ColleenDM or“HELP”Receive a callreferencingincorrectinformation fromany namedassociate10x ICPquestions5 FartherFinancecallsAny RyanKirkemail>20 coderedsfrom Eric3xinappropriateor awkwardteams chatgoing ignored3 calls fromadvisor onthe wrongtierAny dayCSLends <303x asked totake arandom callfrom anotherCMAdvisorasks forexceptiondue to age3x arguedanswer inteamschat“X said theywould callme backand didn’t”RMescalationfor non-service issueAllhandsdayAdvisorupset aboutprocessingtimes10@everyonesfrom JoannaSpeak tosameadvisor 3xin one dayAdvisor notunderstandingAMATLIignoredfor 15minutesCall fromretail endclient3 RMEscalations5xpaperworksubmittedincorrectlyJakeshows uplate fourtimesColleenDM or“HELP”Receive a callreferencingincorrectinformation fromany namedassociate10x ICPquestions5 FartherFinancecallsAny RyanKirkemail>20 coderedsfrom Eric3xinappropriateor awkwardteams chatgoing ignored3 calls fromadvisor onthe wrongtierAny dayCSLends <303x asked totake arandom callfrom anotherCMAdvisorasks forexceptiondue to age3x arguedanswer inteamschat“X said theywould callme backand didn’t”RMescalationfor non-service issueAllhandsdayAdvisorupset aboutprocessingtimes10@everyonesfrom JoannaSpeak tosameadvisor 3xin one dayAdvisor notunderstandingAMATLIignoredfor 15minutesCall fromretail endclient3 RMEscalations5xpaperworksubmittedincorrectlyJakeshows 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
I
2
O
3
N
4
B
5
I
6
G
7
O
8
I
9
N
10
B
11
O
12
G
13
I
14
N
15
G
16
O
17
B
18
N
19
B
20
G
21
O
22
B
23
G
24
I
  1. I-Colleen DM or “HELP”
  2. O-Receive a call referencing incorrect information from any named associate
  3. N-10x ICP questions
  4. B-5 Farther Finance calls
  5. I-Any Ryan Kirk email
  6. G->20 code reds from Eric
  7. O-3x inappropriate or awkward teams chat going ignored
  8. I-3 calls from advisor on the wrong tier
  9. N-Any day CSL ends <30
  10. B-3x asked to take a random call from another CM
  11. O-Advisor asks for exception due to age
  12. G-3x argued answer in teams chat
  13. I-“X said they would call me back and didn’t”
  14. N-RM escalation for non-service issue
  15. G-All hands day
  16. O-Advisor upset about processing times
  17. B-10 @everyones from Joanna
  18. N-Speak to same advisor 3x in one day
  19. B-Advisor not understanding AMA
  20. G-TLI ignored for 15 minutes
  21. O-Call from retail end client
  22. B-3 RM Escalations
  23. G-5x paperwork submitted incorrectly
  24. I-Jake shows up late four times