Welcome back,
Matthew

Matthew
Thurman
Wealth Advisor
mthurman@hhmwealth.com
4237028381
Chattanooga
Marketing Points Overview
Current Total
40
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
25
pts
Q2
33
pts
Q3
40
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
25
33
40
0
30
0
20
Quarterly Marketing Point Leaders
Randy
Dummer
Makayla
Millsaps
Lisa
Tyree
Christina
Dill
Jill
Wynn
Jasmine
Goodwin
Charis
Barnes
Holden
Beauregard
Firm Highlights
New Hires
Asa
Owens
Wealth Advisor
Chattanooga
Birthdays Coming Soon

Leslie
Cabrera
Oct 8

Michael
Vance
Oct 9

Abigail
Bentley
Oct 9

Taylor
Dunagan
Oct 10

Joshua
Cropp
Oct 11
Expense Reports
View All
Next Reimbursement Date
October 9, 2026
PTO Request
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Upcoming Events
View Calendar
Oct
22
Dine and Dash
Cleveland
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
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