The Wealth@Work Show

Interview with Lisa Petronio


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When it comes to work/life harmony, what is the difference between an “Integrator” and a “Segmenter”, and how can it help to identify which type you are, especially during today’s pandemic? How has the pandemic changed how everyone is using LinkedIn, and what type of content attracts the most attention? How can advisors gauge how engaging and successful their LinkedIn content is, and how should advisors successfully repurpose and leverage their posted content? Join Ross as he chats with Lisa Petronio, Managing Director at Strategic Retirement Partners. Lisa also shares what benefits she experienced by partnering with SRP, how she prioritizes to ensure her time is spent on her own highest and best use, and how she uses a rigorous morning routine to keep herself grounded and productive. 

Resources:

  • Strategic Retirement Partners
  • 20th Annual Transamerica Retirement Survey of Retirees
  • Rocketbook
  • Integrators vs Segmenters
...more
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The Wealth@Work ShowBy Ross Marino

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