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Welcome back,
Evan
Evan
Seagle
Wealth Advisor
eseagle@hhmwealth.com
Pensacola
Marketing Points Overview
Current Total
0
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
Matthew
Shepherd
Randy
Dummer
Makaylah
Ariazi
Shelby
Brady
Caroline
Daniel
Alicja
Suit
Anna
Stroud
Makayla
Millsaps
Firm Highlights
New Hires
Ella
Gordon
Client Service Associate
Chattanooga
Birthdays Coming Soon
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Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31
Expense Reports
View All
Next Reimbursement Date
November 10, 2026
PTO Request
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Upcoming Events
View Calendar
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