Jakeshows uplate fourtimesAny dayCSLends <303xinappropriateor awkwardteams chatgoing ignoredAdvisorupset aboutprocessingtimesSpeak tosameadvisor 3xin one day3 RMEscalationsReceive a callreferencingincorrectinformation fromany namedassociate5 FartherFinancecalls“X said theywould callme backand didn’t”TLIignoredfor 15minutes3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectly3x asked totake arandom callfrom anotherCMAllhandsday>20 coderedsfrom EricColleenDM or“HELP”Call fromretail endclientAdvisor notunderstandingAMAAny RyanKirkemail10x ICPquestions10@everyonesfrom JoannaRMescalationfor non-service issueAdvisorasks forexceptiondue to age3x arguedanswer inteamschatJakeshows uplate fourtimesAny dayCSLends <303xinappropriateor awkwardteams chatgoing ignoredAdvisorupset aboutprocessingtimesSpeak tosameadvisor 3xin one day3 RMEscalationsReceive a callreferencingincorrectinformation fromany namedassociate5 FartherFinancecalls“X said theywould callme backand didn’t”TLIignoredfor 15minutes3 calls fromadvisor onthe wrongtier5xpaperworksubmittedincorrectly3x asked totake arandom callfrom anotherCMAllhandsday>20 coderedsfrom EricColleenDM or“HELP”Call fromretail endclientAdvisor notunderstandingAMAAny RyanKirkemail10x ICPquestions10@everyonesfrom JoannaRMescalationfor non-service issueAdvisorasks forexceptiondue to age3x arguedanswer inteamschat

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