Advisor notunderstandingAMAReceive a callreferencingincorrectinformation fromany namedassociateColleenDM or“HELP”Any dayCSLends <303 RMEscalations5xpaperworksubmittedincorrectly5 FartherFinancecallsAllhandsday>20 coderedsfrom EricTLIignoredfor 15minutesAdvisorasks forexceptiondue to age3x arguedanswer inteamschatJakeshows uplate fourtimesSpeak tosameadvisor 3xin one dayCall fromretail endclientAdvisorupset aboutprocessingtimes3x asked totake arandom callfrom anotherCM3xinappropriateor awkwardteams chatgoing ignored3 calls fromadvisor onthe wrongtierAny RyanKirkemail10@everyonesfrom Joanna“X said theywould callme backand didn’t”10x ICPquestionsRMescalationfor non-service issueAdvisor notunderstandingAMAReceive a callreferencingincorrectinformation fromany namedassociateColleenDM or“HELP”Any dayCSLends <303 RMEscalations5xpaperworksubmittedincorrectly5 FartherFinancecallsAllhandsday>20 coderedsfrom EricTLIignoredfor 15minutesAdvisorasks forexceptiondue to age3x arguedanswer inteamschatJakeshows uplate fourtimesSpeak tosameadvisor 3xin one dayCall fromretail endclientAdvisorupset aboutprocessingtimes3x asked totake arandom callfrom anotherCM3xinappropriateor awkwardteams chatgoing ignored3 calls fromadvisor onthe wrongtierAny RyanKirkemail10@everyonesfrom Joanna“X said theywould callme backand didn’t”10x ICPquestionsRMescalationfor non-service issue

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