October 9, 2026
BD - New Business Client — 10 pts
BD - New Individual Client — 5 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Attend Industry Trade Show or Convention — 4 pts
BD - Send Referral to Bookkeeping or Wealth — 6 pts
TS - Speak at a Non-HHM Hosted Seminar — 10 pts
TS - Speak on Topic at a Recruiting Event — 5 pts
TS - Prepare and Speak at an Industry Meeting — 5 pts
BA - Attend HHM Recruiting Activity — 2 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 5 pts
CR - Take a Client to Lunch During Fieldwork — 2 pts
CI - Participate in HHM Associated Volunteer Event — 10 pts
CI - Serve on a Board or Leadership Committee — 5 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts