Phil Fornaro

Episode 91: Make It Happen: Grit, Growth, and Getting Lucky with Jay Leonard

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, […]

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Episode 90: LBM Flash Moments: Slow Down, Get Better

I discuss the importance of attention to detail in today’s fast-paced society, noting how distractions from technology can hinder focus. I emphasize the value of reading physical newspapers and books to enhance concentration and comprehension. I share a personal anecdote about my cousin, Mark, who was able to improve his litigation document quality by printing

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Episode 89: Entrepreneurship is Building a Plane Mid-Flight with Ian Duignan

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. 

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Episode 88: LBM Flash Moments: Cybersecurity in a High-Tech World

I warn about the rise of sophisticated scams, emphasizing the importance of vigilance—especially with the advent of advanced technologies like ChatGPT. I share personal experiences of intelligent individuals being scammed and advise against sending Bitcoin or other cryptocurrencies in response to scams. I suggest letting unknown calls go to voicemail, verifying emails with colleagues, and

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Episode 87: Unraveling ESG – A Critical Conversation on Global Power Dynamics with W. David Prescott and Michael Ashley

About W. David Prescott: 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

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Episode 86: LBM Flash Moments: Solving Problems Through Strategic Partnerships

I discuss the importance of leveraging personal connections to solve complex problems more efficiently. I emphasize that people are generally willing to help and that building strong relationships can lead to quicker resolutions. I share examples, such as resolving a nine-month accounting issue in five minutes through a strategic partner and expediting a year-long environmental

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Episode 85:  Lead with Value, Learn with Purpose with Kevin Cawley

Kevin Cawley launched his career as a union carpenter straight out of high school at just 18 years old. After over a decade in the trades—and a fortunate series of events—CostSegKev was born. His very first client? Neil Gerber of Gerber Collision & Glass. Since then, Kevin has made it his mission to help business

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Episode 84: LBM Flash Moments: Breaking Free from Forced Beliefs

I discuss the importance of open-mindedness and avoiding mandates in conversations. I emphasize the value of understanding diverse backgrounds and perspectives, which drives my curiosity and enthusiasm for learning. I criticize the imposition of views and share my own experiences with losing my temper, highlighting the need for humility and the power of admitting mistakes.

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Episode 83: Embracing AI’s Transformative Impact with Peter Troost

Peter has spent his career in commercial software development and has held a succession of CTO and SVP Engineering roles for Boston area software companies, including Wayfair, Acquia, Radius, Rave Mobile Safety, Oracle, edocs and Gillette.  Peter currently serves as the CTO of private equity firm PSG Equity.  Peter received a Master of Science in

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Episode 82: LBM Flash Moments: The Ripple Effect of Strategic Networking

I discuss the evolution of my annual networking event, which began in 2013 in LaGrange, Illinois. What started as a very localized event has evolved into an extraordinary opportunity for people to interact with other like-minded people. The event has grown significantly, with attendees flying in from many different locations, many of whom conduct business

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