.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
Welcome back,
Patrick
Patrick
O'Connor
Wealth Advisor
poconnor@hhmwealth.com
(901) 603-5176
Memphis
Marketing Points Overview
Current Total
74
pts
Required per Quarter
20
pts
Current Quarter: Q4
Q1
109
pts
Q2
115
pts
Q3
57
pts
Q4
74
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
109
115
57
74
25
64
0
0
20
Quarterly Marketing Point Leaders
Joe
Arrigo
Randy
Dummer
Kinsey
Fields
Matthew
Shepherd
Patrick
O'Connor
Grant
Rice
Caroline
Daniel
Jacob
Brown
Firm Highlights
New Hires
Matt
Murphy
Partner
Memphis
Birthdays Coming Soon
No items found.
Expense Reports
View All
Next Reimbursement Date
November 25, 2026
PTO Request
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Upcoming Events
View Calendar
No items found.
Submission History
X
September 1, 2026
BD - Take a Prospect to Lunch or Breakfast — 10 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 10 pts
CR - Uncover an Additional Service for Existing Client — 5 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts
September 17, 2026
BD - New Individual Client — 15 pts
September 28, 2026
CR - Take a Client to Lunch (Not During Fieldwork) — 15 pts
October 30, 2026
BD - New Individual Client — 5 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 15 pts
BD - Lunch with an Affiliate Employee — 2 pts
October 30, 2026
CR - Take a Client to Lunch (Not During Fieldwork) — 10 pts