by PM Forum | May 28, 2025 | East of England, Events & Webinars, Webinar Taster
As Marketing & BD professionals, our role centres on helping frontline advisers add value to client relationships. Yet how much time do we devote to considering the extent that our marketing activities are adding value across the firm, and where we could add more...
by PM Forum | May 1, 2025 | Events & Webinars, London, Webinar Taster
Bids, pitches, proposals – whatever your terminology, tendering remains a vital part of winning new client work across professional services. But the landscape is shifting. With evolving client expectations, branding trends, and new technologies, successful pitching...
by PM Forum | Apr 28, 2025 | Canada, Events & Webinars, Webinar Taster
When the whole world is in ‘storytelling’ mode, who’s listening? And do we have the skills – individually and organisationally – to really listen? Listening – without filters – to your people, clients and community is the keystone to building reputations,...
by PM Forum | Apr 16, 2025 | Events & Webinars, Midlands, Webinar Taster
In this webinar taster, we explored the common challenges many firms face when it comes to CRM, including questions like: “Who knows [person]?” “Who do we know at [company]?” “What is happening with [person / referrer / client]?” “Why do so few fee-earners use our CRM...
by PM Forum | Apr 11, 2025 | Events & Webinars, Webinar Taster
On Monday 7 April at 16:30 UK time, professionals from across the sector gathered for the launch of Thought Leadership Intelligence™—a groundbreaking initiative designed to raise the bar for content quality in professional services. The webinar explored fresh and...
by PM Forum | Mar 24, 2025 | Events & Webinars, London, Webinar Taster
Making improvements to client service and experience was selected as the number one priority for marketing and BD teams in 2025 by CMOs and BD leaders who participated in the Forum’s annual Strategy & Marketing Benchmark. This drive for improvement in CX raises...
