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.

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