Coming Soon!
The PM Forum’s members area will be available soon. PM Forum is all set to launch The Skills Development Platform.
The launch webinar is on 1st November 2023 at noon.
“The varied and insightful content of the programme provides food for thought and ideas for action throughout the year. It’s an invaluable network that enables members to tap into collective experiences.”
Susanne Pugsley
Head of Programming
Upcoming events
Coffee Catch-up – sharing knowledge and challenges
We’re thrilled to announce our session in Leeds on Wednesday 27th November (2-3pm). Join us as the PM Forum Yorkshire Committee hosts a lively discussion on current issues on a marketer’s desk right now. We’d also like to get your input on what you’d like at our next...
PM Forum Festive Charity Event – Apply your marketing skills to support a worthy cause!
For our final event of the year, we are once again calling on members to share their expertise and knowhow to help this year’s charity Simon on the Streets with its key marketing and business challenges. Previously, PM Forum members have come together to support...
Elevating pricing conversations with your frontline advisers
Focusing solely on innovative pricing models overlooks those vital pricing conversations between BD and marketing professionals and frontline advisers. This webinar explores how best to support your frontline advisers when negotiating fees with clients. Combine the...
Did you miss one of our webinars?
Catch up now or select another video to watch. Take a look at these 3-minute teaser videos before watching the full content.
Bridging the Gap: Master intergenerational communication to attract the clients of tomorrow
With four generations currently in the workforce, understanding and mastering intergenerational communication is crucial for attracting a diverse client base. This webinar taster addressed the unique challenges marketers face with a multi-generational workforce and...
Marketing to Gen z
Generation Z (aged between 11 and 26, and colloquially known as “zoomers”) are those who do not know life without the internet. With 62% of Gen Z indicating they have either started or intend to start their own business, and more than half of this age group being...
Best practice and quick wins: how to make the data journey work for your firm’s MBD strategy
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,...
What do delegates think?
“PM Forum events very much set the bar on what constitutes best practice.”
“If you’re a senior marketing/
BD professional the PM Forum
conference is the perfect
opportunity to take a step back
and re-prioritise your objectives.
It’s challenging and inspiring.”
“It was really interesting to learn about data use in different businesses and about senior marketing leadership in professional firm and how this differs.”