Ask "How dowe compareto your otherbrokeragefirms?"Ask whatFidelity canbe doingfor themSend anarticle fromFid.com toa customerSign acustomerup for E-DeliveryBring up"time torebalance"with acustomerBring uptheirAnnualRMDMention taxlossharvesting toa customerTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Talk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationChange anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShow acustomer ourTaxResourcesfrom Fid.comSomeonementions"Festivus"Tell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring up atool fromATP as a"Plus One"Talk to acustomerfrom NYShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDUse theword"Twas" ona callShare aholidayfood horrorstoryPurchasedyour ownpresentthis yearShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterSend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessHelp acustomermake acharitablecontributionAsk "How dowe compareto your otherbrokeragefirms?"Ask whatFidelity canbe doingfor themSend anarticle fromFid.com toa customerSign acustomerup for E-DeliveryBring up"time torebalance"with acustomerBring uptheirAnnualRMDMention taxlossharvesting toa customerTalk with acustomerabout our"Zero"offeringsSing a linefrom yourleast favoriteChristmassongShare a NewYearsresolutionthat youfailed withTell acustomer"HappyHolidays"Talk to acustomerfrom CAfind out acustomersfavoriteholidaytraditionQuote yourfavorite holidaymovie untilsomebodyfigures out whatit isBring upyear endguidanceconversationChange anaddress andask whythey movedTell someoneyour favoriteHolidayTraditionShow acustomer ourTaxResourcesfrom Fid.comSomeonementions"Festivus"Tell acustomer"HappyHolidays"CheckRedbrickHealth foryour discountpointsBring up atool fromATP as a"Plus One"Talk to acustomerfrom NYShare afunny holidaystory aboutyour in-lawsBring uptheirAnnualRMDUse theword"Twas" ona callShare aholidayfood horrorstoryPurchasedyour ownpresentthis yearShare/listen to anElf on theShelf storyShow acustomerFid.comTaxCenterSend a"thankyou" noteto a peerShare aNew YearsresolutionsuccessHelp acustomermake acharitablecontribution

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
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
  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