(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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Bring up "time to rebalance" with a customer
Mention tax loss harvesting to a customer
Share a New Years resolution that you failed with
Ask what can Fidelity be doing for them
Sign a customer up for E-Delivery
Sing a line from your least favorite Christmas song
Tell someone your favorite holiday movie
Talk to a customer from NY
Share a New Years resolution success
Bring up their Annual RMD
Talk to a customer from CA
Change an address and ask why they moved
Talk with a customer our our "Zero" offerings
Bring up year end guidance conversation
find out a customers favorite holiday tradition
Show a customer our Tax Resources from Fid.com
Send an article from Fid.com to a customer
Share/ listen to an Elf on the Shelf story
Bring up a tool from ATP as a "Plus One"
Help a customer make a charitable contribution
Check Redbrick Health for your discount points
Tell someone your favorite Holiday Tradition
Purchased your own present this year
Share a funny holiday story about your in-laws
Someone mentions "Festivus"
Show a customer Fid.com Tax Center
Tell a customer "Happy Holidays"
Send a "thank you" note to a peer
Ask "How do we compare to your other brokerage firms?"
Bring up their Annual RMD
Quote your favorite holiday movie until somebody figures out what it is