Welcome back,
Matthew

Matthew
Thurman
Wealth Advisor
mthurman@hhmwealth.com
4237028381
Chattanooga
Marketing Points Overview
Current Total
22
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
25
pts
Q2
33
pts
Q3
40
pts
Q4
22
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
25
33
40
22
30
20
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
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Next Reimbursement Date
November 25, 2026
PTO Request
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Upcoming Events
View Calendar
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Submission History
X
- Attend a business-related networking event, after work hours - 3 points
- Attend recruiting activity - 2 points
- Post or share HHM content on your personal social media page (max 50% of total points for quarter) - total points: 5
- Present at a recruiting event - 5 points
- Your picture gets posted by marketing team to HHM's social media - 2 points
- Present at a recruiting event - 5 points
- Take a client to lunch during fieldwork - total point: 2
- Join a professional organization - total point: 1
- Participate in an HHM studio video recording - 5 points
- Attend a business-related networking event, after work hours - total points: 3
August 28, 2026
BD - New Individual Client — 20 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts
September 8, 2026
BD - New Individual Client — 10 pts
BA - Attend HHM Recruiting Activity — 4 pts
CI - Attend Board or Leadership Committee Meeting — 4 pts
October 16, 2026
BD - New Individual Client — 10 pts
October 16, 2026
CI - Attend Board or Leadership Committee Meeting — 2 pts
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