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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...

Reciprocal Mentoring: A Pathway to Well-being

by PM Forum | Oct 16, 2024 | Events & Webinars, London, South East, Webinar Taster

What is reciprocal mentoring and how does it support well-being? In this webinar taster, Antoinette Willcocks, River Road and Sunita Harley, Collective Insight explored the impact of reciprocal mentoring on well-being, and how it benefits personal and professional...

Best practice and quick wins: how to make the data journey work for your firm’s MBD strategy

by PM Forum | Jul 22, 2024 | Events & Webinars, London, Webinar Taster

In this webinar taster, we explored the pivotal role of data in shaping marketing and business development (MBD) strategies for professional services firms. The discussion focused on harnessing the wealth of data from various sources—such as adviser activities,...
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