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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 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
  • 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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