find out acustomersfavoriteholidaytraditionPurchasedyour ownpresentthis yearTalk to acustomerfrom NYHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsTell acustomer"HappyHolidays"Show acustomer ourTaxResourcesfrom Fid.comQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk "How dowe compareto your otherbrokeragefirms?"Send anarticle fromFid.com toa customerMention taxlossharvesting toa customerShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Talk to acustomerfrom CATell someoneyour favoriteholiday movieTell acustomer"HappyHolidays"Someonementions"Festivus"Share aNew YearsresolutionsuccessCheckRedbrickHealth foryour discountpointsSing a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerSend a"thankyou" noteto a peerSign acustomerup for E-DeliveryBring upyear endguidanceconversationUse theword"Twas" ona callBring uptheirAnnualRMDChange anaddress andask whythey movedfind out acustomersfavoriteholidaytraditionPurchasedyour ownpresentthis yearTalk to acustomerfrom NYHelp acustomermake acharitablecontributionTalk with acustomer ourour "Zero"offeringsTell acustomer"HappyHolidays"Show acustomer ourTaxResourcesfrom Fid.comQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isAsk "How dowe compareto your otherbrokeragefirms?"Send anarticle fromFid.com toa customerMention taxlossharvesting toa customerShare/listen to anElf on theShelf storyBring up atool fromATP as a"Plus One"Talk to acustomerfrom CATell someoneyour favoriteholiday movieTell acustomer"HappyHolidays"Someonementions"Festivus"Share aNew YearsresolutionsuccessCheckRedbrickHealth foryour discountpointsSing a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDTell someoneyour favoriteHolidayTraditionAsk whatcan Fidelitybe doingfor themShow acustomerFid.comTaxCenterBring up"time torebalance"with acustomerSend a"thankyou" noteto a peerSign acustomerup for E-DeliveryBring upyear endguidanceconversationUse theword"Twas" ona callBring uptheirAnnualRMDChange anaddress andask whythey moved

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