavoriteholidaytraditionShare aNew YearsresolutionsuccessSing a linefrom yourleast favoriteChristmassongSend a"thankyou" noteto a peerShare a NewYearsresolutionthat youfailed withBring uptheirAnnualRMDBring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comSend anarticle fromFid.com toa customerShare afunny holidaystory aboutyour in-laws

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. Tell someone your favorite Holiday Tradition
  2. Tell a customer "Happy Holidays"
  3. Bring up "time to rebalance" with a customer
  4. Purchased your own present this year
  5. Ask "How do we compare to your other brokerage firms?"
  6. Share/ listen to an Elf on the Shelf story
  7. Quote your favorite holiday movie until somebody figures out what it is
  8. Talk to a customer from NY
  9. Bring up their Annual RMD
  10. Mention tax loss harvesting to a customer
  11. Talk with a customer our our "Zero" offerings
  12. Ask what can Fidelity be doing for them
  13. Tell a customer "Happy Holidays"
  14. Talk to a customer from CA
  15. Help a customer make a charitable contribution
  16. Show a customer Fid.com Tax Center
  17. Check Redbrick Health for your discount points
  18. Sign a customer up for E-Delivery
  19. Change an address and ask why they moved
  20. Use the word "Twas" on a call
  21. Tell someone your favorite holiday movie
  22. Bring up year end guidance conversation
  23. Someone mentions "Festivus"
  24. find out a customers favorite holiday tradition
  25. Share a New Years resolution success
  26. Sing a line from your least favorite Christmas song
  27. Send a "thank you" note to a peer
  28. Share a New Years resolution that you failed with
  29. Bring up their Annual RMD
  30. Bring up a tool from ATP as a "Plus One"
  31. Show a customer our Tax Resources from Fid.com
  32. Send an article from Fid.com to a customer
  33. Share a funny holiday story about your in-laws