Advisorupset aboutprocessingtimes3xinappropriateor awkwardteams chatgoing ignoredAllhandsdayTLIignoredfor 15minutes5 FartherFinancecalls10@everyonesfrom Joanna>20 coderedsfrom EricAny dayCSLends <30Jakeshows uplate fourtimesColleenDM or“HELP”Advisorasks forexceptiondue to age3 RMEscalations3x asked totake arandom callfrom anotherCMReceive a callreferencingincorrectinformation fromany namedassociateAny RyanKirkemail3 calls fromadvisor onthe wrongtierRMescalationfor non-service issue5xpaperworksubmittedincorrectlyCall fromretail endclient10x ICPquestions“X said theywould callme backand didn’t”Speak tosameadvisor 3xin one day3x arguedanswer inteamschatAdvisor notunderstandingAMAAdvisorupset aboutprocessingtimes3xinappropriateor awkwardteams chatgoing ignoredAllhandsdayTLIignoredfor 15minutes5 FartherFinancecalls10@everyonesfrom Joanna>20 coderedsfrom EricAny dayCSLends <30Jakeshows uplate fourtimesColleenDM or“HELP”Advisorasks forexceptiondue to age3 RMEscalations3x asked totake arandom callfrom anotherCMReceive a callreferencingincorrectinformation fromany namedassociateAny RyanKirkemail3 calls fromadvisor onthe wrongtierRMescalationfor non-service issue5xpaperworksubmittedincorrectlyCall fromretail endclient10x ICPquestions“X said theywould callme backand didn’t”Speak tosameadvisor 3xin one day3x arguedanswer inteamschatAdvisor notunderstandingAMA

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