Jay Leonard is a Managing Director in Bernstein Private Wealth Management’s Chicago office, where he helps lead strategy and growth in Chicago and the Midwest markets.  As a Principal of the firm & co-leader of the business owner and entrepreneur task force, he also advises clients and their professional advisors regarding asset allocation, investment strategy, tax & estate planning, cash management, business transactions, and charitable giving plans. In advising the complex needs of business owners, entrepreneurs, and corporate executives, Jay and his team are fully supported by the breadth and expertise of Bernstein’s wealth strategies group and family engagement team.  He has extensive experience working with Foundation & Institutional clients as well. Before joining Bernstein in 2009, Jay was a private wealth advisor at Morgan Stanley Private Wealth Management, advising the firm’s largest private clients.  Earlier, he was a strategy consultant with Marsh & McLennan, and before that, a research & trading analyst with the global equity derivatives group at Credit Suisse. Jay earned an MBA from Kellogg School of Management at Northwestern University and a BA in finance and economics from Bucknell University, where he also competed as a Division I swimmer.  Jay serves on the board of directors for YPO Chicago-Windy City Chapter and on the membership engagement committee for the Economic Club of Chicago.  Additionally, he serves on the board of Entrepreneurial Youth Experience (E.Y.E) at Chicago Hope Academy and is chairman emeritus for the Boy Scouts of America, National Eagle Scout Association (NESA)-Chicago.  He lives in Wilmette, IL, with his wife, Tyra, and their two children.  Jay is an avid triathlete, cyclist, and loves to surf the oceans whenever offered the opportunity outside of the Midwest.  Despite his Chicago ties, Jay can often be found rooting for Philadelphia sports teams, his hometown. 

In this episode, Philip and Jay Leonard discuss: 

• Success starts with intention. 
• Relationships drive growth.
• Growth lives outside your comfort zone.
• Grit matters more than fear.

Lightbulb Moments:

• Planning, focus, and the willingness to say no help clarify your path and protect your most valuable asset—time.
• Strategic partnerships and genuine personal connections are powerful tools for building trust and expanding your business.
• Whether it’s trying stand-up comedy or seizing an unexpected opportunity, stepping into the unknown fuels learning and resilience.
• Fear can motivate, but it's grit, hustle, and a commitment to continual learning that sustain long-term success.

“When you’re first starting out, all you have is time. Make the most of it and put yourself in a position to get lucky.” - Jay Leonard

Connect with Jay Leonard: 

Website: https://www.bernstein.com/about-us/locations/chicago/jay-leonard.html 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Phil Fornaro discusses the importance of attention to detail in today's fast-paced society, noting how distractions from technology can hinder focus. He emphasizes the value of reading physical newspapers and books to enhance concentration and comprehension. Phil shares a personal anecdote about his cousin, Mark, who was able to improve his litigation document quality by printing and reviewing drafts multiple times. He also highlights the significance of maintaining high standards in professional work, such as avoiding grammatical errors in client communications. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Dr. Olivia Hsu Friedman is the owner of Amethyst Holistic Skin Solutions and practices Traditional Chinese Medicine Dermatology, utilizing only herbal medicine in Chicago, Illinois. She earned a Doctorate in Acupuncture and Chinese Medicine from Pacific College of Oriental Medicine, a diploma in Traditional Chinese Medicine Dermatology from Avicenna UK, and an MSOM from National University of Health Sciences (NUHS). She is also a board-certified NCCAOM Diplomate of Oriental Medicine (Dipl OM).

Before serving as the Chair of the American Society of Acupuncturists (ASA), Dr. Friedman was one of two Illinois delegates to the ASA and served on the Illinois Society of Acupuncturists as Vice President. She serves on the Advisory Board of LearnSkin, the faculty of the Chicago Integrative Eczema Support Group sponsored by the National Eczema Association, and the NUHS Presidential Alumni Advisory Board. 

In this episode, Philip and Dr. Olivia Hsu Friedman discuss: 

• Navigating the journey of clarity 
• What true work feels like 
• Investing in your whole health 
• Integrity and lifelong learning 

Lightbulb Moments:

• Career clarity is a journey, not a destination. Discovering your true passion takes time, curiosity, and conversations with others; patience is essential in this unfolding process.
• True work sustains rather than drains. If your job depletes you, it may be misaligned; fulfilling work should energize you and support your well-being.
• Whole health includes mind, body, and connection. Physical and mental health are deeply intertwined, and meaningful relationships are as vital as medicine in preserving wellness.
• Personal growth thrives on integrity and lifelong learning. Staying open to change, aligning with your values, and seeking care that truly listens are foundations for both health and fulfillment.

“You are not your job. You are so many more things than that. When you only think of yourself as a person in a relationship, you don't get the chance to expand yourself.” - Dr. Olivia Hsu Friedman

Check this Case Study: Treatment of Topical Steroid Withdrawal Syndrome with Traditional Chinese Medicine: A Case Series of 5 Adults

Connect with Dr. Olivia Hsu Friedman: 

Website: https://amethystacu.com/ 

Social Media: https://www.facebook.com/AmethystAcu 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Phil Fornaro discusses the importance of self-care and shares his personal experience with the Cleveland Clinic. He credits Jennifer Donnellan from the Health Network Foundation for connecting him to various health specialists. In February 2024, he underwent an extensive executive physical which motivated him to improve his health. He lost weight and started exercising. Phil highlights the benefits of early health detection and the support from his doctor, Ken Nelson, and other healthcare professionals. He also mentions the positive impact on his mental health and relationships including a trip to the Rock and Roll Hall of Fame and connections with financial professionals. Phil emphasizes the importance of health for overall well-being and success.

LBM Flash Moments 23: Phil’s Thoughts on The Power of Scheduled Sabbaticals and Quiet Time

https://podcasts.apple.com/us/podcast/lbm-flash-moments-phils-thoughts-on-the-power/id1748362429?i=1000677462604 

LBM Flash Moments 40: Dealing with Difficult People: Strategies for De-Escalation and Finding Common Ground

https://podcasts.apple.com/us/podcast/lbm-flash-moments-dealing-with-difficult-people/id1748362429?i=1000683920144 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

David J. Hrizak is a seasoned real estate leader with over $400 million in transactions across office, retail, industrial, medical, and residential sectors. An entrepreneur since 1999, he founded multiple companies—including Investment Property Consultants, Burzak Investment Group, and Streamline Construction & Development—delivering consistent returns through development, redevelopment, and investment projects. David’s expertise spans site analysis, entitlements, construction oversight, and financing. Today, he leads Streamline Capital Group, LLC, while also serving as Chairman of Oakwood Creative Care, supporting those impacted by Alzheimer’s disease and dementia. He lives with his family in Mesa, Arizona.

In this episode, Philip and David Hrizak discuss: 

• Embracing adversity
• Commitment to learning
• Integrity in business
• Resilience and giving back

Lightbulb Moments:

• Embrace adversity as an opportunity to refocus priorities, rediscover purpose, and pursue work that creates a lasting impact.
• Stay humble by seeking out learning in every room, investing consistently in personal development, and professional growth.
• Build a business rooted in integrity, choosing long-term value, fair dealings, and loyalty over short-term gains.
• Prepare for inevitable challenges, give back to the community, and use hardships as stepping stones to greater resilience.

“I don't know what I don't know. You learn every day of your life. If you're not learning, you're doing something wrong. And I like to walk into the room being the dumbest person in the room so I can learn the most from people who have better experience, better knowledge than me.” - David Hrizak

Check out Streamline’s current Real Estate Fund, Streamline Investment Group Fund III, by clicking on this link: Streamline Investment Group III LLC

Connect with David Hrizak: 

Facebook: https://www.facebook.com/thestreamlinecompanies 

LinkedIn: https://www.linkedin.com/in/david-j-hrizak/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Meet Grant Branch, the Traveling Engineer. He is the CEO of Kamflex, and a global leader in data analytics, robotic systems, and automation. A welding robot engineer by trade, Grant is the consummate entrepreneur. His first business, GATT Corporation, was launched in Lago, Italy, right outside of Milan, as a service provider for robots at the age of 21. Shortly thereafter, upon returning to the States, Grant formed Automated Manufacturing Technology (AMT), a robot system integrator that provides welding, machine tending, and assembly robotic systems to the automotive and aerospace Industries.

