Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

He's Helping Businesses Grow by Rethinking Digital Marketing in the Age of AI: Bill Bishilany on AI, Marketing, and Human Behavior

What if the most important thing about AI in business is not what it can do but how well you understand the people you are trying to reach? In this episode, Greg Weimer sits down with Bill Bishilany, founder of Mileage Design, to explore what it really means to rethink digital marketing in the age of AI. From graduating Ohio State in construction management and surviving the 2008 recession to turning around distressed franchise brands and discovering human-centered design through the Stanford d.school reading list, Bill shares how an unconventional path shaped the way he builds digital strategies rooted in empathy and problem solving. CHAPTERS 01:10 Welcome to Living Your Legacy 01:41 Meet Bill Bishilany 02:30 From Construction to AI 04:21 Turning Around Distressed Franchise Brands 06:13 Discovering Human-Centered Design 07:00 Solving at the Point of Frustration 08:44 Adding Massive Value to Clients 10:12 Starting Mileage Design 11:51 Why It's Called Mileage 12:21 Human Relationships in the Age of AI 13:28 AI Is Bigger Than the Internet 16:23 AI as a Thinking Partner 18:05 Staying Ahead of Technology 20:29 What Digital Marketing Really Is 21:03 How AI Is Changing Search 22:50 Trust and AI Search Results 25:36 The Digital Marketing Mosaic 27:27 Turning the Flintstones into the Jetsons 28:58 Growth Mindset and Embracing AI 30:27 Faith, Family, and What Matters Most 31:23 Happiness Is Not a Destination 34:04 Raising Someone's Future Best Friend 35:43 Legacy: Intentional, Deliberate, By Design GUEST Bill Bishilany — Founder, Mileage Design HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Innovation & Technology, Growth, Faith & Purpose, Passion & Creativity

She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story

When Lou and Veronica Guarino decided to start their own business, they made a bold and personal sacrifice by selling Veronica's wedding ring to fund what would become Louis Anthony Jewelers. In this episode, we sit down with Lou and Veronica Guarino, owners of Louis Anthony Jewelers, to talk about partnership, sacrifice, staying true to your standards, and the passion it takes to build a family business that lasts across generations. CHAPTERS 00:36 - Welcome to Living Your Legacy 01:00 - Meet Lou and Veronica Guarino 01:26 - Selling the Wedding Ring 03:30 - Starting with a Desk and a Phone 05:00 - The "Have We Met Yet?" Campaign 06:10 - Are Couples Still That Committed? 08:00 - The First Order and the Phone Book 09:30 - How Do You Get to Rolex? 11:15 - The Defining Moment: Six Figures at the Door 13:00 - The Struggle Is Real 14:30 - Staying True to Your Standards 16:00 - Designing a Pin for Madeleine Albright 18:15 - Your Store Is Your Home 20:00 - Jewelry as Legacy 23:00 - Falling in Love with Your Business 25:00 - Staying Relevant and Innovating 28:00 - Multigenerational Business 31:00 - Balance Means Being Out of Balance GUEST Lou & Veronica Guarino — Co-Owners, Louis Anthony Jewelers HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Family & Legacy, Passion & Creativity, Resilience

What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan

What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live? In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to explore what proactive, personalized healthcare really looks like and why it may be one of the most powerful investments you can make in your future. CHAPTERS: 00:36 - Welcome to Living Your Legacy 01:01 - Meet Dr. Sunjay Mannan 02:38 - What Is Concierge Medicine 04:00 - What a Patient Says About Sunjay 04:17 - Healthspan vs. Lifespan 05:08 - Sleep, Data, and Readiness 05:50 - The Concierge Model vs. Fee-Based Advising 08:15 - Using AI in Medicine 09:14 - Stress and How to Manage It 12:06 - What Does Concierge Medicine Cost 14:06 - Going Into Patients' Homes 14:38 - Lessons from a 104-Year-Old Patient 16:07 - Living Intentionally 18:36 - Exercise, ADHD, and Dementia 19:50 - What Exercise Really Means at 55 21:06 - The Diet Basics That Actually Work 24:02 - How Long Until You See Results 25:22 - Questions to Ask Your Doctor 27:54 - Women's Health and Hormone Therapy 29:45 - Legacy and Eulogical Values GUEST Dr. Sunjay Mannan — Founder, Health Is Wealth Concierge Medicine HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Health & Wellness, Growth, Faith & Purpose

Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process. Greg Weimer sits down with Chris Lee — Managing Director and COO of Dickie, McCamey & Chilcote — to talk about losing direction, finding it in law school, and building a three-decade career on showing up and doing things the right way. Chris shares the story behind the Chi-Chi's hepatitis A outbreak, the lunch table where real mentorship happened, and the father who set the standard he still follows. In this episode, we cover: 01:08 - Intro 01:39 - Welcome and Chris Lee's background 03:33 - Losing confidence in high school 06:03 - Meeting Christy and turning it around at IUP 07:06 - Duquesne Law School and finding his process 10:11 - Clerking at Dickie McCamey and firm culture 12:13 - The Chi-Chi's hepatitis A outbreak 15:20 - Career growth from national outbreaks 16:09 - Mentorship, in-person culture, and the PPG Place table 19:10 - Christy's role and the cost of building a practice 21:03 - Father Don Lee — Navy vet, federal judge, life model 24:43 - Catholic Charities and giving back to the community 27:23 - Legacy, grandkids, and what matters most Guest: Chris Lee, Managing Director & COO, Dickie, McCamey & Chilcote  Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Leadership, mentorship, confidence, law, food safety, Catholic Charities, family legacy, Pittsburgh

Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love

A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved. Greg Weimer sits down with Betsy Wentz — nationally recognized interior designer, author of Design Happy, and a woman who traded a career in behavioral health for the studio floor. Betsy talks about collaboration, saying yes to opportunity, and what caring for her mother through Alzheimer's taught her about what belongs inside a home. In this episode, we cover: 00:40 - Intro 01:13 - Greg's first impression and Betsy's publications 02:34 - How a 26-year career happened without a plan 04:18 - Growing up in her mother's design studio 05:05 - Psychology degree, Western Psychiatric, and career pivot 06:25 - Family reaction and the decision to join her mother's business 07:56 - Working alongside her mother and the Alzheimer's years 10:07 - Drive, resilience, and the house fire that rebuilt the business 14:03 - The role of a supportive spouse in building the brand 15:44 - Kips Bay, national press, and the cover of House Beautiful 16:29 - The design process — requiring client participation 20:18 - Design philosophy, her mother's sayings, and the book 23:48 - Running at full speed — how they both operate 28:08 - Morning routines, productivity, and knowing which balls to drop 30:06 - Life is short — legacy, intention, and no regrets 31:05 - Launching a furniture line and saying yes to everything 33:50 - Outro Guest: Betsy Wentz, Founder & Principal Designer, Betsy Wentz Interior Design Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Interior design, career reinvention, collaboration, resilience, Alzheimer's caregiving, creative entrepreneurship