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Marketing Points

Welcome back,

Andrew

Andrew

Cook

Wealth Advisor / Partner

acook@hhmwealth.com

423.933.1825

Chattanooga

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Thank you for your patience as we continue updating HHM Connect. We are finalizing new pages, formatting improvements, and a new rewards submission portal. Please refrain from reporting outdated marketing points or nonurgent website errors until we announce that proofing is open. Contact Tommy only if you are unable to access an important or time-sensitive form or page.

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Marketing Points Overview

Current Total

0

pts

Required per Quarter

20
pts

Rewards Program is still under construction.

Q1

0

pts

Q2

0

pts

Q3

0

pts

Q4

0

pts

Quarterly Marketing Point Leaders

Betsy
Henson
Elizabeth
Bunner
Randy
Dummer
Anna
Stroud
Makaylah
Ariazi
Nathan
Nowell
Lisa
Tyree
Tommy
Marino

Community Highlights

Dine and Dash

New Hires

Welcome to the team,

Nichole

Birthdays Coming Soon

Expense Reports

View All

Next Due Date

August 20, 2026

Submit Expenses

Next Reimbursement Date

August 25, 2026

PTO Request

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Upcoming Events

View Calendar

Sep

17
Something Social | MEM
Memphis

Sep

18
Something Social | CHA/CLE
Chattanooga
12:00 PM

Sep

22
Dine and Dash
Pensacola

Oct

22
Dine and Dash
Cleveland

Oct

27
Dine and Dash
Chattanooga
Test
Submission History
X
  • Attend a  business-related networking event, during work hours - 1 point: Kingdom Advisors (2x) , Visit Cleveland office, Tour Bethlehem Center & UTC Alumni lunch (x5)
  • Send a  referral to Bookkeeping Solutions or Wealth - 5 points: Jennifer Exum / DQ Referral to Bookkeeping, Nicole Daniel Tax Referral to Ken White & Tolson Tax Referral to Trip (x3)
  • Attend a  business-related networking event, after work hours - 3 points: Paddle for PanCan, Estate Planning Dinner (x2)
  • Attend  client, prospect, or referral source seminar - 2 points: Erisa Services / American Funds Lunch & Learn, Magnolia Trust Networking lunch (x2)
  • Attend  an industry trade show or convention (4 points per full day of the  event) - 4 points: RPAG Annual Conference (x2)
  • Ride  Along - Take a staff with you to a biz dev meeting with prospect or referral - 5 points: Took Matthew to a prospect meeting, took Jamie to a retirement lunch and learn networking event (x2)
  • Your picture gets posted by marketing team to HHM's social media - 2 points: HHM Wealth Pickleball & Paddle for PanCan (x2)
  • Get  positive mentions by client in an email - 1 point: Tennessee Interventional Imaging
  • Attend  board or leadership committee meeting for professional or civic  organization - 2 points: Chattanooga Estate Planning Board
  • Took new employee (Katelyn) to lunch - 1
  • Coordinated HHM Wealth Pickle ball Social - 3