In 1991, the two companies merged, and over the past 30+ years, Grant’s leadership has generated millions of dollars in revenue, and he has led acquisitions of four leading companies. Grant believes that “the future of today is now.” He understands that technology helps to transform and provide solutions to solve production problems. His goal at Kamflex is clear: to drive clients and customers toward the future, with solutions for the future. In addition to being CEO, Grant also serves as Associate Minister at his church. Grant and his wife, and two sons have traveled to Africa, Asia, and Europe on mission trips. Grant also coaches baseball, basketball, and football.

Since then, Kamflex has crafted top-notch systems and products to deliver solutions to companies nationwide. We’re proud to be a solution-driven innovator of merging machine automation with machine learning and artificial intelligence, and data analytics.

In this episode, Philip and Grant Branch discuss: 

• Customer-driven scaling.
• Automation upskills workers.
• Strategic business buying.
• Infrastructure and trade growth.

Lightbulb Moments:

• Unlock growth by directly asking major customers how to better serve and scale alongside them.
• Embrace technology and automation as tools to elevate workers into higher-skilled, better-paying roles.
• Seek acquisition opportunities among aging owners without succession plans—remember, everything has a price.
• Invest in infrastructure and skilled trades to tap into rising demand and build a future-ready workforce.

“It's always better for the whole if we put our minds together and work to solve problems.” - Grant Branch

Connect with Grant Branch: 

Website: https://kamflex.com/ 

LinkedIn: https://www.linkedin.com/in/grant-branch-iii-747583139/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the impact of making connections and networking, sharing a personal story about playing paddle tennis, and the importance of stretching. He emphasizes the positive effects of helping others, recounting how assisting with job connections and a food business model improved his mood. Phil encourages listeners to focus on activities that bring joy, especially during tough times. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

President of RIM Logistics, Robert Mueller, is driven by a passion for inspiring creativity and challenging the status quo. Following in his father’s footsteps, he built his career in logistics by forging strong client networks and later took the helm of the family business after his father's passing. Mueller was instrumental in expanding RIM’s presence in Asia, living in Hong Kong for nearly a decade before returning to lead the company through major transformations, including the COVID-19 era. Under his leadership, RIM has earned accolades for promoting diversity and now boasts a workforce that is over 50% female. Beyond RIM, Mueller serves on the board of Uniforce, supporting family-owned businesses competing on a global stage.

In this episode, Philip and Robert Mueller discuss: 

• Giving value beyond pricing
• The foundation of true success
• Differentiating yourself
• Guiding your team through short-term visions

Lightbulb Moments:

• Adapt to customer needs, find solutions, and bring value beyond pricing.
• Build strong relationships and networks as the true foundation of success.
• Differentiate through unique experiences, global perspectives, and constant learning.
• Align teams with clear short-term visions and embrace challenges as catalysts for growth.

“Your network is your net worth. You can never have too big a network. People are still making decisions, and will be for a long time. And if you don't have those human relationships, you're gonna have a real hard time being successful.” - Robert Mueller

Connect with Robert Mueller: 

Website: https://www.rimlogistics.com/ 

LinkedIn: https://www.linkedin.com/in/robert-mueller-a917b131/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses his son Joey's wrestling journey, highlighting his resilience and achievements at Elmhurst University. He then transitions to elevator pitches, emphasizing the importance of tailoring them to specific audiences. Phil advises against a one-size-fits-all approach, suggesting that pitches should address the listener's pain points and provide value. He shares his elevator pitch, focusing on providing comprehensive legal services and business advice. Phil also stresses authenticity, not forcing conversions, and offering value even if it doesn't lead to immediate business. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Join us and help raise awareness and funds for BEDS Plus to assist survivors of domestic violence with housing and supportive services.

Tickets will be $30 per person. 10% of the proceeds from the evening will be donated to BEDS PLUS. You can purchase tickets at: 5th Annual Road To Independence Fundraiser - Campaign

Your ticket includes live music, one complimentary drink, a Harley-Davidson photo booth, a food truck, and a GREAT vibe!

When: Thursday, May 1,2025, at 6:30pm

Address: Imperial Oak, Ogden Ave. Brookfield

Check out the Road To Independence Fundraiser by clicking here:

https://beds-plus.org/road-to-independence-fundraiser/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Steve Jasinski is a seasoned real estate broker dedicated to his clients' success. Committed to building lifelong relationships rather than mere transactions, Steve serves each buyer and seller with personalized attention, compassion, and integrity. His deep understanding of financial services, including mortgages and construction loans, enhances his ability to estimate home values and project market trends effectively. Steve's clients often become lasting friends, welcomed into his growing professional family.

In this episode, Philip and Steve Jasinski discuss: 

• Lead with purpose
• Building the best team
• Communicating consistently
• Growing through adversity

Lightbulb Moments:

• Anchor your efforts in a meaningful mission. Prioritize impact over applause, and let service guide your ambition.
• Surround yourself with the right people, delegate well, and bet on your own potential. Success favors those who trust themselves and their team.
• Speak truth, even when it's hard. Nurture your network, maintain open channels, and be clear, direct, and present.
• Adapt with resilience, learn from mentors, and stay rooted in community. Strength comes not just from surviving storms, but from growing stronger because of them.

“We're not doing it for the applause, we're doing it for the cause.” - Steve Jasinski

Connect with Steve Jasinski: 

Website: https://www.jhtrealtors.com/ 

Facebook: https://www.facebook.com/jasinskihometeam 

Instagram: https://www.instagram.com/jasinskihometeam/ 

LinkedIn: https://www.linkedin.com/company/jht-at-bhhs-chicago 

TikTok: https://www.tiktok.com/@jasinskihometeam?is_from_webapp=1&sender_device=pc 

YouTube: https://www.youtube.com/@jasinskihometeam 

LinkTree: https://linktr.ee/jasinskihometeam 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil Fornaro discusses the importance of effective takeaways in sales and business development. He emphasizes the need to layer conversations, take detailed notes, and follow up promptly. Phil explains that proper takeaways demonstrate listening skills, provide a plan of action, and ensure accountability. He advises sending a recap email immediately after a meeting to reinforce commitments and next steps. Phil also highlights the significance of addressing client pain points and connecting them with relevant experts. He concludes by encouraging practice and continuous improvement in client interaction techniques.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Ian Duignan began his career in Dublin as a bar manager, gaining early industry insights before transitioning to sales during the economic recession. At Arnotts, he quickly rose to managerial level, achieving €1.3 million in annual sales. He then joined Apple as a top-trained sales executive, refining his expertise in customer engagement and brand strategy.  At Audi, Ian became a top-performing sales executive, breaking records in both Dublin and London’s flagship dealership. He later joined Fulham FC as Commercial Manager, securing sponsorships with Audi, Grosvenor Casinos, and Sipsmith, and was promoted to Senior Sponsorship Sales.  Beyond Fulham, Ian co-founded BITAx, a UK-Ireland trade network, and launched Black Pearl Partners, a luxury brand partnership agency. He consulted for The Nth Degree Club, working on collaborations with Michelin Guide Great Britain & Ireland and The Restaurant Association’s Savoy Gala Dinner. He later joined Whiskey & Wealth Club, facilitating key partnerships.  In late 2019, Ian became Commercial Director of Craft Irish Whiskey, leveraging his luxury network to secure collaborations with Michelin and Fabergé. He played a pivotal role in The Emerald Isle Collection, featuring 30-year-old Irish whiskey and bespoke Fabergé creations, which sold for a world-record $2 million.  Appointed Managing Director and Partner in June 2020, Ian works alongside Founder Jay Bradley to position Craft Irish Whiskey as a luxury leader, overseeing global expansion into the US, Asia, and Australia while driving new whiskey and spirits development.

