Bring upyear endguidanceconversationTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerAsk "How dowe compareto your otherbrokeragefirms?"Show acustomer ourTaxResourcesfrom Fid.comTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessTalk with acustomerabout our"Zero"offeringsTalk to acustomerfrom CABring up atool fromATP as a"Plus One"Share afunny holidaystory aboutyour in-lawsUse theword"Twas" ona callHelp acustomermake acharitablecontributionPurchasedyour ownpresentthis yearBring uptheirAnnualRMDShare aholidayfood horrorstoryShare a NewYearsresolutionthat youfailed withSend anarticle fromFid.com toa customerSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Change anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isfind out acustomersfavoriteholidaytraditionSomeonementions"Festivus"Show acustomerFid.comTaxCenterShare/listen to anElf on theShelf storySign acustomerup for E-DeliveryBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsAsk whatFidelity canbe doingfor themSing a linefrom yourleast favoriteChristmassongMention taxlossharvesting toa customerTalk to acustomerfrom NYBring upyear endguidanceconversationTell acustomer"HappyHolidays"Bring up"time torebalance"with acustomerAsk "How dowe compareto your otherbrokeragefirms?"Show acustomer ourTaxResourcesfrom Fid.comTell someoneyour favoriteHolidayTraditionShare aNew YearsresolutionsuccessTalk with acustomerabout our"Zero"offeringsTalk to acustomerfrom CABring up atool fromATP as a"Plus One"Share afunny holidaystory aboutyour in-lawsUse theword"Twas" ona callHelp acustomermake acharitablecontributionPurchasedyour ownpresentthis yearBring uptheirAnnualRMDShare aholidayfood horrorstoryShare a NewYearsresolutionthat youfailed withSend anarticle fromFid.com toa customerSend a"thankyou" noteto a peerTell acustomer"HappyHolidays"Change anaddress andask whythey movedQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isfind out acustomersfavoriteholidaytraditionSomeonementions"Festivus"Show acustomerFid.comTaxCenterShare/listen to anElf on theShelf storySign acustomerup for E-DeliveryBring uptheirAnnualRMDCheckRedbrickHealth foryour discountpointsAsk whatFidelity canbe doingfor themSing a linefrom yourleast favoriteChristmassongMention taxlossharvesting toa customerTalk 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 year end guidance conversation
  2. Tell a customer "Happy Holidays"
  3. Bring up "time to rebalance" with a customer
  4. Ask "How do we compare to your other brokerage firms?"
  5. Show a customer our Tax Resources from Fid.com
  6. Tell someone your favorite Holiday Tradition
  7. Share a New Years resolution success
  8. Talk with a customer about our "Zero" offerings
  9. Talk to a customer from CA
  10. Bring up a tool from ATP as a "Plus One"
  11. Share a funny holiday story about your in-laws
  12. Use the word "Twas" on a call
  13. Help a customer make a charitable contribution
  14. Purchased your own present this year
  15. Bring up their Annual RMD
  16. Share a holiday food horror story
  17. Share a New Years resolution that you failed with
  18. Send an article from Fid.com to a customer
  19. Send a "thank you" note to a peer
  20. Tell a customer "Happy Holidays"
  21. Change an address and ask why they moved
  22. Quote your favorite holiday movie until somebody figures out what it is
  23. find out a customers favorite holiday tradition
  24. Someone mentions "Festivus"
  25. Show a customer Fid.com Tax Center
  26. Share/ listen to an Elf on the Shelf story
  27. Sign a customer up for E-Delivery
  28. Bring up their Annual RMD
  29. Check Redbrick Health for your discount points
  30. Ask what Fidelity can be doing for them
  31. Sing a line from your least favorite Christmas song
  32. Mention tax loss harvesting to a customer
  33. Talk to a customer from NY