Share aNew YearsresolutionsuccessShare afunny holidaystory aboutyour in-lawsSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"find out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDShow acustomerFid.comTaxCenterSomeonementions"Festivus"Tell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerBring up"time torebalance"with acustomerShare/listen to anElf on theShelf storyTalk to acustomerfrom CABring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comShare aholidayfood horrorstoryMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withHelp acustomermake acharitablecontributionAsk whatFidelity canbe doingfor themTalk to acustomerfrom NYTalk with acustomerabout our"Zero"offeringsChange anaddress andask whythey movedBring uptheirAnnualRMDPurchasedyour ownpresentthis yearSign acustomerup for E-DeliverySend anarticle fromFid.com toa customerBring upyear endguidanceconversationQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Use theword"Twas" ona callCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"Share aNew YearsresolutionsuccessShare afunny holidaystory aboutyour in-lawsSing a linefrom yourleast favoriteChristmassongTell acustomer"HappyHolidays"find out acustomersfavoriteholidaytraditionBring uptheirAnnualRMDShow acustomerFid.comTaxCenterSomeonementions"Festivus"Tell someoneyour favoriteHolidayTraditionSend a"thankyou" noteto a peerBring up"time torebalance"with acustomerShare/listen to anElf on theShelf storyTalk to acustomerfrom CABring up atool fromATP as a"Plus One"Show acustomer ourTaxResourcesfrom Fid.comShare aholidayfood horrorstoryMention taxlossharvesting toa customerShare a NewYearsresolutionthat youfailed withHelp acustomermake acharitablecontributionAsk whatFidelity canbe doingfor themTalk to acustomerfrom NYTalk with acustomerabout our"Zero"offeringsChange anaddress andask whythey movedBring uptheirAnnualRMDPurchasedyour ownpresentthis yearSign acustomerup for E-DeliverySend anarticle fromFid.com toa customerBring upyear endguidanceconversationQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isTell acustomer"HappyHolidays"Use theword"Twas" ona callCheckRedbrickHealth foryour discountpointsAsk "How dowe compareto your otherbrokeragefirms?"

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