Welcome back,
Andrew

Andrew
Cook
Wealth Advisor / Partner
acook@hhmwealth.com
423.933.1825
Chattanooga
Marketing Points Overview
Current Total
116
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
126
pts
Q2
87
pts
Q3
116
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
126
87
116
0
87
10
20
Quarterly Marketing Point Leaders
Randy
Dummer
Makayla
Millsaps
Lisa
Tyree
Christina
Dill
Jill
Wynn
Jasmine
Goodwin
Charis
Barnes
Holden
Beauregard
Firm Highlights
New Hires
Marshall
Tilley
Maintenance Technician
Chattanooga
Birthdays Coming Soon

Taylor
Dunagan
Oct 10

Joshua
Cropp
Oct 11
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Lisa
Tyree
Oct 11

Aidan
Kennedy
Oct 13

Spencer
Mossburg
Oct 13
Expense Reports
View All
Next Reimbursement Date
October 9, 2026
PTO Request
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Upcoming Events
View Calendar
Oct
22
Dine and Dash
Cleveland
Oct
27
Dine and Dash
Chattanooga
Nov
5
Dine and Dash
Memphis
Submission History
X
October 9, 2026
BD - New Individual Client — 5 pts
BD - Attend a Business Related Networking Event — 30 pts
BD - Take a Staff With You to Meeting — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Attend Client, Prospect, or Referral Source Hosted Seminar — 10 pts
BD - Attend Social Outing That Includes Prospect or Referral — 5 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Attend Industry Trade Show or Convention — 12 pts
TS - Create and Teach an Internal CPE — 10 pts
BA - Attend HHM Recruiting Activity — 8 pts
BA - Follow Up and Stay Connected with a Recruit — 6 pts
CR - Uncover an Additional Service for Existing Client — 5 pts
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