Beyond Wealth

“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.”

In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, and personalized coaching, drawing from their diverse backgrounds in professional sports, event marketing, private equity, and hospitality.

Lisa and Julia delve into the essential elements of an effective onboarding process, the challenge of balancing professional and personal life, and their innovative methods for matching candidates with executive needs. They also discuss their approach to building a sustainable work environment and optimizing team effectiveness, offering valuable insights for anyone interested in professional growth and time management.

05:54 Finding EQ-Driven Assistants

08:05 Mastering Work-Life Balance

18:30 Secrets to Effective Onboarding

24:05  Pennyworth’s Onboarding Strategy

Connect with Lisa Casson
LinkedIn: https://www.linkedin.com/in/lcasson/ 

Website: https://www.pennyworthprojects.com/ 

LinkedIn: https://www.linkedin.com/in/jhudsonea/ 

Website: https://www.pennyworthprojects.com/