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
Oct 15, 2024 • 31min
Episode 157 - Laura Ottley of Addleshaw Goddard on What it Means to be Client-shaped and the Role of CMO
While many firms strive to put clients first, today we’re exploring what it truly means to be 'client-shaped' and how the role of the CMO is evolving to instil that mindset across organisations.
No one is better equipped to delve into this topic, in today’s episode, Will Eke is excited to welcome Laura Ottley, Chief Marketing Officer at Addleshaw Goddard, to the CMO Series Podcast.
Laura has played a pivotal role in redefining Addleshaw Goddard’s approach to client engagement. She joins the series to share her leadership journey, the innovative campaigns that have set the firm apart, and discuss how embracing a client-shaped philosophy has transformed both their external impact and internal team culture.
During their conversation, Laura and Will cover:
Laura’s career path and the steps that led her to the CMO role at Addleshaw Goddard
Her main priorities upon joining AG in 2020, including the goals and challenges she set out to address from day one
The moment she recognised the importance of being 'client-shaped' and how she embedded this perspective throughout the firm
The standout creative campaigns Laura has led and how she ensured they genuinely resonated with clients
The ripple effects of client-focused initiatives, both in terms of market impact and the influence on internal stakeholders and team dynamics
Practical advice for fellow CMOs looking to adopt a more client-shaped approach within their own organisations
Oct 9, 2024 • 29min
Episode 5 - CMO Series Digital Masterclass: What it Takes to Build a World-Class Digital Presence
In this episode of the CMO Series Digital Masterclass, Charlie invites Julie Chodos, Chief Marketing and Business Development Officer at Axinn, and Duncan Shaw, Chief Creative Officer at Living Group to guide us through Axinn’s rebranding journey, fresh off the back of its launch.
Julie, working alongside Duncan, has just unveiled Axinn's new brand and website and joins the series to share her insights on the entire journey, from setting the project's scope to managing change within the firm. Duncan shares his perspective as a partner in the process, revealing some of the secrets to successfully delivering a legal rebrand that aligns with the organization’s goals.
Julie, Duncan and Charlie Cover:
Julie’s decision to deliver a full rebrand and how it was necessary in building a strong digital presence
Duncan’s insights on what the discovery phase of a rebrand looks like and how to successfully identify the technical elements required
How to align a law firm’s brand strategy with its business goals
How Julie engages partners and manages the change process effectively
The role thought leadership plays in a law firm rebrand and when should CMOs consider it
Julie’s plans to leverage the new brand in the firm’s business development efforts
You can check out Axinn’s new brand and website here.
Oct 9, 2024 • 42min
CMO Series Live Special: Iris Jones of Akerman on How to Stand Out and Deliver Results
This special episode of the CMO Series Podcast, was recorded live at the Lex Mundi Annual Conference in Toronto where Alistair Bone was joined by Iris Jones, Akerman's Chief Marketing and Client Development Officer.
Iris shares her insights on how fostering proactivity and accountability within the firm can drive positive change and make an impact both inside and outside the firm.
Iris and Ali Cover:
The importance of standing out for marketers and BD professionals
Iris’s journey to her current role at Akerman and how she takes accountability for results
The meaning of positioning yourself to have a positive impact and tips on how to achieve it
Why marketing and BD need to be better at self-promotion with examples of how to improve
How to overcome the fear of the unknown and get out of your comfort zone
Iris’s advice for those looking to take accountability and have an impact
Oct 8, 2024 • 43min
Episode 156 - John Austin-Brooks of Abel + Imray on Taking a BD-Led Approach to Conferences and Events
In-person events and conferences still hold significant value for legal marketing and BD teams, but choosing the right events and identifying opportunities is key to maximising their potential.
In this episode of the Passle CMO Series Podcast, Will Eke welcomes John Austin-Brooks, Commercial Manager at Abel + Imray, a leading intellectual property firm, to share how he’s driving business development through events with a small team and why a strategic approach to events can help firms maximise their impact and build lasting client relationships.
John and Will cover:
How the approach to events at Abel + Imray has evolved since John joined the firm
Why law firms need a more strategic approach to events to support business development
How to balance attorneys' requests for BD support with the need for a unified events strategy and align budget and resources
How to align events with business development goals and what the ideal process looks like from a BD perspective
Advice for others looking to take a more BD-focused approach to conferences and events
Oct 2, 2024 • 33min
CMO Series Live Special: Kelly Harbour and Terra Liddell on Unlocking the Potential of Data for Business Development
In this special episode of the CMO Series Podcast, we revisit an incredible session at CMO Series Live in New York this Summer.
Kelly Harbour, Chief Business Development Officer at Goulston & Storrs, and Terra Liddell, Chief Marketing Officer at Finnegan teamed up to deliver a best practice session on how to standardize data as part of their marketing and business development strategy.
Together they share their individual approaches to turning data into a strength for their respective firms and how to get started on the journey.
Sep 26, 2024 • 30min
CMO Series Live Special: Joe Green & Monica Rodriguez Kuniyoshi on Integrating Generative AI with Your Experts
In this special edition of the CMO Series Podcast, host Ali Bone is joined by Joe Green, Chief Innovation Officer, and Monica Rodriguez Kuniyoshi, Chief Marketing Officer of Gunderson Dettmer, for an insightful discussion on integrating generative AI into their team's expertise.
