3 calls fromadvisor onthe wrongtier5 FartherFinancecalls>20 coderedsfrom Eric3xinappropriateor awkwardteams chatgoing ignoredAdvisorasks forexceptiondue to ageAny dayCSLends <303x asked totake arandom callfrom anotherCMColleenDM or“HELP”10@everyonesfrom JoannaJakeshows uplate fourtimesRMescalationfor non-service issueAdvisor notunderstandingAMA5xpaperworksubmittedincorrectlyAdvisorupset aboutprocessingtimes“X said theywould callme backand didn’t”Call fromretail endclient10x ICPquestionsTLIignoredfor 15minutes3x arguedanswer inteamschat3 RMEscalationsAllhandsdayReceive a callreferencingincorrectinformation fromany namedassociateAny RyanKirkemailSpeak tosameadvisor 3xin one day3 calls fromadvisor onthe wrongtier5 FartherFinancecalls>20 coderedsfrom Eric3xinappropriateor awkwardteams chatgoing ignoredAdvisorasks forexceptiondue to ageAny dayCSLends <303x asked totake arandom callfrom anotherCMColleenDM or“HELP”10@everyonesfrom JoannaJakeshows uplate fourtimesRMescalationfor non-service issueAdvisor notunderstandingAMA5xpaperworksubmittedincorrectlyAdvisorupset aboutprocessingtimes“X said theywould callme backand didn’t”Call fromretail endclient10x ICPquestionsTLIignoredfor 15minutes3x arguedanswer inteamschat3 RMEscalationsAllhandsdayReceive a callreferencingincorrectinformation fromany namedassociateAny RyanKirkemailSpeak 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
I
2
B
3
G
4
O
5
O
6
N
7
B
8
I
9
B
10
I
11
N
12
B
13
G
14
O
15
I
16
O
17
N
18
G
19
G
20
B
21
G
22
O
23
I
24
N
  1. I-3 calls from advisor on the wrong tier
  2. B-5 Farther Finance calls
  3. G->20 code reds from Eric
  4. O-3x inappropriate or awkward teams chat going ignored
  5. O-Advisor asks for exception due to age
  6. N-Any day CSL ends <30
  7. B-3x asked to take a random call from another CM
  8. I-Colleen DM or “HELP”
  9. B-10 @everyones from Joanna
  10. I-Jake shows up late four times
  11. N-RM escalation for non-service issue
  12. B-Advisor not understanding AMA
  13. G-5x paperwork submitted incorrectly
  14. O-Advisor upset about processing times
  15. I-“X said they would call me back and didn’t”
  16. O-Call from retail end client
  17. N-10x ICP questions
  18. G-TLI ignored for 15 minutes
  19. G-3x argued answer in teams chat
  20. B-3 RM Escalations
  21. G-All hands day
  22. O-Receive a call referencing incorrect information from any named associate
  23. I-Any Ryan Kirk email
  24. N-Speak to same advisor 3x in one day