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...
by PM Forum | Mar 24, 2025 | Events & Webinars, Scotland, Webinar Taster
Is the age-old conflict between frontline advisors and marketing sabotaging your brand’s success? A unified brand experience is no longer a luxury – it’s a necessity. Clients expect consistency across all touchpoints, and a disjointed firm can create off-putting...
by PM Forum | Feb 26, 2025 | Events & Webinars, Wales, Webinar Taster
Your mission, should you choose to accept it, is to understand the essential marketing strategies that can unlock growth and deliver the ROI your firm needs. Many firms fail to reach their full potential by underestimating the power of marketing to generate leads,...
by PM Forum | Feb 13, 2025 | Events & Webinars, Scotland, Webinar Taster
The way we understand and work with data as marketing professionals is changing fast. Increasing regulation, privacy concerns, new platforms and the promise of AI have left many of us wondering whether we should invest more in first party data platforms. In this short...
