Welcome back,
Andrew

Andrew
Cook
Wealth Advisor / Partner
acook@hhmwealth.com
423.933.1825
Chattanooga
Marketing Points Overview
Current Total
0
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
Joe
Arrigo
Matthew
Shepherd
Patrick
O'Connor
Caroline
Daniel
Randy
Dummer
Makaylah
Ariazi
Shelby
Brady
Alexandra
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Firm Highlights
New Hires

Charis
Barnes
Bookkeeping Specialist
Chattanooga
Birthdays Coming Soon
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Katherine
Roberts
Oct 30

Kourtney
Moore
Oct 31
Expense Reports
View All
Next Reimbursement Date
November 10, 2026
PTO Request
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Upcoming Events
View Calendar
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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