3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectlyCall fromretail endclientReceive a callreferencingincorrectinformation fromany namedassociate“X said theywould callme backand didn’t”TLIignoredfor 15minutesRMescalationfor non-service issue>20 coderedsfrom EricSpeak tosameadvisor 3xin one dayJakeshows uplate fourtimes10@everyonesfrom JoannaAdvisorupset aboutprocessingtimes10x ICPquestionsColleenDM or“HELP”3x asked totake arandom callfrom anotherCMAny dayCSLends <303 RMEscalationsAdvisorasks forexceptiondue to ageAny RyanKirkemail5 FartherFinancecalls3x arguedanswer inteamschat3xinappropriateor awkwardteams chatgoing ignoredAdvisor notunderstandingAMAAllhandsday3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectlyCall fromretail endclientReceive a callreferencingincorrectinformation fromany namedassociate“X said theywould callme backand didn’t”TLIignoredfor 15minutesRMescalationfor non-service issue>20 coderedsfrom EricSpeak tosameadvisor 3xin one dayJakeshows uplate fourtimes10@everyonesfrom JoannaAdvisorupset aboutprocessingtimes10x ICPquestionsColleenDM or“HELP”3x asked totake arandom callfrom anotherCMAny dayCSLends <303 RMEscalationsAdvisorasks forexceptiondue to ageAny RyanKirkemail5 FartherFinancecalls3x arguedanswer inteamschat3xinappropriateor awkwardteams chatgoing ignoredAdvisor notunderstandingAMAAllhandsday

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