10@everyonesfrom JoannaCall fromretail endclientAdvisorasks forexceptiondue to age5 FartherFinancecallsAdvisorupset aboutprocessingtimesTLIignoredfor 15minutesSpeak tosameadvisor 3xin one day“X said theywould callme backand didn’t”ColleenDM or“HELP”Receive a callreferencingincorrectinformation fromany namedassociateAdvisor notunderstandingAMAJakeshows uplate fourtimes3x arguedanswer inteamschatAllhandsday3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectlyAny RyanKirkemailRMescalationfor non-service issue3xinappropriateor awkwardteams chatgoing ignored3 RMEscalations3x asked totake arandom callfrom anotherCM10x ICPquestions>20 coderedsfrom EricAny dayCSLends <3010@everyonesfrom JoannaCall fromretail endclientAdvisorasks forexceptiondue to age5 FartherFinancecallsAdvisorupset aboutprocessingtimesTLIignoredfor 15minutesSpeak tosameadvisor 3xin one day“X said theywould callme backand didn’t”ColleenDM or“HELP”Receive a callreferencingincorrectinformation fromany namedassociateAdvisor notunderstandingAMAJakeshows uplate fourtimes3x arguedanswer inteamschatAllhandsday3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectlyAny RyanKirkemailRMescalationfor non-service issue3xinappropriateor awkwardteams chatgoing ignored3 RMEscalations3x asked totake arandom callfrom anotherCM10x ICPquestions>20 coderedsfrom EricAny dayCSLends <30

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