In this episode, Philip and Ian Duignan discuss: 

• Create demand through scarcity and craftsmanship
• Build with passion, not just credentials
• Think long-term: strategic partnerships and patient growth
• Embrace the chaos and stay aligned

Lightbulb Moments:

• Use limited availability and traditional methods to make your product desirable. As seen with Craft Irish Whiskey, controlled distribution and artisanal quality can set you apart in a crowded market.
• Hire for cultural fit and enthusiasm over experience. A team that believes in your vision will drive momentum and innovation more effectively than one focused solely on qualifications.
• Prioritize synergy over short-term wins. Lasting success comes from nurturing meaningful relationships and understanding that premium products and brands require time and patience to mature.
• Entrepreneurship is unpredictable, like building a plane mid-flight. Align your sales and marketing teams, stay passionate, and approach challenges with the mindset that setbacks can be setups for future breakthroughs.

“Facts tell, but stories sell. You have to have the facts, but you also have stories to support it.” - Ian Duignan

Connect with Ian Duignan: 

Website: craftirishwhiskey.com, leportiercognac.com 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Meet Lauren Massarella and Michelle Anderson, founders and CEO’s of the cozy wellness platform and lifestyle brand, The Sister Project. They are also the producers and hosts of the popular leisure podcast, Cozy Conversations with The Sister Project. Cozy Conversations with The Sister Project can best be described as info-tainment. These real-life, Midwestern sisters discuss their lives, what they’re reading, watching, listening to, and news they think you should know. Their commitment to cozy, mindful, well-being is strewn throughout every episode. It is funny, raw, and inspiring. The Sister Project’s mission is to encourage folks to slow down, care less, and do a little more of nothing. Doing this makes it easier to seek joy in the simple pleasures of life.

In this episode, Philip, Lauren, and Michelle discuss: 

• Prioritize self-care and slow down
• Be authentic and set boundaries
• Consistency and persistence are key to success
• Life is about continuous learning and growth

Lightbulb Moments:

• Don't wait until you're experiencing burnout to take action. Take daily breaks, step away from work, and recognize that constantly being busy is not a badge of honor.
• Learn to say no, prioritize yourself, and understand that putting your own needs first is crucial for maintaining mental health and supporting those who depend on you.
• Whether in podcasting or business, stay true to your message, be persistent in pursuing opportunities, and don't take "no" for an answer until it's a definitive rejection.
• Use all the tools in your toolbox, be kind to yourself, and understand that your perspective and approach will evolve as you gain more life experience. Remember, there's more to life than increasing its speed.

“Once you prioritize yourself, your relationships thrive…” - Lauren Massarella

“We have a choice, and all of the ways in which we can live a better, more well-rounded, healthy, enriching life are totally accessible.” - Michelle Anderson

Tune into Lauren and Michelle’s podcast, Cozy Conversations with The Sister Project, wherever you stream podcasts. New episodes are released every Thursday. Check it out by clicking on this link: https://cozyconversationswiththesisterproject.com/ 

Connect with Lauren Massarella and Michelle Anderson: 

Website: www.cozyconversationswiththesisterproject.com 

Instagram - @thesisterproj

Facebook - @thesisterproject

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of effective communication and layering conversations to ensure understanding and engagement. He emphasizes the value of interrupting politely to clarify points and the benefits of writing down key details during conversations. Phil shares his method of mentally organizing information and revisiting topics to maintain a connection. He highlights the significance of making mental connections early in conversations and the importance of repeating key points to make the other person feel valued.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

A Senior Partner at Schiller DuCanto and Fleck LLP, Anita attended the University of Michigan and graduated from the College of Law at DePaul University.  A Fellow of the American Academy of Matrimonial Lawyers, Anita currently serves as Counsel. She serves on the Board of the American Bar Association Family Law Section Trial Advocacy Institute and sits on the American Bar Association Board of Governors on behalf of the Section of Family Law, having chaired the Family Law Section and served multiple terms as Section Delegate.  She’s been consistently named in Best Lawyers in America, Illinois Super Lawyers, and the Leading Attorneys Network, and various “Top” lists in publications.  She writes and lectures primarily on trial techniques and business valuation.  For her Bar Association Service Record and other accolades and achievements, please visit Schiller DuCanto and Fleck’s web page SDFLAW.com and connect with her on LinkedIn or Facebook.

In this episode, Philip and Anita Ventrelli discuss: 

• Business and Personal Life Intersection
• Proactive Planning and Collaboration
• The Importance of Communication
• Decision-Making Principles in Business Ownership

Lightbulb Moments:

• Success in business and life is interconnected; lessons, energy, and strategies flow seamlessly between personal and professional realms. Effective communication is a universal skill that strengthens relationships in both domains.
• Thoughtful planning for worst-case scenarios is essential. Legal, personal, and professional decisions benefit from diverse perspectives—collaborating with interdisciplinary experts ensures comprehensive solutions that account for future implications.
• Communication is a skill to be honed. Clear, timely discussions—especially difficult ones—prevent conflicts. Mentorship and live interactions foster growth, making communication invaluable in all relationships.
• Prioritize informed decisions by understanding all consequences, seeking advice, and planning for legal complexities. Ownership structures and agreements should be thoughtfully designed to withstand personal and professional challenges.

“What you do in business can help you in life. The reverse is also true, that energy flows both ways.” - Anita Ventrelli

Connect with Anita Ventrelli: 

Website: https://sdflaw.com/team/detail/anita-ventrelli 

Facebook: https://www.facebook.com/anita.ventrelli 

LinkedIn: https://www.linkedin.com/in/anita-ventrelli-00056413/ 

Instagram: instagram.com/anitaventrelli 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Phil discusses the importance of authenticity, emphasizing the need to be true to oneself rather than trying to emulate others. He highlights the positive response from listeners and the impact of his content on their daily lives. Phil plans to continue improving the podcast by incorporating feedback and inviting guests who align with his values. He also previews an upcoming episode featuring Anita Venterlli, a family law attorney, who will provide valuable insights for business attorneys and entrepreneurs on navigating family law issues. Phil encourages listeners to embrace their authentic selves for credibility and confidence.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Brian Rosen is a leading expert in private equity, specializing in the adult beverage industry. As General Partner of InvestBev, he has grown the firm into the largest private equity platform in the alcohol sector, managing over $200 million in assets and $100 million in private credit. Brian's visionary leadership and deep industry expertise have driven successful investments, including the growth and acquisition of prominent beverage brands and distilleries.

A third-generation beverage industry veteran, Brian is renowned for merging financial acumen with innovative solutions, such as equity and credit financing, barrel inventory insurance, and M&A advisory. These efforts have made InvestBev a trusted partner across the industry. With a proven track record, Brian continues to shape the future of the alcohol beverage market while delivering exceptional value to investors and partners.

In this episode, Philip and Brian Rosen discuss: 

• Considering investment in Bourbon/Spirits 
• The Power of Authentic Networking
• The Importance of Late-Life Learning
• Timing and Readiness for Growth

Lightbulb Moments:

• Investing in bourbon and spirits offers a non-correlated asset class, with alcohol consumption remaining steady irrespective of economic factors such as interest rates, unemployment, or political changes.
• Effective networking requires thorough preparation, genuine relationship-building, and a willingness to learn. Often, the best opportunities come from unexpected connections.
• Lifelong learning is essential for entrepreneurs. Embracing guidance, recognizing past mistakes, and staying open to mentorship can unlock new opportunities.
• Mentors and opportunities often present themselves when you're mentally and practically ready to benefit from them. Being prepared enhances your ability to seize these chances.

