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

Randy
Dummer
Caroline
Daniel
Alicja
Suit
Makayla
Millsaps
Anna
Stroud
Matthew
Thurman
Aubrey
Steadman
Lisa
Tyree

Firm Highlights

New Hires

Justin
Hoffmann
IT Helpdesk
Pensacola

Birthdays Coming Soon

Karen
Clement
Oct 24
Tommy
Marino
Oct 25
Max
Purifoy
Oct 27
Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31

Expense Reports

View All

Next Due Date

November 4, 2026

Submit Expenses

Next Reimbursement Date

October 23, 2026

PTO Request

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Upcoming Events

View Calendar

Oct

27
Dine and Dash
Chattanooga

Nov

5
Dine and Dash
Memphis
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
Admin Panel