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
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Katherine
Roberts
Oct 30

Kourtney
Moore
Oct 31
Expense Reports
View All
Next Reimbursement Date
October 23, 2026
PTO Request
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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
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