“The more friends you have, the more you can learn from other people, the more you shut up and listen, the longer life you could have.” - Brian Rosen

Connect with Brian Rosen: 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Phil discusses the importance of passion in life, sharing personal anecdotes from his podcast and family experiences. He highlights how passion leads to joy and inspiration, citing gifts he received related to his podcast and family traditions. Phil emphasizes the significance of acknowledging others' passions and the energy created when passionate individuals interact.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Joanna Lago is a ten-year resident of La Grange Park where she resides with her husband, Felipe, and their two elementary-aged sons. When she is not carpooling her kids to soccer practice, coordinating block parties, helping her parents, LaGrange's Santa and Mrs. Claus, aka HOHOHoglund, book events in the area, or attending D102 meetings, she serves as Principal at Sherlock Elementary School, a Pre-K through 6th grade school in Cicero, IL. An enthusiastic, compassionate, and knowledgeable educational leader, Joanna has been a school principal for the past 8 years. Leading her school to improve their State Report card to "Commendable" status, Joanna has worked tirelessly to apply best practices in literacy instruction which led to a significant increase in student achievement data. This year, Joanna is bringing her expertise as an educator to her own community, hopeful she will have the opportunity to serve on District 102's Board of Education. Join Joanna in advocating for our community's future.

Jamie Zaura was appointed to the Board in 2015 and elected in 2017. Ms. Zaura is a licensed architect and co-founded her firm, 845 Design Group, in 2013. 845 Design Group is a certified Women-Owned Business and specializes in commercial architectural design. Ms. Zaura received her undergraduate degree at the University of Illinois of Chicago and soon after completed a Masters of Business Administration. Ms. Zaura was formerly a member of the Sustainable Commission and served on the La Grange Park Zoning Board of Appeals for four years. Serving on the Board of Trustees has always been a goal of Ms. Zaura. As an architect with extensive experience working on public projects, she understands the importance of community involvement and creating an environment that will serve the community as well as future generations.

In this episode, Philip, Joanna Lago, and Jamie Zaura discuss: 

• Applying Business Strategies to Education: 
• Innovative Teacher Recruitment and Support:
• Community and Civic Engagement:
• Economic Development and Local Highlights:

Lightbulb Moments:

• You can bring business principles into education by using diverse metrics, like state tests, perception surveys, and teacher morale, to measure student achievement. You also play a crucial role in tackling post-pandemic challenges like mental health and learning gaps with a strategic approach.
• You can explore creative ways to strengthen the teaching workforce, such as recruiting bilingual teachers from places like Puerto Rico or offering incentives like education funding to attract and support educators.
• You have the power to make a difference by volunteering for school board or trustee positions and fostering accountability in education. By engaging with your community, you contribute to shaping local governance and supporting educators.
• You can be part of driving growth in small municipalities by supporting initiatives like expanding parking and attracting businesses. And don’t forget to appreciate local gems, like the highly recommended Freddy’s restaurant in Cicero.

“Shooting for the stars is not a bad thing.” - Joanna Lago

Connect with Joanna Lago: 

Website: https://lago102.com/ 

Early Voting takes place from 3/17/25-3/31/25 at Brookfield Village Hall (8820 Brookfield Ave Brookfield, IL) or Lyons Village Hall (4200 S Lawndale Ave Lyons, IL)

Connect with Jamie Zaura: 

Website: https://845designgroup.com/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Brent Hutto is a transportation and logistics professional with more than 20 years of leadership in sales and marketing. His focus includes brand consulting with Fortune 500 companies with specific experience in product development, distribution channel management, marketing communications, and research. He has been happily married to his wife Teresa for 24 years, and they have six children.

In this episode, Philip and Brent Hutto discuss: 

• Be Coachable
• Trust is Earned Through Actions
• Trucking is a Critical Industry
• Find Joy in Serving Others

Lightbulb Moments:

• Brett Hutto emphasizes the importance of being open to learning and advice. His father taught him that being coachable allows people to receive the best guidance to become a better version of themselves.
• Trust is not something you declare, but a result of how you conduct yourself. Leaders must demonstrate their commitment to their team's success through sacrificial service and genuine care.
• The transportation sector is essential to the economy, with 80% of freight moved by trucks. The industry is heavily influenced by regulations and economic cycles, making adaptability crucial.
• Brett's greatest source of fulfillment comes from helping others achieve their goals. As Zig Ziglar said, "If you'll spend your life helping people get what they want, they'll help you get everything you want."

“When the heart is open, it's ready to hear what it needs, like criticism and great advice. It's ready to hear things that can fundamentally help that person transform into what they already have the capability to do, they just hadn't seen it yet.” - Brent Hutto

Connect with Brent Hutto: 

Website: https://truckstop.com/ 

LinkedIn: https://www.linkedin.com/in/brent-hutto-b484038/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of career fulfillment and how to achieve it. He shares a conversation with a nurse who feels unfulfilled due to the fast-paced, profit-driven nature of modern healthcare. Phil advises the nurse to identify her sources of happiness and fulfillment, consider sabbaticals, and plan for future changes. He emphasizes focusing on success rather than failure and highlights the need for continuous personal fulfillment as people live longer. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Kris Lonsway, Ph.D. is an organizational psychologist, executive coach, and speaker with over 25 years of experience helping leaders and executive teams navigate change, develop talent, and drive performance. She is the Founder and CEO of The Lonsway Group, which accelerates leadership and organizational effectiveness for a wide range of clients. Thousands of professionals have benefited from her coaching, workshops, and keynote presentations, as well as insights from her monthly newsletter, Mindset Matters, which shares practical leadership and self-improvement strategies. Her forthcoming book, Mindful Leadership, is a practical guide to self-awareness, self-leadership, and leading others with intentionality— helping leaders build resilience, trust, and influence while bringing out the best in their teams. Earlier in her career, Kris held leadership roles at BP, CME Group, ABN AMRO, Accenture, and a marketing start-up, always focused on helping people achieve their highest potential. Committed to giving back, Kris has served on multiple nonprofit boards and committees, including her local school board in the La Grange area, Community Memorial Foundation, and the Alzheimer’s Association Illinois Chapter Research Committee. She is also the Founder and President of OptWell, a nonprofit dedicated to inspiring health and wellness in Chicago’s western suburbs through education, access to resources, and social support. Kris holds a Ph.D. and M.A. in Industrial/Organizational Psychology from the University of Illinois and a B.S. in Psychology from Texas A&M University. She also holds multiple leadership coaching and assessment certifications. Outside of work, Kris is passionate about family, Alzheimer’s prevention, health & wellness, tennis, pickleball, and quality sleep.

In this episode, Philip and Kris Lonsway discuss: 

• Why leaders need to be self-aware
• The benefits of having a diverse team 
• Insights on healthy aging 
• A better way to grow your business 
• The power of feed-forward

Lightbulb Moments:

• Understanding that most leaders don't fully know their own pain points or blind spots, and that self-awareness is the foundational skill for emotional intelligence and effective leadership.
• Recognizing that founders often make the mistake of hiring people just like themselves, instead of building diverse teams that complement their skills and creating psychological safety for open communication.
• Learning that 45% of dementia cases are preventable through lifestyle choices, and that proactive health strategies can significantly reduce the risk of Alzheimer's.
• Realizing that business expansion isn't just about scaling services, but about building relationships, providing value, and being willing to help others even without immediate financial gain.
• Understanding the power of the "feed-forward" concept - asking for ideas on improvement rather than dwelling on past performance, which creates a more positive and constructive dialogue.

