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Price Discovery: Money & Mindset

Price Discovery: Money & Mindset

Written by: Jordan Rodriguez
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers2024 Chagrin Valley Business Strategies LLC Economics Management Management & Leadership
Episodes
  • How to Grow Your Business through Company Culture with David Haynes, NPL Home Medical
    Dec 31 2025

    You can't grow your business without good employees. In this episode, Host Jordan Rodriguez interviews David Haynes, the President & CEO of NPL Home Medical. They've been a leading provider of custom wheelchair solutions for over 30 years. Hear why company culture is cultivated by the leaders, how to develop an operating system that can achieve both business & personal goals, the importance of a strong mission statement, how to measure your company culture, and how to set your company culture as a business owner. Connect with David on LinkedIn and at NPLHomeMedical.com, and Jordan at WSWealthManagers.com

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    39 mins
  • How to Sell Your Business to a Publicly Traded Company with Ivy Zelman, Zelman - A Walker & Dunlop Company
    Dec 24 2025

    Stay firm on the non-negotiables, defend your people, and make your family proud. In this episode, Host Jordan Rodriguez interviews Ivy Zelman, the Co-Founder of Zelman and now the Executive Vice President of Research & Securities at Zelman - A Walker & Dunlop Company. Ivy has been widely known and respected for her bold thinking and accurate assessments where others failed, helping industry players avoid costly mistakes and capture game-changing opportunities. In 2005, she called the top of the housing market, and in 2012, she called the bottom of the housing market, thus reinforcing her dominant reputation within the industry. Hear the skills she found most valuable early in her Wall Street career, how to transition from Analyst to Business Owner, how to build a unique value proposition, how to make your business attractive to acquiring companies, and how she's been able to keep her family the priority throughout her illustrious career. Connect with Ivy on LinkedIn, at ZelmanAssociates.com, and check out her book Gimme Shelter, and connect with Jordan at WSWealthManagers.com

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    53 mins
  • How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American
    Dec 17 2025

    Build relationships with people across multiple industries. In this episode, Host Jordan Rodriguez kicks off Season 2 by interviewing returning guest Kevin Joseph, now the Owner, President, and CEO of Apollo American. Kevin acquired the world class aerospace and defense manufacturer in May 2025 after spending 8 years at Weber Wood Medinger (WWM), where he became the youngest Partner in the firm's 51-year history. Hear what to look for in a potential acquisition, the pros & cons of leaving a stable career for entrepreneurship, his unique handwritten letter strategy, whether you should work with a business broker, and how to hit the ground running as a new business owner. Connect with Kevin on LinkedIn and at ApolloAmerican.net, and Jordan at WSWealthManagers.com

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    1 hr and 4 mins
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