Ask "How dowe compareto your otherbrokeragefirms?"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDSign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis yearTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Send anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callTalk to acustomerfrom CAShare aNew YearsresolutionsuccessSomeonementions"Festivus"Show acustomerFid.comTaxCenterTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieHelp acustomermake acharitablecontributionSing a linefrom yourleast favoriteChristmassongBring upyear endguidanceconversationAsk whatcan Fidelitybe doingfor themShare a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYBring up"time torebalance"with acustomerShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerChange anaddress andask whythey movedMention taxlossharvesting toa customerCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Quote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring uptheirAnnualRMDSign acustomerup for E-DeliveryTell someoneyour favoriteHolidayTraditionPurchasedyour ownpresentthis yearTell acustomer"HappyHolidays"Bring up atool fromATP as a"Plus One"Send anarticle fromFid.com toa customerfind out acustomersfavoriteholidaytraditionUse theword"Twas" ona callTalk to acustomerfrom CAShare aNew YearsresolutionsuccessSomeonementions"Festivus"Show acustomerFid.comTaxCenterTell acustomer"HappyHolidays"Tell someoneyour favoriteholiday movieHelp acustomermake acharitablecontributionSing a linefrom yourleast favoriteChristmassongBring upyear endguidanceconversationAsk whatcan Fidelitybe doingfor themShare a NewYearsresolutionthat youfailed withTalk to acustomerfrom NYBring up"time torebalance"with acustomerShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDShare/listen to anElf on theShelf storyShow acustomer ourTaxResourcesfrom Fid.comTalk with acustomer ourour "Zero"offeringsSend a"thankyou" noteto a peerChange anaddress andask whythey movedMention taxlossharvesting toa customerCheckRedbrickHealth foryour discountpoints

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