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Welcome back,
Jacob
Jacob
Brown
Wealth Advisor
jbrown@hhmwealth.com
4237027926
Chattanooga
Marketing Points Overview
Current Total
60
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
47
pts
Q2
0
pts
Q3
40
pts
Q4
60
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
47
0
40
60
40
60
0
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
View All
Next Reimbursement Date
November 25, 2026
PTO Request
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Upcoming Events
View Calendar
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Submission History
X
September 9, 2026
BD - New Business Client — 10 pts
BD - New Individual Client — 20 pts
BD - Attend a Business Related Networking Event — 10 pts
November 13, 2026
BD - New Individual Client — 5 pts
BD - Take a Staff With You to Meeting — 20 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts