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
Lisa
Tyree
Oct 11
Aidan
Kennedy
Oct 13
Spencer
Mossburg
Oct 13

Expense Reports

View All

Next Due Date

October 19, 2026

Submit Expenses

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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