RMescalationfor non-service issueAdvisorasks forexceptiondue to ageColleenDM or“HELP”3 RMEscalations3x arguedanswer inteamschatSpeak tosameadvisor 3xin one day“X said theywould callme backand didn’t”3xinappropriateor awkwardteams chatgoing ignoredTLIignoredfor 15minutes5xpaperworksubmittedincorrectlyReceive a callreferencingincorrectinformation fromany namedassociate>20 coderedsfrom Eric3 calls fromadvisor onthe wrongtier3x asked totake arandom callfrom anotherCMAdvisorupset aboutprocessingtimes10x ICPquestions10@everyonesfrom Joanna5 FartherFinancecallsAny RyanKirkemailAny dayCSLends <30Advisor notunderstandingAMACall fromretail endclientAllhandsdayJakeshows uplate fourtimesRMescalationfor non-service issueAdvisorasks forexceptiondue to ageColleenDM or“HELP”3 RMEscalations3x arguedanswer inteamschatSpeak tosameadvisor 3xin one day“X said theywould callme backand didn’t”3xinappropriateor awkwardteams chatgoing ignoredTLIignoredfor 15minutes5xpaperworksubmittedincorrectlyReceive a callreferencingincorrectinformation fromany namedassociate>20 coderedsfrom Eric3 calls fromadvisor onthe wrongtier3x asked totake arandom callfrom anotherCMAdvisorupset aboutprocessingtimes10x ICPquestions10@everyonesfrom Joanna5 FartherFinancecallsAny RyanKirkemailAny dayCSLends <30Advisor notunderstandingAMACall fromretail endclientAllhandsdayJakeshows uplate fourtimes

Fidelity Bingo 6/17-6/21 - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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
N
2
O
3
I
4
B
5
G
6
N
7
I
8
O
9
G
10
G
11
O
12
G
13
I
14
B
15
O
16
N
17
B
18
B
19
I
20
N
21
B
22
O
23
G
24
I
  1. N-RM escalation for non-service issue
  2. O-Advisor asks for exception due to age
  3. I-Colleen DM or “HELP”
  4. B-3 RM Escalations
  5. G-3x argued answer in teams chat
  6. N-Speak to same advisor 3x in one day
  7. I-“X said they would call me back and didn’t”
  8. O-3x inappropriate or awkward teams chat going ignored
  9. G-TLI ignored for 15 minutes
  10. G-5x paperwork submitted incorrectly
  11. O-Receive a call referencing incorrect information from any named associate
  12. G->20 code reds from Eric
  13. I-3 calls from advisor on the wrong tier
  14. B-3x asked to take a random call from another CM
  15. O-Advisor upset about processing times
  16. N-10x ICP questions
  17. B-10 @everyones from Joanna
  18. B-5 Farther Finance calls
  19. I-Any Ryan Kirk email
  20. N-Any day CSL ends <30
  21. B-Advisor not understanding AMA
  22. O-Call from retail end client
  23. G-All hands day
  24. I-Jake shows up late four times