“Self-awareness is one of the most foundational skills for all leaders and humans. In my opinion, it's so critically important that it's one of the main core skills for emotional intelligence.” - Kris Lonsway

Connect with Kris Lonsway:

Website: https://krislonsway.com/ 

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

Facebook: https://www.facebook.com/krislonsway 

Connect with OptWell: 

Website: https://www.optwell.org/ 

LinkedIn: https://www.linkedin.com/company/optwellorg/posts/?feedView=all 

Facebook: https://www.facebook.com/profile.php?id=61571646827587 

Instagram: https://www.instagram.com/optwellorg/

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

Phil Fornaro warns about the rise of sophisticated scams, emphasizing the importance of vigilance, especially with the advent of advanced technologies like ChatGPT. He shares personal experiences of intelligent individuals being scammed and advises against sending Bitcoin or other cryptocurrencies in response to scams. Phil suggests letting unknown calls go to voicemail, verifying emails with colleagues, and having an IT consultant handle cybersecurity issues. He also stresses the importance of cyber insurance and open communication within teams.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

In this episode, Phil discussed the importance of being adaptable and not getting attached to outdated or ineffective strategies. He explores the value of continuously evolving processes and systems for better efficiency and outcomes, even if it means abandoning familiar approaches. Additionally, Phil emphasizes the need to avoid complacency and actively advocates for advancement, embracing change as a means of growth and improvement.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

David Horbenko is a Business Performance Advisor with Insperity, where he provides a service-based, technology-rich human resource solution for growing business needs designed to maximize productivity and minimize risks for companies. David also runs a professional business association with over 2,000 members through Level Up Social Club.

In this episode, Philip and David Horbenko discuss: 

• Network with Industry Leaders
• Embrace Uncomfortable Growth
• Clear Vision and Generosity
• Focus on Your Community

Lightbulb Moments:

• Engage with the best people in your industry to gain insights and inspiration. Surrounding yourself with successful individuals can help you visualize your goals and provide a knowledge base to support your growth.
• Personal and professional growth often comes from stepping out of your comfort zone. If you're too comfortable, you might not be challenging yourself enough to grow and improve.
• Maintain a clear vision for your goals and give generously without expecting anything in return. This genuine approach will align with your true intentions and naturally lead to positive outcomes.
• Invest in your community and the crucial people around you. Building strong relationships and contributing to your community's well-being can significantly impact your personal and professional success.

“Invest in the product or solution that you're selling. You really have to spend the time and effort, researching on your own, and practicing the details of the solution that you do. Your company can't spoon-feed you everything. You've got to spend the time to read through the brochures, the documents.” - David Horbenko

Insperity helps you tackle HR hurdles, so you can spend more time growing your business. Message David directly at David.Horbenko@insperity.com to learn more.

Connect with David Horbenko: 

Website, Level Up Social Club: http://www.levelupsocialclub.com/ 

Website, Insperity: https://www.insperity.com/bpa/david.horbenko 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of making mental connections in networking, emphasizing that it requires effort to understand individuals and find common ground. He highlights techniques such as asking open-ended questions and building a roadmap of the other person's life. Phil stresses the value of listening and adding value, like offering helpful information or articles. He advises documenting interactions and following up to reinforce connections. Upcoming episodes will feature David Herbenko from Insperity, who will discuss HR solutions and networking strategies. Phil encourages listeners to engage with the LBM community for support and to apply these techniques to enhance their networking skills.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Jerry Holisky is a seasoned business lawyer with Aronberg Goldgehn, a full-service business law firm with offices in Chicago and Wheaton, Illinois. He focuses on the legal concerns of middle-market companies and their owners, frequently serving as the company’s outside general counsel. Jerry is a highly experienced mergers and acquisition attorney. In addition, a large portion of his practice is concentrated on Business Divorce, including strategic planning and counseling, advising on squeeze-outs, freeze-outs, and other involuntary transactions, managing litigation, and mediating/resolving ownership disputes. Jerry is a co-founder and current co-chair of the Chicago Bar Association’s Committee on Business Divorce and Complex Ownership Disputes. He has been an active member of the Institute of Illinois Business Laws, an organization which for forty years has drafted most of the business entity legislation in Illinois. Jerry is currently Co-Chair of Aronberg’s Business Divorce practice group. He previously served as the Firm’s Managing Partner from 2015-23, and before that was Chair of the Firm’s Business Law & Transaction practice.

In this episode, Philip and Jerry Holisky discuss: 

• How beneficial owner reporting just became a dead letter for most U.S. companies and U.S. citizens
• The tortured history of the Corporate Transparency Act: how we got here 
• What’s next for the CTA: legislation, regulation, the Courts

Lightbulb Moments:

• Be aware of the concerning revelation that the Government Accountability Office's audit disclosed that FinCEN has already granted access to the beneficial ownership information database to over 200 agencies. This raises significant privacy and security concerns that you should consider when deciding whether to voluntarily file beneficial owner reports. 
• If you have already filed beneficial owner reports with FinCEN and then the Corporate Transparency Act is ultimately ruled unconstitutional, there may be potential for your business to seek damages and attorney's fees. 
• Recognize the complexity of the political and legal landscape surrounding the Act, with various actors (litigants, courts, agencies, legislators) involved. This makes it difficult to predict the ultimate future of the CTA, so you'll need to stay vigilant and adaptable as the situation continues to evolve, especially if you are a foreign (non-US) company, or a US company with foreign owners. 

“If you are a US company with no foreign owners, there is a zero chance there will be any consequences for not filing beneficial owner reports with FinCEN by March 21 and, most likely, for the rest of Trump's term. But if you are a foreign company, or a US company with foreign owners, gather all applicable reporting information now so you are ready to go when new reporting deadlines for foreign companies are announced.” - Jerry Holisky

Jerry Holisky is one of 2 attorneys that recently shared insight on what is the Beneficial Ownership Information (BOI) reporting deadline and what to expect.

To view the article, click the link: https://www.agdglaw.com/beneficial-ownership-information-boi-reporting-deadline-approaches 

Connect with Jerry Holisky: 

Website: https://www.agdglaw.com/jerry-holisky 

LinkedIn: https://www.linkedin.com/company/aronberg-goldgehn-davis-&-garmisa 

Facebook: https://www.facebook.com/AronbergGoldgehnDavisGarmisa 

Twitter: https://twitter.com/AronbergG 

Instagram: https://www.instagram.com/aronberggoldgehn?igsh=ZDRxazV6cGhnN3pu 

Email: JHolisky@agdglaw.com

Phone: (312) 755-3176

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Keith Dickens is the founding member of Dickens Technology Consulting Group, Inc. (DTCG, Inc.) He is an IT Consultant/Specialist with 40+ years of experience. He has established a formidable reputation for delivering efficient business solutions. His extensive experience has been marked by a commitment to excellence, innovation, and a deep understanding of the ever-evolving technological landscape. Keith participates in every aspect of Information Technology: Consultation, Implementation, Service & Support. Keith’s experience has allowed him to provide services to a diverse client base including municipalities, law firms, accountants, small businesses and individuals. Keith’s approach to business is building strong, trusting relationships with his clients.

In this episode, Philip and Keith Dickens discuss: 

• Embrace and Advance with Technology
• Customer Service and Community
• Know Your Limitations
• Effective Communication

Lightbulb Moments:

• Technology is essential for business advancement. It's important not to fear the unknown, and it's okay to fail sometimes. Ensure your IT consultant understands your business to tailor solutions effectively.
• Fulfill the needs of your customers, as satisfied customers are crucial for business success. This has been a recurring theme in the podcast, emphasizing the importance of customer satisfaction.
• Understanding your limitations is key to solving problems effectively and delegating tasks to professionals. This helps in addressing issues more efficiently and leveraging the strengths of others.
• Communicate clearly and effectively, especially for introverts. Effective communication can reduce the need for constant talking and helps in building better relationships, both professionally and personally.

