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

Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31

Expense Reports

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Next Due Date

November 4, 2026

Submit Expenses

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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