Allhandsday3xinappropriateor awkwardteams chatgoing ignored3 RMEscalationsAny dayCSLends <30TLIignoredfor 15minutes3 calls fromadvisor onthe wrongtierSpeak tosameadvisor 3xin one dayAny RyanKirkemailAdvisorasks forexceptiondue to ageAdvisorupset aboutprocessingtimesColleenDM or“HELP”RMescalationfor non-service issue5xpaperworksubmittedincorrectly3x arguedanswer inteamschat“X said theywould callme backand didn’t”3x asked totake arandom callfrom anotherCM>20 coderedsfrom Eric5 FartherFinancecalls10x ICPquestionsCall fromretail endclientAdvisor notunderstandingAMAReceive a callreferencingincorrectinformation fromany namedassociate10@everyonesfrom JoannaJakeshows uplate fourtimesAllhandsday3xinappropriateor awkwardteams chatgoing ignored3 RMEscalationsAny dayCSLends <30TLIignoredfor 15minutes3 calls fromadvisor onthe wrongtierSpeak tosameadvisor 3xin one dayAny RyanKirkemailAdvisorasks forexceptiondue to ageAdvisorupset aboutprocessingtimesColleenDM or“HELP”RMescalationfor non-service issue5xpaperworksubmittedincorrectly3x arguedanswer inteamschat“X said theywould callme backand didn’t”3x asked totake arandom callfrom anotherCM>20 coderedsfrom Eric5 FartherFinancecalls10x ICPquestionsCall fromretail endclientAdvisor notunderstandingAMAReceive a callreferencingincorrectinformation fromany namedassociate10@everyonesfrom JoannaJakeshows 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
G
2
O
3
B
4
N
5
G
6
I
7
N
8
I
9
O
10
O
11
I
12
N
13
G
14
G
15
I
16
B
17
G
18
B
19
N
20
O
21
B
22
O
23
B
24
I
  1. G-All hands day
  2. O-3x inappropriate or awkward teams chat going ignored
  3. B-3 RM Escalations
  4. N-Any day CSL ends <30
  5. G-TLI ignored for 15 minutes
  6. I-3 calls from advisor on the wrong tier
  7. N-Speak to same advisor 3x in one day
  8. I-Any Ryan Kirk email
  9. O-Advisor asks for exception due to age
  10. O-Advisor upset about processing times
  11. I-Colleen DM or “HELP”
  12. N-RM escalation for non-service issue
  13. G-5x paperwork submitted incorrectly
  14. G-3x argued answer in teams chat
  15. I-“X said they would call me back and didn’t”
  16. B-3x asked to take a random call from another CM
  17. G->20 code reds from Eric
  18. B-5 Farther Finance calls
  19. N-10x ICP questions
  20. O-Call from retail end client
  21. B-Advisor not understanding AMA
  22. O-Receive a call referencing incorrect information from any named associate
  23. B-10 @everyones from Joanna
  24. I-Jake shows up late four times