HHM

Marketing Resources

Marketing Responsibilities

Maintaining Connect

Maintaining the main website

Adding/removing employees

Writing website bios

Changing text

Adding blogs

Assign articles/plan content 

Social media posting

Swag items

Stocking and distributing

Press Releases

Firm events and mixers (internal and external)

Firm external client communication (eblasts)

Monthly client newsletter

Coordinate Friday Fuze and employee shout outs

Wealth newsletter

Client gifts 

Marketing report 

Print letterhead

Nametags 

Schedule independent dealership conferences 

Schedule / assist with speaking engagements

Podcast 

Campus recruitment in coordination with HR

Wellness incentives in coordination with HR 

Design collateral 

Elections/nominations for Leadership/Protege/20 Under 40 etc.

Digital business card setup

Take headshots

Email signatures 

Ads and campaigns 

Proposals 

Marketing Request Form

Use this request form for event swag, shoutouts/social posts you may want published, etc. Please allow 24 hours to respond with a confirmation of request. If you are needing swag for an event or table, please submit your request in a timely manner so we can ensure we have all that you need.

Max file size 10MB.
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Contact Change Form

Use this request form for any information that needs to be changed. Please select where it needs to be changed and only fill out the information you need changed (other than your name).
**Please note that changes to your contact information in Connect can only be changed by you in the profile section of the dashboard.**

Use this to state which locations if you need 2 or more locations changed
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Community Involvement

Use this form to update your community involvement. You all are the best! If you aren't involved in anything, that's ok please just put N/A and still submit the form. No better time to get involved than now!

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