This is Episode #1 and you’ll hear Host Jordan Rodriguez interview Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank. Watch the video episode on YouTube and listen to the audio episode on Apple Podcasts, Spotify, and your other favorite podcast spots – Follow and leave a 5-star review if you’re enjoying the show!
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Learn more about Price Discovery: Money & Mindset
Price Discovery: Money & Mindset Episode #1: Being an Elite Operator with Jon Park, Westfield Bank
Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio’s largest community banks. He currently serves as a Director of 4 corporations - 2 as Chairman - and works with business owners, CEOs, and CFOs as an advisor, coach, and independent sounding board on business strategy, financial, acquisition, and talent matters. Hear how to make hiring decisions, your most important responsibilities as an operator, how to find organic growth opportunities, what to look for in an executive assistant, and the biggest misconceptions about being a CEO. This episode covers everything from being an operator to leadership. Here’s a small sample of what you will hear in this episode:
What’s led to Jon’s success?
How should you go about hiring decisions?
What were the typical KPIs for employees?
How do you find acquisition opportunities?
What characteristics should you look for in an executive assistant?
Why did Jon step down from his role as CEO?
What is Jon Park Advisory Services?
How do you plan your day as a CEO?
Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com.
Check out the episode and show notes below for much more detail.
Show Notes
Being an Elite Operator with Jon Park, Westfield Bank
[0:17] Welcome to Price Discovery: Money & Mindset
[0:47] Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com
[1:38] What’s led to Jon’s success?
[3:08] What skills does he wish he developed earlier?
[5:03] How should you go about hiring decisions?
[8:22] What were the typical KPIs (Key Performance Indicators) for employees?
[10:54] What were Jon’s roles as he progressed in his career at Westfield Bank?
[13:28] How do you find acquisition opportunities?
[17:08] What was Jon’s most important relationship at the bank?
[18:54] What characteristics should you look for in an executive assistant?
[20:48] What’s a day in the life of a CEO (Chief Executive Officer)?
[21:52] First Things First by Stephen Covey
[23:32] What were Jon’s priorities as CEO?
[25:18] Why did he step down from his role as CEO?
[27:15] What is Jon Park Advisory Services?
[28:32] CFO (Chief Financial Officer)
[28:52] What’s a common misconception about being the CEO?
[31:02] Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com
[31:28] Subscribe to Price Discovery: Money & Mindset on your favorite podcast platform and YouTube, and learn more about Jordan at WSWealthManagers.com
[31:38] Price Discovery: Money & Mindset is brought to you by Wernick Spear Wealth Managers and Chagrin Valley Business Strategies. Opinions expressed by Jordan and guests are their own and do not represent investment advice, solicitation, or the like.
What is Price Discovery: Money & Mindset?
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 Managers.
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