“Work from the solution backwards. If you work it backwards, you ultimately come up with all the steps that it takes to what made it fail, how it got there, and ultimately how to fix it.” - Keith Dickens

Connect with Keith Dickens: 

LinkedIn: https://www.linkedin.com/in/keith-dickens-b83b9aa/ 

Phone: (773) 721-5274

Email: kgdickens@att.net 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil Fornaro discusses the importance of expectations, mentioning his firm's successful implementation of an expectation plan. He notes that focusing on one key expectation per person simplifies improvement. Phil also talks about the challenges of maintaining weekly meetings due to his busy schedule and how spreading them out has made them more enjoyable. He previews an upcoming episode with Keith Dickens, an IT consultant and strategic partner, who will discuss problem-solving techniques.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

As we gather to share heartfelt stories and support the mission of providing college and trade school scholarships and mentorship to local students who have lost a parent, we will also commemorate 12 years of impactful work that has already awarded over $1.993 million in scholarships to 268 deserving students who reside within Lyons Township High School District 204. Together, we will continue to make a difference in the lives of our Scholars and their families.

Legacy Guild 12th Annual Fundraiser:

Purchase Event Tickets, Donate or Buy Raffle Tickets: https://thelegacyguild.com/event/annualfundraiser/ 

Sat, March 8, 2025 at 7pm

Address:  The Elm - 23 West Harris, LaGrange

Featuring Live Music -  Semple Band and The Pigs Band 

Live and Silent Auctions and Raffles

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Joseph is the managing partner and founding member of Chicago based investment bank and restructuring firm Kreshmore Group. Joseph is primarily tasked with the oversight of the existing restructure and M&A platform, implementation of strategic initiatives, project management, and key client relationship management. Joseph steers Kreshmore’s overall vision with the help of a highly experienced advisory staff. Joseph’s background is a mix of restructure /corporate renewal as well as capital markets transaction advisory. In the restructure realm, Joseph specializes in liquidity management, crisis management, balance sheet restructure, and organizational change. In this capacity, Joseph has served as both an interim and fractional CFO as well as CRO. Through Kreshmore, Joseph has served in these roles for both private equity sponsored companies as well as family businesses. Over the course of his career Joseph has closed a multitude of transactions in virtually every industry with a special emphasis on transportation, multi-unit retail chains, clinical medicine, and distribution / wholesale. Joseph has been successful in pushing the fold of capital stack creativity by leveraging equity, complex subordinated structures, traditional financial offerings, and municipal incentives.

In this episode, Philip and Joe Wabick discuss: 

• Planning for Succession
• Be an Effective Listener
• Problem-Solving Strategy
• Personal Touch in Client Relations

Lightbulb Moments:

• It's crucial to plan for your business’s future by thinking ahead about succession. This involves securing support from professionals and being friendly with your clients to build strong, trusting relationships.
• Being an effective listener is essential. It requires effort and is not inherent to everyone, but it's vital for building strong connections and understanding clients' needs.
• Effective problem-solving involves eliminating unknowns, understanding the big picture, identifying pain points, and providing options and solutions to clients. This approach helps in running a recession-proof business.
• Treat clients as part of your community. Building friendly relationships can lead to better alignment, trust, and loyalty.

“We focus on what we can do well, and hiring individuals that can do the work in a best-in-class manner.” - Joe Wabick

Connect with Joe Wabick: 

Website: https://kreshmore.com/ 

LinkedIn: https://www.linkedin.com/in/joseph-wabick-6ba1985b/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of multiple income sources for business owners and employees, emphasizing the need to manage income taxes and deductions effectively. He shares insights from his father, who worked in various trades and real estate to ensure financial stability. Phil highlights his own diverse investments, including limited partnerships, real estate, and alternative investments, which provide significant deductions and financial security. He advises maximizing 401(k) plans and preparing for a longer lifespan. Upcoming episodes will feature Joe Wabick, who specializes in commercial workouts, mezzanine financing, and mergers and acquisitions.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Adam Codilis is a legal professional specializing in the banking and default services industries, with extensive expertise in mortgage law, real estate law, default litigation, defense of consumer litigation, title insurance, and regulatory/compliance issues. Alongside his legal practice skills, Adam possesses substantial experience in management and enjoys collaborating with a team of leaders to provide outstanding, forward-thinking legal services to his clients. In addition to his banking and real estate practice, Adam takes pleasure in working with businesses and leaders in his community to find smart solutions to the challenges they face together.

In this episode, Philip and Adam Codilis discuss: 

• Embrace New Experiences and Seek Guidance
• Prioritize and Learn from Failures
• Be Present and Thoughtful
• Persistence and Inspiration

Lightbulb Moments:

• Being open to trying new things and stepping out of your comfort zone can lead to growth, especially when you have mentors and accountability partners to provide guidance and feedback.
• It's important to recognize when to say "no" to avoid overcommitting. Embrace mistakes as learning opportunities and cultivate a positive mindset to grow from failures.
• Slow down and appreciate the present moment amidst the busyness of life. Be mindful of your words and actions, as they can have a significant impact on others.
• Maintain a strong personal philosophy or faith to guide your decisions. Stay persistent in the face of challenges and seek inspiration from diverse sources to keep motivated.

“A good rule of thumb, especially when you're starting, is stick to what you know.” - Adam Codilis

Connect with Adam Codilis: 

LinkedIn: https://www.linkedin.com/in/adam-codilis-72b70a37/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

About W. David Prescott: He is a licensed geologist and environmental consultant with over 30 years of experience balancing environmental responsibility and economic growth. He holds a Master’s in Environmental Science, an MBA, and is pursuing a Ph.D. in Agricultural Science. His expertise spans groundwater protection, site remediation, and regulatory compliance across complex projects nationwide.

A firm believer in market-driven sustainability, Prescott advocates for capitalism and meritocracy as drivers of innovation and ecological progress. He serves on multiple boards, shaping policy at both the community and state levels. Through leadership and scholarship, Prescott demonstrates how environmental stewardship and economic vitality can thrive together.

About Michael Ashley: Michael is a former Disney story consultant and screenwriting professor at Chapman University. He has written over twenty books on numerous subjects, including four bestsellers. He recently co-authored Own the A.I. Revolution: Unlock Your Artificial Intelligence Strategy to Disrupt Your Competition (McGraw-Hill). The United Nations hosted the book launch at its AI for Good Global Summit in May. It has since been named by Soundview as one of 2019’s top business books. Michael also recently published It’s Saturday Morning: Celebrating the Golden Era of Cartoons (becker&mayer).

A columnist with Forbes, Entrepreneur, and Green Entrepreneur, Michael began his career as a reporter for the Columbia Missourian. He has been featured in Entertainment Weekly, the National Examiner, the United Nations’ ITU News, the Orange County Business Journal, and the Orange County Register. Michael serves as a professional speaker, delivering keynotes to business groups and guests on thought leader panels.

In this episode, Philip, W. David Prescott, and Michael Ashley discuss: 

• Lifelong Learning & Purposeful Careers
• Environmental Policy & Business Strategy
• Technology, AI, and Ethical Oversight
• ESG, Carbon Credits & Emerging Risks

Lightbulb Moments:

• Continuous learning and intentional career shifts can unlock deeper professional impact and personal fulfillment.
• Understanding local and state environmental regulations is essential for strategic decision-making and operational success.
• AI enhances productivity but raises critical concerns around surveillance, automated scoring, and loss of individual agency.
• Scrutinize ESG frameworks and carbon markets for hidden agendas while staying informed about evolving environmental threats like microplastics and PFAs.

“The key to having any career in creatives is just to keep your mind open to as many different ideas as possible.” - Michael Ashley

Check out their book, “Creative Destruction: How ESG Mandates Are Destroying Capitalism, Costing You Money, and Wrecking America.” https://www.amazon.com/Creative-Destruction-Mandates-Destroying-Capitalism-ebook/dp/B0DHV5CN7Q?ref_=ast_author_dp 

Connect with W. David Prescott:

LinkedIn: https://www.linkedin.com/in/w-david-prescott-p-g-b1600714/ 

Connect with Michael Ashley: 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

In this episode, Phil dives into the power of feedback—why it’s essential for growth in both business and life. He shares personal stories, including a listener whose spouse had a strong reaction to the podcast and a contractor who took immediate action on tax filings after tuning in.

