Do you want to sharpen how you run your business, lead your team and serve your clients? Palfrey provides practical ways to do just that while improving how you manage time, attract clients and build your brand.
Do you want to sharpen how you run your business, lead your team and serve your clients? Palfrey provides practical ways to do just that while improving how you manage time, attract clients and build your brand.
Craig Palfrey, CFP, is founder of Penguin Wealth, a firm based on practical strategies and clear communication — from team leadership and branding to generational wealth transfer and AI adoption — which has laid the foundation for their culture, growth and client loyalty. Palfrey has strong expertise on topics such as behavioral finance and trust planning and has built a reputation for blending professional expertise with humor and storytelling that makes complex topics accessible.
