Passle CMO Series Podcast
Passle
The must-listen podcast for professional services marketers, featuring conversations with leading voices in business development and marketing across the sector.
Each episode explores practical strategies for building authentic visibility, improving effectiveness, and unlocking new growth opportunities in a changing market.
Produced by Passle, the platform behind the Thought Leadership Suite and CrossPitch AI, built to power thought leadership and cross-selling for the world’s leading professional services firms.
Find out more at passle.ai.
Each episode explores practical strategies for building authentic visibility, improving effectiveness, and unlocking new growth opportunities in a changing market.
Produced by Passle, the platform behind the Thought Leadership Suite and CrossPitch AI, built to power thought leadership and cross-selling for the world’s leading professional services firms.
Find out more at passle.ai.
Episodes
Mentioned books
Nov 27, 2024 • 31min
Growth & Gratitude: Part 3 - CMO Series Podcast Thanksgiving Special
In this special Thanksgiving edition of the CMO Series Podcast, we take a moment to reflect on the incredible mentors and leaders who have shaped the careers of some of the brightest minds in legal marketing. Our amazing guests share their gratitude for those who’ve guided their journeys, offering valuable insights, lessons, and experiences to inspire the next generation of legal marketing leaders.
At the heart of this episode are the themes of networking and collaboration - our guests emphasize how building and nurturing relationships are key to success. They also discuss the importance of taking ownership of your career, highlighting how this proactive approach can drive growth and open doors.
A huge thank you to all of our wonderful guests for sharing their stories and wisdom:
Michelle Fountain-Lee - Head of Business Development for the US and Latin America, Herbert Smith Freehills
Jennifer Stokes - Senior Marketing & Business Development Director, Shipman & Goodwin - Senior Marketing
Barbara Bell Malin - Chief Business Development and Marketing Officer, Jackson Walker
Diana Courson - Chief Marketing Officer, Wiley Rein
Kate Pearch - Chief Strategy Officer, Morris Manning & Martin
Malcolm Pobjoy - Executive Director, US Market Management, Osborne Clarke
Kate Boucher - Chief Business Development Officer, Foley Hoag
Lisa Cooms - Director of Marketing and Business Development, Friedman Kaplan
Brian Colucci - Chief Business Development & Marketing Officer, Kilpatrick
Gina Carriuolo - Chief Business Development and Marketing Officer, Hinckley Allen
Wishing you all a very happy Thanksgiving.
Nov 25, 2024 • 33min
A Season of Gratitude: Part 2 - CMO Series Podcast Thanksgiving Special
In this special episode, we’re joined by a group of incredible leaders from the legal marketing industry who reflect on the mentors and pivotal figures that have influenced their careers.
They share their experiences, offering valuable insights on how embracing bold innovation and building respect and understanding are key to shaping the future of legal marketing.
Featured Guests:
John Eix - Director of Business Development and Marketing, Crowe Dunlevy
Amanda Schneider - Chief Marketing and Business Development Officer, Epstein Becker Green
William McLaughlin - Director of Marketing, McNees Wallace & Nurick
Maura Brandt - Crowell & Moring, Chief Marketing Officer
Erika Galarneau - Marketing and Business Development Manager, Cades Schutte
Azeema Batchelor - Director of Business Development, Wiley Rein
Kim Kaine - Marketing & Business Development Manager, Hawley Troxell
Despina Kartson - Chief Marketing Officer, Baker Hostetler
Lora Wegman- Marketing and Communications Director, Thompson Coburn
Norm Rubenstein - Managing Director of Client Development, O'Melveny & Myers
Cynthia Voth - Chief Client Officer, Miller Nash
Jillian Kanter McKenna - Director of Marketing and Business Development, Verrill Law
Suzette Bradbury - Director of Practice Group Marketing, Cozen O'Connor
Tune in to this Thanksgiving special for an inspiring conversation filled with lessons on the power of innovation, kindness, and mentorship in legal marketing.
Nov 21, 2024 • 33min
Celebrating Gratitude: Part 1 - CMO Series Podcast Thanksgiving Special
In this special Thanksgiving edition of the CMO Series Podcast, we bring together an inspiring group of legal marketing professionals to reflect on the people and experiences that have shaped their careers. From the mentors who instilled the value of continuous learning to the strategies that help achieve work-life balance, our guests share heartfelt gratitude, invaluable advice, and insights into building resilience and thriving in the industry.