Phil explores the role of family and friends in delivering the tough truths that colleagues might hesitate to share. He emphasizes the importance of keeping an open mind, building trust in the feedback process, and using criticism as a tool for improvement.

Looking ahead, Phil teases exciting upcoming guests, including our next episode’s guest entrepreneur and lawyer, Adam Codilis, and invites listeners to connect with him for deeper insights.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Jennifer Conroyd is the founder of Fluid Running, a deep-water running fitness company, offering group classes in the western suburbs of Chicago and an app-based system available internationally. She created Fluid Running after she got injured training for a marathon. She is an 18-time Boston Marathon qualifier and an Ironman finisher. She is passionate about fitness and doesn’t want people stopped because of pain, age, weight, or fitness level. Jennifer holds several health and fitness certifications and has a BS from Miami University in Ohio. She began her career in marketing, specifically fast food marketing prior to making the switch to health and fitness. She is currently on the executive board of the Legacy Guild.

In this episode, Philip and Jennifer Conroyd discuss: 

• Community Contribution and CharityMarket Differentiation and Research
• Perseverance and Adaptability
• Unexpected Positive Outcomes

Lightbulb Moments:

• Encourage your community to actively participate in charitable activities and contribute to those causes. Utilizing various platforms can help connect and engage more people in these endeavors.
• Emphasize the importance of going where others are not. Stand out by conducting thorough research and showcasing what makes you unique. Understanding and establishing your unique value proposition is crucial.
• Don’t give up easily. Embrace failure, learn from it, pivot when necessary, and surround yourself with people who have complementary skills. This collaborative and resilient mindset is essential for business growth.
• Sometimes, the most valuable results are the unanticipated positive impacts your work has on others. Embrace these "light bulb moments," as they contribute to personal and professional fulfillment. Be bold, ask "why not," and take calculated risks. The more you try, the higher your chances of success.

“The best help would be getting people to give it a shot, because that's the hardest part: getting them to take that first step.” - Jennifer Conroyd

Connect with Jennifer Conroyd: 

Website: www.fluidrunning.com. 

Best way to reach: LinkedIn or Info@fluidrunning.com 

Instagram: @FluidRunning 

Facebook: @FluidRunning 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of setting and meeting expectations, both personally and professionally. He shares his experience of implementing an expectations program at Fornaro Law, emphasizing self-reflection and critical conversations. Phil aims to grow his podcast to inspire a broader audience and improve client development. He highlights the value of aligning expectations with team members and the significance of exceeding expectations to foster growth. Phil encourages listeners to set and communicate expectations to enhance team and business performance.  The next episode will feature Jennifer Conroyd from Fluid Running who will discuss water fitness benefits.  She also talks about not giving up easily. Embrace failure, learn from it, pivot when necessary, and surround yourself with people who have complementary skills. This collaborative and resilient mindset is essential for business growth.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Joe serves as Executive Vice President, Chief Lending Officer of FNBC Bank & Trust in La Grange, IL. He has been a member of the FNBC team since 2012 and manages a group of several commercial and consumer loan officers at FNBC’s various locations.

He develops and services banking and loan relationships with businesses, investors, individuals, and not-for-profits. His specialization includes loans for purchasing or refinancing commercial, investment, multi-family, office/medical, retail, industrial, mixed-use, and condo association properties, in addition to construction financing and lines of credit, as well as equipment, real estate, and buy-out loans for businesses.

Joe has enjoyed serving on numerous boards for community organizations, including the La Grange Business Association, the Rotary Club of La Grange, the Pav YMCA of Berwyn, and the Berwyn Development Corporation. He was also honored to be elected to the office of Treasurer of the City of Berwyn.

In this episode, Philip and Joe Kroc discuss: 

• Start saving early
• The importance of financial education
• Enjoy your money while planning for retirement
• Multi-generational wealth planning

Lightbulb Moments:

• Developing good saving habits and automating savings from each paycheck can significantly grow your money over time, providing financial flexibility and enabling investments in the future.
• Financial literacy, such as understanding compound interest and savings, should be a priority for you to learn and teach young people to empower them to make informed financial decisions.
• Enjoy your money in your prime years and create memorable experiences, while still maintaining a healthy retirement plan. 
• Instead of focusing solely on passing down wealth after death, consider helping your children and supporting charities earlier in life to see the benefits and joy they bring.

“You may have failures that are out of your control. No matter what you could have done, it wouldn't have been different. Accept that loss and move on to looking into the opportunities that you now have because of that.” - Joe Kroc

Connect with Joe Kroc: 

LinkedIn: https://www.linkedin.com/in/joe-kroc-0b666a50/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of client retention in business, emphasizing the need for long-term relationships built on friendship and genuine interest in clients' lives. He highlights the significance of proactive communication, understanding clients' businesses, and being available beyond just business needs. Phil shares personal anecdotes about reaching out to clients without an agenda, which often leads to addressing unspoken issues and fostering goodwill. He also mentions the value of community involvement and supporting local businesses, using Joe Kroc from La Grange, Illinois, as an example of a community banker who goes above and beyond. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

For more than three decades, Jay Winkler has worked with many smart and talented people and served as a leader at family-owned, privately held, and private equity-backed companies in manufacturing, non-profit, communications, consulting, consumer products, education, technology, business services, and globalization. He has started factories around the world, launched businesses, succeeded in turning around distressed ones, and helped others prosper, transition, or sell.

Jay spent nearly 20 years of his career leading and expanding the family manufacturing business where he went from working on the shop floor to becoming CEO with stops along the way overseeing the finances and operations of the company.

Jay is now a “business wingman” for company leaders and owners. Through his advisory firm, Brave Lion Group, he combines his network of highly accomplished and thoughtful professionals with his own skills and experience to help develop businesses, offer great insights to clients, collaborate, build relationships, and solve problems.

In this episode, Philip and Jay Winkler discuss: 

• The Power of Networking
• Embracing Failure and Building Resilience
• Exploring Near-Shoring Opportunities
• Optimizing Business Operations and Fundraising

Lightbulb Moments:

• Networking is a superpower that offers valuable resources and solutions to business challenges. Building a strong, selfless network is essential, as shared experiences can create instant trust and rapport. Successful leaders know the value of curiosity and asking great questions, rather than having all the answers.
• Failures and setbacks provide valuable lessons and growth opportunities when approached with the right mindset. Resilience is crucial for business leaders to bounce back from tough situations. Learning from others who have overcome challenges can help build resilience and avoid repeating mistakes.
• Near-shoring, or moving production closer to the target market, offers benefits like cost savings, risk reduction, and revenue growth. Assessing near-shoring in Mexico needs a boots-on-the-ground approach and a strong local network. The evolving landscape, with companies like China setting up operations in Mexico, underscores the importance of staying informed about global trends.
• Allocating time to "work on the business," not just "in the business," is crucial for long-term growth. Leveraging your network and expertise is valuable when seeking capital from private equity or other sources. A clear strategy and value proposition are key for raising funds and making operational improvements.

