Craig Palfrey's guest appearances

Craig Palfrey

Informed Choice Radio Personal Finance Podcast

The Financial Life Coach Podcast

B2B Growth Think Tank

Pete Matthew

Catherine Morgan

Darren Cooke

Marlene Outrim

Adam Carolan

Ruth Sturkey

Justin King

Jason Butler

Clayton Morris

Sean Campbell

Dave Ramsey

Damion Lupo

Beth Kempton

Lisa Stanley

Bola Sokunbi

OwlTail

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!

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: <ul> <li>When finding your calling in life turns up in the strangest places...</li> <li>Why planning your personal finances is different for business owners.</li> <li>A warning why “The Great Wealth Transfer” isn’t going to save us.</li> <li>Why planning your business growth is just like planning your finances.</li> <li>How Craig has grown his firm using a book.</li> <li>The one strategy Craig would use to grow his business if he had to start all over again.  </li> <li>And much more!</li> </ul> Resources Mentioned on This Episode: Craig’s Website - <a href="https://www.penguinwealth.com/" rel="nofollow" target="_blank">Penguin</a> Craig’s Book - <a href="https://www.penguinwealth.com/guides/business-secret/" rel="nofollow" target="_blank"> The Business Secret</a> (Free Download) <a href="https://www.linkedin.com/in/craigpalfreyifa/" rel="nofollow" target="_blank">Connect with Craig on LinkedIn</a> <a href="http://www.keypersonofinfluence.com/kpi-method/" rel="nofollow" target="_blank">Key Person of Influence</a> - 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 - <a href="http://www.thinklikeafish.co/pc-less-selling" rel="nofollow" target="_blank">www.thinklikeafish.co/pc-less-selling</a> Happy Fishing!

Episode No.8: Craig Palfrey - Why You Have To Pay Yourself First

 Fantastic advice to new firms, start-ups and potentially everyone! What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now. Why Craig is opening Penguin Legal and the Penguin Accountancy The importance of external input Why he loves MDRT Why he recommends 'They ask, You answer – Marcus Sheridan' Why their mission is: One life, live it well. The financial journey never ends. 

<ul> <li>Fantastic advice to new firms, start-ups and potentially everyone!</li> <li>What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now.</li> <li>Why Craig is opening Penguin Legal and the Penguin Accountancy</li> <li>The importance of external input</li> <li>Why he loves MDRT</li> <li>Why he recommends 'They ask, You answer – Marcus Sheridan'</li> <li>Why their mission is: One life, live it well. The financial journey never ends.</li> </ul>

Podcast w Craig Palfrey @penguinwm - First South Wales and then the world

My guest for this episode of Informed Choice Radio is Craig Palfrey. Craig is a Certified Financial Planner, Chartered Wealth Manager and a board member of the Institute of Financial Planning. He started in Financial Services back in 2000 and considers himself extremely fortunate that he’s found his vocation. Craig is author of The Wealth Secret: Create, Build and Protect Your Future – The Penguin Way. Setting out eight key principles, Craig and his team at Penguin Wealth in Cardiff have provided provide a step by step methodology for dealing with your finances. The book shows how these principles tie together into one effective plan. A plan that spans all life stages. In this episode of Informed Choice Radio, I speak to Craig about what prompted him to write the book, whether a savings habit can start in adulthood, the investment fads he has identified as a financial planner, and what investors should look for when choosing a wealth management team. Welcome to The Wealth Secret with Craig Palfrey, in episode 133 of Informed Choice Radio. Some questions I ask -What prompted you to write the book? -Why has saving for the future become such a lost art? -Does a savings habit have to start with education at school, or can it be developed later in life? -What investment fads have you identified as a Financial Planner? -How can investors find a great wealth management team? -Is there still a lack of trust, particularly when investors are looking for a Financial Planner for the first time? Thank you for listening! To get new episodes of Informed Choice Radio sent directly to your device as soon as they are published, you can subscribe on iTunes or Stitcher Your reviews on iTunes are incredibly helpful and really appreciated. We get notified about each one; please leave a note of your name and website URL so we can mention you in a future episode.

My guest for this episode of Informed Choice Radio is Craig Palfrey. Craig is a Certified Financial Planner, Chartered Wealth Manager and a board member of the Institute of Financial Planning. He started in Financial Services back in 2000 and considers himself extremely fortunate that he’s found his vocation. Craig is author of The Wealth Secret: Create, Build and Protect Your Future – The Penguin Way. Setting out eight key principles, Craig and his team at Penguin Wealth in Cardiff have provided provide a step by step methodology for dealing with your finances. The book shows how these principles tie together into one effective plan. A plan that spans all life stages. In this episode of Informed Choice Radio, I speak to Craig about what prompted him to write the book, whether a savings habit can start in adulthood, the investment fads he has identified as a financial planner, and what investors should look for when choosing a wealth management team. Welcome to The Wealth Secret with Craig Palfrey, in episode 133 of Informed Choice Radio. Some questions I ask -What prompted you to write the book? -Why has saving for the future become such a lost art? -Does a savings habit have to start with education at school, or can it be developed later in life? -What investment fads have you identified as a Financial Planner? -How can investors find a great wealth management team? -Is there still a lack of trust, particularly when investors are looking for a Financial Planner for the first time? Thank you for listening! To get new episodes of Informed Choice Radio sent directly to your device as soon as they are published, you can subscribe on <a href="https://itunes.apple.com/gb/podcast/informed-choice-radio/id941872073?mt=2" rel="nofollow" target="_blank">iTunes</a> or <a href="http://www.stitcher.com/podcast/informed-choice-podcast/the-informed-choice-podcast" rel="nofollow" target="_blank">Stitcher</a> Your <a href="https://itunes.apple.com/gb/podcast/the-informed-choice-podcast/id941872073?mt=2" rel="nofollow" target="_blank">reviews on iTunes</a> are incredibly helpful and really appreciated. We get notified about each one; please leave a note of your name and website URL so we can mention you in a future episode.

ICR133: Craig Palfrey, The Wealth Secret