Welcome back,
Bailey
Marketing Points Overview
Current Total
0
pts
Required per Quarter
20
pts
Rewards Program is still under construction.
Q1
0
pts
Q2
0
pts
Q3
0
pts
Q4
0
pts
Quarterly Marketing Point Leaders
Betsy
Henson
Elizabeth
Bunner
Randy
Dummer
Anna
Stroud
Makaylah
Ariazi
Nathan
Nowell
Lisa
Tyree
Tommy
Marino
Community Highlights
Dine and Dash
New Hires
Welcome to the team,
Nichole
Birthdays Coming Soon
Expense Reports
View All
Next Reimbursement Date
August 25, 2026
PTO Request
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Upcoming Events
View Calendar
Sep
17
Something Social | MEM
Memphis
Sep
18
Something Social | CHA/CLE
Chattanooga
12:00 PM
Sep
22
Dine and Dash
Pensacola
Oct
22
Dine and Dash
Cleveland
Oct
27
Dine and Dash
Chattanooga
Submission History
X
- Attend a business-related networking event, during work hours - 1 point: Took a prospect out to lunch
- Attend a business-related networking event, after work hours - 3 points: Played pickleball with a prospect who is a homebuilder
- Get positive mentions by client in an email - 1 point: Cary Haney told Travis Hutchinson I was doing a good job.
- Join a professional organization - 1 point: I have joined a committee with the creative discovery museum
- Attend board or leadership committee meeting for professional or civic organization - 2 points: Attended a lunch with the chair woman and CEO of the Creative discovery museum
- Attend a team meeting - 1 point: Attended three separate meetings with our wholesalers - 1 from vanguard, 1 from state street, 1 from lord Abbett (x3)
- Attend marketing / biz dev seminar at chamber or other partner organization - 3 points: Went to the Chamber of Commerce presentation with Chuck Fleischmann and Marsha Blackburn
- Had lunch with Donnie and coffee with Trip. We discussed how Wealth and the CPA side might work together closer - 3 points.
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