Welcome back,

John

John

Dunham

Wealth Advisor

jdunham@hhmwealth.com

(423) 933-3891

Memphis

Marketing Points Overview

Current Total

0

pts

Required per Quarter

20
pts

Current Quarter: Q4

Q1

0

pts

Q2

21

pts

Q3

22

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
0
21
22
0
22
0
20

Quarterly Marketing Point Leaders

Joe
Arrigo
Randy
Dummer
Kinsey
Fields
Matthew
Shepherd
Patrick
O'Connor
Grant
Rice
Caroline
Daniel
Jacob
Brown

Firm Highlights

New Hires

Matt
Murphy
Partner
Memphis

Birthdays Coming Soon

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Expense Reports

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Next Due Date

November 19, 2026

Submit Expenses

Next Reimbursement Date

November 25, 2026

PTO Request

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Upcoming Events

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Submission History
X

September 14, 2026
BD - New Individual Client — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Send Handwritten Note to Client, Prospect, or Referral — 2 pts
September 21, 2026
BD - New Individual Client — 5 pts
Admin Panel