3xinappropriateor awkwardteams chatgoing ignoredRMescalationfor non-service issue10x ICPquestions“X said theywould callme backand didn’t”Advisorupset aboutprocessingtimesSpeak tosameadvisor 3xin one dayTLIignoredfor 15minutes5 FartherFinancecallsAny RyanKirkemailAdvisorasks forexceptiondue to age10@everyonesfrom Joanna5xpaperworksubmittedincorrectly3x asked totake arandom callfrom anotherCM3 calls fromadvisor onthe wrongtierReceive a callreferencingincorrectinformation fromany namedassociateCall fromretail endclientAdvisor notunderstandingAMAJakeshows uplate fourtimes3x arguedanswer inteamschat3 RMEscalations>20 coderedsfrom EricAny dayCSLends <30ColleenDM or“HELP”Allhandsday3xinappropriateor awkwardteams chatgoing ignoredRMescalationfor non-service issue10x ICPquestions“X said theywould callme backand didn’t”Advisorupset aboutprocessingtimesSpeak tosameadvisor 3xin one dayTLIignoredfor 15minutes5 FartherFinancecallsAny RyanKirkemailAdvisorasks forexceptiondue to age10@everyonesfrom Joanna5xpaperworksubmittedincorrectly3x asked totake arandom callfrom anotherCM3 calls fromadvisor onthe wrongtierReceive a callreferencingincorrectinformation fromany namedassociateCall fromretail endclientAdvisor notunderstandingAMAJakeshows uplate fourtimes3x arguedanswer inteamschat3 RMEscalations>20 coderedsfrom EricAny dayCSLends <30ColleenDM or“HELP”Allhandsday

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