May 9, 2019
I’m delighted to be joined on today’s episode by my guest Craig Palfrey.
Craig is a Certified Financial Planner, a Chartered Wealth Manager, an international speaker on finance and the Managing Partner of Penguin.
Craig started in Financial Services in 2000 and considers himself extremely fortunate that he’s found his vocation. When I asked him what he does for fun, he said work! He truly loves what he does, is devoted to his clients and constantly improving.
On top of all the other things he has on his plate, he’s also found time to author not just one, but two books – ‘The Wealth Secret and The Business Secret. Both available on Amazon.
I could seriously go on! But basically Craig is doing a lot of things right when it comes to serving his clients and running his business.
On this episode:
- When finding your calling in life turns up in the strangest places...
- Why planning your personal finances is different for business owners.
- A warning why “The Great Wealth Transfer” isn’t going to save us.
- Why planning your business growth is just like planning your finances.
- How Craig has grown his firm using a book.
- The one strategy Craig would use to grow his business if he had to start all over again.
- And much more!
Resources Mentioned on This Episode:
Craig’s Website - Penguin
Craig’s Book - The Business Secret (Free Download)
Connect with Craig on LinkedIn
Key Person of Influence - Daniel Priestley
You can see how to build your own Client Catching Ecosystem by watching my free, on demand Masterclass Training…
“Less Selling. More Clients”
It’s where I share the roadmap to systemising and scaling your firm that will increase your influence, consistently get you in front of ideal prospects, automatically follow up with your leads, while growing your network and pipeline so you add 4 to 12 of the right clients each month.
All without spending a penny on advertising or adding more hours to your week!
Watch the Masterclass here - www.thinklikeafish.co/pc-less-selling
Happy Fishing!