The future of commercial real estate is being shaped by a more intentional, client-first approach that prioritizes alignment, transparency, and long-term value across every decision. As market conditions shift and expectations evolve, firms that lead with clarity and objectivity are redefining how real estate advisory supports business growth.

Jue Wang shares how T. Dallas Smith & Company has differentiated itself through a conflict-free advisory model that places tenant and buyer representation at the center of its work. She discusses how office, industrial, and mixed-use trends are evolving, how technology and data are raising the bar for insight and accountability, and why deeper collaboration between real estate advisors and AEC partners is essential to delivering better outcomes for clients.

This conversation offers a grounded, forward-looking perspective on what today’s decision makers value, how firms can strengthen trust through smarter advisory services, and what it takes to stay relevant as the built environment continues to evolve.

Topics discussed in this episode:

• Client-First Advisory
• Market Trends
• Real Estate Technology
• AEC Collaboration
• Workplace Strategy
• Next-Gen Leadership

Connect with Jue Wang, Director, T. Dallas Smith & Company

https://www.tdallassmith.com/

https://www.linkedin.com/in/jue-wang-ccim-b6a61851/

Connect with Katie: https://smartegies.com/

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What happens when AEC marketing owns the data story and becomes a true strategic partner to the firm?

Katie Cash sits down with Katie Robinson, Chief Marketing Officer at LS3P, to unpack how a traditional proposal shop evolved into a firmwide, agency-style marketing and knowledge management team. Katie shares how LS3P aligned marketing with business strategy, centralized project data through a data manager program, and used tools like Power BI and AI to unlock insights that support both pursuit strategy and firm leadership. She also explains why open access to project data, clear security rules, and cross-functional collaboration are non-negotiables for sustainable growth.

From Expert Hours that support thought leadership to an AI steering committee that protects IP and improves efficiency, Katie shares a practical roadmap that any AEC firm can start small and scale. Marketers will come away with clear strategies for strengthening relationships across the firm, earning a seat at the strategic table, and elevating marketing from a support function to a true driver of growth.

Topics discussed in this episode:

• AEC marketing
• LS3P
• CRM
• Power BI
• AI in AEC
• Strategic planning

Connect with Katie Robinson, Chief Marketing Officer / Vice President / Principal at LS3P:

https://www.ls3p.com/portfolio/katie-robinson/

https://www.linkedin.com/in/katie-schroer-robinson/

Connect with Katie: https://smartegies.com/

Rate, Review, & Follow on Apple Podcasts:

We hope you’re finding value in our AEC Marketing For Principals. Your feedback is important to us and we’d love to hear from you.

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Consistent, ground-up financial planning is the difference between hopeful growth and profitable growth for AEC firms.

Katie Cash sits down with Jason Kruger, Partner at Citrin Cooperman, to explore how AEC leaders can better align sales, marketing, and finance for intentional growth. Together, they discuss how to define success, set measurable KPIs, and build budgets from the ground up rather than relying on projections that lack real data. Jason also shares how firms can safeguard cash flow during expansion, create accountability across departments, and prepare their reporting to meet the expectations of potential buyers during an acquisition.

Tune in to hear what sets financially disciplined AEC firms apart. Jason unpacks how intentional budgeting, transparent reporting, and alignment between sales, marketing, and finance drive measurable and lasting growth.

Topics discussed in this episode:

1. AEC marketing
2. Financial strategy
3. Risk Management
4. Profit Margin
5. Sales and Marketing Alignment

Connect with Jason Kruger, Partner at Citrin Cooperman

LinkedIn: https://www.linkedin.com/in/jason-kruger-a0b159b/

Email: JKruger@CitrinCooperman.com

Connect with Katie: https://smartegies.com/

Rate, Review, & Follow on Apple Podcasts:

We hope you’re finding value in our AEC Marketing For Principals. Your feedback is important to us and we’d love to hear from you.

Here’s how you can help. Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.” Let us know what you found most helpful from this episode!

And if you haven’t done so already, give the podcast a follow, and you'll be notified when new episodes come out.