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