Featured Guests
Beth Huffman - Director of Marketing, Nelson Mullins Riley & Scarborough
Angela Petros - Global Chief Marketing Officer, Baker McKenzie
Karen Morton - Chief Marketing Officer, Cleary Gottlieb
Lauren Mistretta - Chief Communications Officer, DLA Piper US
Rachael Schilling - Marketing & Client Services Director, Liscow & Lewis
Carrie Hanna - Chief Strategy Officer, Gunster
Johnyne Garcia - Head of Clients & Markets, Dentons US
Sivan Galinsky - Chief Marketing Officer, Barack Ferrazzano Kirschbaum & Nagelberg
Lisa Simon - Chief Marketing & Business Development Officer, Holland & Hart
Tiffany Zeigler - Chief Marketing Officer, Polsinelli
Heather Morse - Chief Business Development Officer, McGlinchey Stafford
Thank you to all our guests for sharing their gratitude, wisdom, and experiences.
Stay tuned for part two, where more industry leaders join us to discuss their inspirations and the value of boldness in legal marketing.
Nov 20, 2024 • 25min
Episode 159 - Halina Kochanowicz of IPH on Why Legal Marketing Needs a Shake-Up: Lessons from a CCO
Looking beyond the legal marketing industry offers invaluable insights and fresh perspectives that can drive true innovation. In today’s episode of the Passle CMO Series Podcast, Will Eke welcomes Halina Kochanowicz, Chief Commercial Officer at IPH Ltd. Halina brings a wealth of knowledge from her extensive experience leading marketing for top-tier, magic-circle law firms to her current CCO role, where she continues to shape business strategies at the highest level.
In this conversation, we’ll delve into Halina’s unique journey, exploring the key lessons law firm marketers can learn from other industries.
Halina and Will explore:
Halina’s career journey to Chief Commercial Officer at IPH
Why BD and marketing in law firms are “broken”, the core issues in legal, and how they differ from challenges in other industries
How marketing and BD functions in law firms compare to those in other sectors, and what law firms can do to enhance the strategic impact of those functions
The results of using unconventional methods like sales representation and what law firms can learn from these strategies
The emerging trends or technologies that will drive change, and how law firms should adapt
Advice for law firm marketing and BD leaders who want to adopt more disruptive and innovative tactics
Nov 19, 2024 • 30min
CMO Series Digital Masterclass LIVE : Sophie Bowkett on Building a Bold Market Presence with Bird & Bird's Digital Transformation
This week's special episode of the CMO Series Digital Masterclass was recorded live in London where Charles Cousins sat down with Sophie Bowkett, CMO at Bird & Bird, for an insightful conversation about the firm's remarkable digital transformation journey.
In this episode, Charles and Sophie delve into the story behind Bird & Bird's comprehensive rebrand and the development of a scalable digital infrastructure designed to support their global teams. They discuss the importance of thought leadership, lawyer activation, and self-service tools in crafting a bold market presence.
Sophie shares her experiences and insights on managing large-scale projects, the challenges of implementing behavioural change across a vast network of 1,700 lawyers, and the strategies Bird & Bird employs to ensure their brand resonates with a human-centric approach.
Learn how Bird & Bird is leveraging technology to democratize data, enabling their lawyers to take charge of their personal branding and business development. Discover the synergies between various projects, including the Activator BD and sales training, and how they align with the firm's five-year strategic plan.
This episode is packed with practical insights and real-world examples of how a forward-thinking law firm is navigating the digital landscape to enhance its market presence. Whether you're in the legal industry or interested in digital transformation, this conversation offers valuable takeaways for building a world-class digital presence.
Nov 12, 2024 • 18min
Episode 8 - CMO Series Digital Masterclass: Karen Wilcox on Building Online Success with a Lean Team
Building a world-class digital presence is often associated with big budgets and large teams. In this episode, we’re exploring how to achieve online success with a leaner approach.
Charlie Knight welcomes Karen Wilcox, former Head of Marketing at Taylor English and previous Marketing Director at Kilpatrick to the CMO Series Digital Masterclass. With a foundation in Big Four consulting, Karen now leads as President of Marketing Speaks, bringing years of expertise in driving effective digital marketing strategies.