Recorded live at CMO Series Live in New York this summer, the episode delves into how Joe and Monica are leveraging AI, the strategic decisions involved, and how they’re ensuring the human voice of their brand remains central while embracing the power of AI.
Listen in for best practice advice on using generative data for marketing and BD and tips on balancing automation with authenticity.
Sep 18, 2024 • 36min
CMO Series Live Special: Trish Lilley on How to Build Influence & Gain Buy-In for Change
In this special edition of the CMO Series Podcast we're taking you back to a special moment from our first-ever stateside CMO Series Live Conference held in New York City this past summer.
The day started with an incredible session led by Trish Lilley, now the Chief Marketing & Business Development Officer at Barnes & Thornburg. With over 25 years of experience in legal marketing, Trish has a wealth of knowledge, and she didn’t hold back in sharing it. Her masterclass focused on driving meaningful transformation within firms and offered practical advice for CMOs on how to gain influence both within their teams and across firm leadership.
In this episode of the Passle CMO Series Podcast, we’re thrilled to bring you the full recording of Trish’s session. You'll hear her insights on everything from building stronger relationships with stakeholders to demonstrating executive presence, as well as some fantastic anecdotes from her remarkable career in legal marketing.
Sep 10, 2024 • 28min
Episode 155 - Jim Newell & Liz Lockett of Buchanan Ingersoll & Rooney on Cultivating Collaboration: Buchanan's Secrets to Success
Effective collaboration within a firm is built on a foundation of teamwork, communication, and trust. But how can a firm create and sustain this kind of culture? At Buchanan Ingersoll & Rooney, a leadership team led by a CEO and Chairman with 36 years at the firm, and a CMO who joined less than a year ago, is rising to this challenge and excelling in fostering a culture of collaboration.
In this episode of the CMO Series podcast, Eugene McCormick is joined by Jim Newell, Chairman and CEO of Buchanan Ingersoll & Rooney, and Liz Lockett, the firm’s Chief Marketing Officer. Together, they share their insights on building trust and teamwork within firm leadership to drive innovation, growth, and long-term success.
Jim, Liz and Eugene Cover:
Jim’s journey to becoming Chairman and CEO at Buchanan Ingersoll & Rooney and why collaboration is so crucial to the firm's culture
How the firm's culture of collaboration and trust manifest in driving marketing and business development efforts
How to ensure effective communication and alignment between the marketing team and other departments to create cohesive business development strategies
The key initiatives to deliver the firm’s 5-year strategy
How Buchanan's collaborative culture attract and retain top talent, and engage them in marketing and business development
The biggest challenges and opportunities in legal marketing and business development, and how the collaborative leadership approach can help
Sep 5, 2024 • 14min
Episode 4 - CMO Series Digital Masterclass: How to Build Your Website with a Unique Point of Difference
A professional services firm's website is more than just a brochure; it's the storefront for showcasing the expertise and credibility of its professionals.
In Episode 4 of the CMO Series Digital Masterclass, we dive deep into the essential strategies for building a world-class website that effectively highlights your firm's strengths.
Drawing on insights from industry leaders featured on the CMO Series Podcast, we cover everything from how to kick off your project and engage the right stakeholders to the importance of setting clear goals for success.
We hear insights from Vicky Cunningham, Marketing Director at Efficio Consulting; Sivan Koenig Galinsky, Chief Marketing Officer at BFKN; Mikkel Keller Stubkjær, Head of Development at Novicell UK; and Crossley Sanford, Managing Director of Marketing at Ankura.
Listen to the full discussions featured in this episode, listed below:
CMO Series EP135: Vicky Cunningham of Efficio Consulting on Aligning Content with the Client Journey, Will Eke, Charlotte Knight, Samuel Page (passle.net)
CMO Series EP142 - Sivan Koenig Galinsky of BFKN on Crafting an Award-Winning Website in a Mid-Size Firm, Charles Cousins, Charlotte Knight (passle.net)
Composable - the future of digital infrastructure for professional services firms, Adam Elgar, Samuel Page (passle.net)
Navigating an Enterprise Scale Website Build: Ankura's Story, Alistair Bone, Charlotte Knight (passle.net)
Sep 3, 2024 • 37min
CMO Series REPRESENTS Lucie Allen & Silvia Van den Bruel - From Awkward to Accepted: Normalizing #MenopauseMatters
Menopause impacts half the population, yet it remains a taboo subject. In this CMO Series REPRESENTS episode, Yasmin Zand invites Lucie Allen, Managing Director at BARBRI International, and Silvia Van den Bruel, Marketing and BD Director at Hausfeld, to break this silence and urge organizations to acknowledge and adapt to the needs of women experiencing menopausal and perimenopausal symptoms.
Together, they introduce the #MenopauseMatters Guide - a resource designed to educate and provide practical advice for firms to break the stigma and better support women through this significant life transition.
Lucie, Silvia and Yasmin cover:
Lucie’s driving factors that initiated the #MenopauseMatters movement
How Silvia got involved and the first steps to getting started
How to gain buy-in and trust for the movement to encourage involvement
The experiences and struggles that face women affected by menopause/ perimenopause
An overview of The #MenopauseMatters Guide and how it has been used
What’s next for the campaign and how folks can get involved


