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.