Join us as Karen shares her unique insights on how firms can develop and implement impactful digital marketing approaches with a lean team. She’ll offer best practices and actionable advice for firms of all sizes looking to make a big impact with streamlined resources.
Karen and Charlie explore:
The starting point for implementing a digital strategy with limited resources
The most important questions you should ask your digital partners to ensure they're the right fit for your team
The key to building effective relationships with your digital partners
What success looks like and real-life examples of effective campaigns and initiatives
Advice for CMOs looking to build a world-class digital presence with a small team
Nov 6, 2024 • 42min
Episode 158 - Jeff Berardi’s 7 steps to better, more strategic thought leadership
Thought leadership is essential to professional services marketing - it provides firms with a powerful platform to showcase their expertise while delivering value to clients and prospects.
In today’s episode of the CMO Series Podcast, we dive into a new approach to thought leadership, one designed to maximize its strategic business impact.
Ed Lovatt sits down with Jeff Berardi, former Chief BD and Marketing Officer at Arnold & Porter, CMO at K&L Gates and Ankura, and now a marketing consultant at Berardi Consulting, to discuss his 7-step model for driving business value through thought leadership.
Jeff and Ed cover:
Why marketers and BD professionals need to look at thought leadership differently, and why they should sit up and pay attention to this 7-step model
Jeff’s career journey and the moment he realized thought leadership could be done more effectively
A run-through of the 7-step model
Real-life examples that demonstrate the effectiveness of the approach
Advice for those thinking of tackling thought leadership in this new way
You can read more about Jeff’s 7-step process in this LSSO article.
Oct 25, 2024 • 23min
Episode 7 - CMO Series Digital Masterclass: Amanda Schneider on How to Integrate Individual and Law Firm Brands Online
A firm's brand establishes credibility and attracts clients, while individual attorneys' brands build trust and showcase expertise. Together, they create a synergy that enhances the firm’s reputation and market reach.
In this episode of the CMO Series Digital Masterclass, Charlie Knight is joined by Amanda Schneider, Chief Marketing and Business Development Officer at Epstein Becker Green. With 20 years of law firm leadership experience, Amanda discusses how CMOs can effectively balance integrating a firm’s overall brand strategy with the individual brands of its attorneys online.
Amanda and Charlie Cover:
How firms balance between their law firm brand and the brands of their individual attorneys
How firms bring the personal brands of attorneys into the overall strategy
The role of thought leadership in building personal and legal brands
How the different practice areas and their brands work within the firm's overall brand
Measuring the effectiveness of a brand and its impact from both an individual and firm perspective.
Amanda’s top tip for marketing BD leaders looking to take a more integrated approach to building their online brand
Oct 23, 2024 • 39min
CMO Series Live Special: Alison Arjoon and Luke Ferrandino on Shaping a New Era of Collaboration with AI
In this special episode of the CMO Series Podcast, we revisit a memorable session from the CMO Series Live held in New York.
Eugene McCormick set the stage for an engaging discussion with Alison Arjoon, the Chief Marketing and Business Development Officer at Fragomen, and Luke Ferrandino, the Chief Marketing Officer at Paul Weiss. Together, they explored how AI is ushering in a new era of collaboration and transforming the Business Pyramid.
Alison, Luke and Eugene Cover:
The role of technology and the challenges faced by both traditional and non-traditional law firms
Strategies for effectively leveraging technology to streamline processes
How AI contributed to project successes and fostered a new way of collaboration
The evolving role of AI and its current and future impact
Oct 16, 2024 • 33min
Episode 6 - CMO Series Digital Masterclass: Anders Holt and Chris Eatherton on Crafting a Winning RFP for Professional Services Websites
Welcome to the CMO Series Digital Masterclass. A successful website build for any professional services firm begins with a well-crafted RFP. Today, we're joined by Anders Holt, CEO of Novicell, and Chris Eatherton, Head of Digital Marketing at AlixPartners, who will share their expertise on the complexities of website projects and the nuances of crafting a winning RFP from both the agency and client perspectives.
In this episode, we discuss the biggest challenges firms face when drafting an RFP, the importance of involving technical experts early on, and how to approach a project with a clear understanding of both functional and non-functional requirements.
If you're a CMO planning a website overhaul, stay tuned for actionable insights and expert advice on how to set your project up for success from the very start.


