Your car can drive itself and your phone finishes your sentences, but your “smart” home still can’t figure out when to turn on the lights. Everyone’s talking about AI changing industries, but there’s one place it hasn’t really landed yet: your house. In this episode...
In this episode of PlotLines, we’re joined by Sarah Gudeman, Principal at BranchPattern, for a deep and practical conversation about how commercial real estate can lead the way on sustainability, without sacrificing performance or profitability. With a dual background...
Marketing advisor tech isn’t easy. To break through the noise, marketers need to understand both the realities of an advisor’s work, and the end clients they serve. It’s a plight that may sound familiar to RIA marketers, who also need to demonstrate a sharp...
You’re running a billion-dollar firm with no head of marketing. Now what? Despite managing billions in assets, many firms are still cobbling together their growth strategy with ad hoc emails, advisor-written commentary, and no centralized plan. Amy Rizzo (Chief Growth...
In this episode of PlotLines, Carolyn Morganbesser, AVP of Mortgage Originations at Affinity Federal Credit Union, joins us for a grounded and thoughtful conversation about what it takes to buy a home in today’s market—and why now isn’t the right time for everyone....
