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