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| About Malcolm: I have been with Ameriprise since 1993. I have the CRPC designation from the College of Financial Planning. In 2008 93% of my clients gave me either an 8, 9 or a 10 on my overall client satisfaction score.
Why I enjoy my job: I get to really know my clients. You help them set and reach their goals. People I’d like to connect with: People that are too busy to monitor their investments, or don’t know how to reach their goals. Why I am a Valley BNI Member: My clients are busy and want referrals to qualified professionals. This is great accountability in the group. |
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