“If you're a leader that is trying to collect all the information that you possibly can, to make a decision - the best way to get information is to listen and ask questions and distill that information out.” - Jay Winkler

Connect with Jay Winkler: 

Website: https://www.braveliongrp.com/ 

LinkedIn: https://www.linkedin.com/in/jay-winkler-636bb97/ 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses strategies for converting clients and customers effectively. He emphasizes the importance of identifying ideal clients who need your services and with whom you can provide the best value. Phil suggests finding strategic partners who can refer ideal clients, creating a mutually beneficial network. He highlights the significance of understanding and leveraging one's strengths, effective communication, and avoiding being a hard seller. Phil advises giving free valuable advice during conversations to build trust and loyalty.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Kevin joined LegalSifter in 2016 and has over 24 years of experience in sales and operational leadership in high-growth companies. Before LegalSifter, he spent 9 years at Industrial Scientific Corporation as a senior leader and chief operating officer, where he drove business growth and transformation in the global industrial safety industry. He also spent 6 years in a variety of roles in the global sourcing and procurement solution industry. Kevin holds a Juris Doctor degree from the University of Cincinnati College of Law, a Master of Business Administration from the Mason School of Business at the College of William & Mary, and a Bachelor of Arts in History from Davidson College. Kevin is also a licensed, inactive member of the State Bar of Ohio.

In this episode, Philip and Kevin Miller discuss: 

• Prioritizing a strong foundation 
• Enhancing services by integrating AI and Human expertise
• Solving problems with artificial intelligence
• Meeting client expectations through alignment 

Lightbulb Moments:

• Establish a strong foundation for your business before focusing on rapid growth. Building a solid foundation takes time but is crucial for long-term success.
• Integrate AI and human expertise to enhance your services. The combination of AI capabilities and human knowledge can create a more powerful and effective solution.
• Identify and focus on solving your biggest pain points using AI. Don't just experiment with AI, but strategically apply it to address your most significant business challenges.
• Prioritize meeting the expectations of your clients, investors, and team. Aligning on and consistently meeting expectations is key to achieving success

“Work backward from your problem and what you need to solve into the solution. Don't start with a solution and try to find a problem.” - Kevin Miller

Connect with Kevin Miller: 

Website: https://www.legalsifterlaw.com/ 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the common pitfalls of New Year's resolutions, emphasizing the importance of setting achievable, micro goals rather than overly ambitious ones. He shares personal experiences and insights on maintaining good habits, overcoming setbacks, and the benefits of accountability and positive reinforcement. Phil also highlights the value of networking and making connections, suggesting that reaching out to others, even for small interactions, can lead to significant personal and professional satisfaction. He concludes by previewing an upcoming episode with Kevin Miller from LegalSifter, focusing on artificial intelligence in the legal field.

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Guest on:

Nancy Cummings (nancycummings646@gmail.com) and Erin Molek (molek@beds-plus.org) 

Beds Plus Non-Profit Charity

https://beds-plus.org/ 

13th Annual - 2025 Soup and Bread Event

https://www.classy.org/event/beds-plus-soup-and-bread-2025/e647684 

Ticket Link:

https://www.classy.org/event/beds-plus-soup-and-bread-2025/e647684/register/new/select-tickets 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of leveraging personal connections to solve complex problems more efficiently. He emphasizes that people are generally willing to help and that building strong relationships can lead to quicker resolutions. Phil shares examples, such as resolving a nine-month accounting issue in five minutes through a strategic partner and expediting a year-long environmental permit in seven minutes by appealing to personal connections. He also highlights the value of knowing the right person to contact, whether in municipalities or utility companies, and the benefits of maintaining a CRM for tracking contacts. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/

Nick Novakovic is Vice President of WestPac Wealth Partners. He helps individuals and families overcome financial hurdles and establish stability. After a career-ending basketball injury in 2005, Nick transitioned to finance to guide others through financial disruptions. Recognized as a Forbes Top Best-in-State Security Professional in Florida in 2023, Nick is dedicated to being a lifelong resource for his clients. Outside of work, he enjoys time with his kids, staying active, and engaging with his local Eastern European community. Basketball remains a passion, having played professionally in Greece. Nick was also recognized by Forbes in 2024. 

In this episode, Philip and Nick Novakovic discuss: 

• The role of trust in professional networks 
• Building strong business relationships 
• Managing a multidisciplinary team 
• Qualified retirement plans and strategies 

Lightbulb Moments:

• Trusted relationships drive business success; find people who support, rely on, refer to, and extend your level of service. Building strong connections with clients through shared cultural values like family, community, celebration, and appreciation can overcome linguistic differences.
• Developing relationships with clients over time, vetting proper referral sources, and avoiding unrealistic expectations of immediate gratification are essential for building trust and supercharging your network.
• Offering holistic services through a multidisciplinary team approach is valuable for comprehensive financial planning. Leveraging a professional team synergistically to keep wealth, not just make it, and continuously growing your toolbox through networking and learning from experts are important.
• Utilizing qualified retirement plans and strategies like cash balance plans, profit sharing, and defined benefit plans can help business owners defer taxes, protect assets, and grow wealth through their business.

“Educating our clients and putting them in a position to make a smart financial decision is very important.” -  Nick Novakovic

Connect with Nick Novakovic: 

Website: https://www.westpacwealth.com/ 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Nikola Novakovic is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0J17729. This podcast is for informational purposes only. The host and other guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or WestPac Wealth Partners and opinions stated are their own. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7494803.1 Exp. 1/27

Phil discusses the concept of sabbaticals and finding personal inspiration, emphasizing that everyone should seek what makes their life better. He addresses dealing with difficult people, suggesting that understanding their perspective and finding common ground can de-escalate conflicts. Phil shares a personal anecdote about a life coach advising him to de-escalate rather than escalate conflicts, which improved his relationships. He encourages listeners to adopt good habits rather than making New Year's resolutions and to engage in positive conversations with those who hold different views. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

As founder and CEO of Wallach Media, he develops shows for all platforms and creates strategies for content producers and companies to grow audiences. He has held senior roles at Comedy Central, Netflix, YouTube, NBCUniversal, and Fox, collaborating with icons like Dave Chappelle and Stephen Colbert. At Netflix, he launched award-winning shows like Patriot Act and My Next Guest Needs No Introduction. He redeveloped National Geographic's Explorer and produced content for NBC and Seeso. At Comedy Central, he developed Chappelle's Show and The Colbert Report. He began his career at William Morris Agency and holds a degree from Northwestern University. He lives in Los Angeles and New York.

He is a member of the Producers Guild of America, the Academy of Television Arts & Sciences, and sits on Northwestern University’s Mentorship Board for the MFA in Documentary Media program.

In this episode, Philip and Lou Wallach discuss: 

• Maintaining harmony in life 
• The value of curiosity and openness 
• Adaptability and exploring 
• Cultivating non-transactional relationships

Lightbulb Moments:

• Maintaining the balance between work, relationships, and personal fulfillment is crucial for true success. Cherish meaningful connections and long-lasting friendships that provide support beyond transactions.
• Embrace curiosity and openness to learning from diverse perspectives and remain engaged no matter how old you are.
• Streaming creates so many choices that it often diminishes the shared cultural experiences around television that we grew up with. The Media industry consolidation and layoffs underscore the need for adaptability and exploring entrepreneurial opportunities.
• Take breaks, try new experiences, and connect with others to facilitate personal and professional development. Non-transactional networking and mutually beneficial collaborations foster growth. Perseverance, teamwork, and continuous self-improvement are key to reaching the next level.

“As soon as you lose your curiosity, you're done. You have to remain curious. You're honestly gonna stumble into something you really enjoy.” - Lou Wallach

Connect with Lou Wallach: 

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

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/ 

Phil discusses the importance of confidence, particularly in professional and personal contexts. He shares his experience as an attorney.  He emphasizes that initial struggles and learning from failures are essential for building genuine confidence. 

Connect with Philip: 

Website: https://www.fornarolaw.com/ 

Podcast Website: https://lbmpodcast.com/ 

"X": https://x.com/FornaroLaw 

Pinterest: https://www.pinterest.com/philipfornaro/ 

YouTube: https://www.youtube.com/@fornarolaw3002 

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

Instagram: https://www.instagram.com/fornarolaw/ 

Facebook: https://www.facebook.com/FornaroLaw 

https://www.facebook.com/philip.fornaro.3/