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Mapping the Client Journey in Professional Services

by PM Forum | Jul 16, 2025 | Events & Webinars, London, Webinar Taster

Client journey mapping has been rising on the agenda in professional services for the past few years, but precious few firms have so far grasped the nettle. Done well, client journey mapping can be transformative in revealing hidden pain points and unlocking...

Justify Your Budget: The Real Case for Advertising

by PM Forum | Jul 7, 2025 | Events & Webinars, London, Webinar Taster

In this webinar, two outspoken advocates in favour of advertising by professional services firms came together—not to sell, but to scrutinise. They explored what they’ve learned, where they disagree, and why advertising still matters. No fan worship. No sales deck....

In it to win it – Latest trends, lifecycle and working with non-MBD teams to deliver winning RFPs

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...

Aligning stakeholders around a client listening programme

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...

A look ahead to 2025: Insights from the 13th annual Strategy and Marketing Benchmark

by Alastair Beddow | Jan 23, 2025 | Events & Webinars, London, South East, Webinar Taster

In this webinar, we explored how professional services firms responded to the marketing and business development challenges and opportunities of the year. The findings of the 13th annual Strategy & Marketing Benchmark provided valuable insights, allowing...

Elevating pricing conversations with your frontline advisers

by PM Forum | Nov 13, 2024 | Events & Webinars, London, Webinar Taster

Focusing solely on innovative pricing models overlooks those vital pricing conversations between BD and marketing professionals and frontline advisers. This webinar explored how best to support your frontline advisers when negotiating fees with clients. In this...
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