10x ICPquestionsReceive a callreferencingincorrectinformation fromany namedassociateColleenDM or“HELP”Any RyanKirkemail3x arguedanswer inteamschat3xinappropriateor awkwardteams chatgoing ignored>20 coderedsfrom Eric3 calls fromadvisor onthe wrongtierAdvisor notunderstandingAMACall fromretail endclientAny dayCSLends <30Jakeshows uplate fourtimes3 RMEscalations5xpaperworksubmittedincorrectlyRMescalationfor non-service issueAdvisorupset aboutprocessingtimes“X said theywould callme backand didn’t”5 FartherFinancecallsAllhandsdayTLIignoredfor 15minutesAdvisorasks forexceptiondue to age3x asked totake arandom callfrom anotherCM10@everyonesfrom JoannaSpeak tosameadvisor 3xin one day10x ICPquestionsReceive a callreferencingincorrectinformation fromany namedassociateColleenDM or“HELP”Any RyanKirkemail3x arguedanswer inteamschat3xinappropriateor awkwardteams chatgoing ignored>20 coderedsfrom Eric3 calls fromadvisor onthe wrongtierAdvisor notunderstandingAMACall fromretail endclientAny dayCSLends <30Jakeshows uplate fourtimes3 RMEscalations5xpaperworksubmittedincorrectlyRMescalationfor non-service issueAdvisorupset aboutprocessingtimes“X said theywould callme backand didn’t”5 FartherFinancecallsAllhandsdayTLIignoredfor 15minutesAdvisorasks forexceptiondue to age3x asked totake arandom callfrom anotherCM10@everyonesfrom JoannaSpeak tosameadvisor 3xin one day

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