Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Current Membership Year:
2025
Total Membership Years:
16
Court of the Table Honors:
14
Top of the Table Honors:
13
English
Korean
Mandarin
No items found.

How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.