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Future Proof Your Mortgage Marketing: Merging AI with Human Connection
In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems.
James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human…
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