September 10, 2026
BD - Attend a Business Related Networking Event — 20 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Attend a Business Related Networking Event — 5 pts
BD - Send Referral to Bookkeeping or Wealth — 3 pts
TS - Write an Article for Blogs, Eblasts, or Newsletter — 10 pts
BA - Assist HHM' Marketing Team with Task — 2 pts
BA - Follow Up and Stay Connected with a Recruit — 2 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 5 pts
CI - Serve on a Board or Leadership Committee — 5 pts
CI - Attend Board or Leadership Committee Meeting — 4 pts
PD - Attend Meeting Hosted by HHM's Marketing Team — 10 pts
September 23, 2026
BD - New Individual Client — 10 pts
BA - Attend HHM Recruiting Activity — 2 pts