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Welcome back,
Evan
Evan
Seagle
Wealth Advisor
eseagle@hhmwealth.com
Pensacola
Marketing Points Overview
Current Total
43
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
35
pts
Q2
28
pts
Q3
43
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
35
28
43
0
40
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
Miriam
Creed
Staff Accountant
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
September 14, 2026
BD - New Individual Client — 5 pts
BD - Attend Client, Prospect, or Referral Source Hosted Seminar — 5 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Send Follow Up Email to New Contact — 2 pts
September 14, 2026
PD - Receive Personal Award — 3 pts
September 17, 2026
BD - New Individual Client — 5 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Attend a Business Related Networking Event — 10 pts
October 5, 2026
BD - New Individual Client — 5 pts
BD - Attend Social Outing That Includes Prospect or Referral — 10 pts