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PODCAST

Passle CMO Series Podcast

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

business marketing

All Episodes

27:15

Episode 190 - Vanessa Torres and Mark Kesslen of...

Passle CMO Series Podcast ·

2026/01/14

A consistent client experience doesn’t start with clients. It begins with strong internal alignment throughout the firm, built on trust, collaboration, and a proactive culture.In this episode of the CMO Series Podcast, we’re diving into one firm’s bold growth journey. Lowenstein Sandler has set its sights on expanding from 400 to 700 lawyers in just five years. But behind that ambition lies a bigger story, where marketing, business development, and firm leadership come together to deliver a

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20:57

Rainmakers: EP5 - Tom Whittaker of Burges Salmon on...

Passle CMO Series Podcast ·

2026/01/07

Standing out in a crowded market increasingly depends on carving out a clear niche and owning it with confidence.In this episode of CMO Series Rainmakers, Sarah Strachan is joined by Tom Whittaker, Director and Head of AI (Advisory) at Burges Salmon, to explore how lawyers can build authority by becoming the go-to voice in an emerging area. Tom shares how an early interest in writing evolved into a focused thought leadership strategy, positioning him at the forefront of AI regulation long before

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22:30

Episode 189 - Kathryn Whitaker of Burr & Forman on...

Passle CMO Series Podcast ·

2025/12/17

Law firms are no longer operating in a period of stability; they require momentum. Marketing leaders are expected to evolve alongside the business, retrofitting strategy around lateral growth, proving value through data, and guiding attorneys who are neither new nor at the top. In this episode of the CMO Series Podcast, we’re joined by Kathryn Whitaker, Chief Marketing Officer at Burr & Forman, to explore how her leadership and strategic approach have adapted since her first appearance on the

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22:54

Episode 188 - Charlotte Eberlein of Thomson Snell &...

Passle CMO Series Podcast ·

2025/12/09

What does it take to modernise a 450-year-old law firm without losing the legacy that makes it iconic? Charlotte Eberlein, Head of Marketing and Business Development at Thomson Snell & Passmore, has spent over a decade answering that question in real-time. She has built a business development culture from the ground up, brought PR in-house, and helped the firm deliver big law impact on a regional budget. In this episode of the CMO Series Podcast, Charlotte joins Will Eke to talk through that

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28:16

Episode 187 - Lean & Mean: Driving BD in a Mid-Sized...

Passle CMO Series Podcast ·

2025/12/02

Driving business development in a mid-sized regional firm is rarely about large budgets. It’s about sharp strategy, creativity and the ability to make every action count. In this episode of the CMO Series Podcast, Kelley Goes, Member and Chief Marketing and Business Development Officer at Jackson Kelly, joins Alex Haidar to share how her unconventional career path has shaped her bold, practical approach to legal marketing and BD.Kelley’s journey began as a litigator at Akin Gump, moving into public

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21:15

CMO Series Podcast Thanksgiving 2025: Celebrating...

Passle CMO Series Podcast ·

2025/11/26

For this year’s Thanksgiving edition of the CMO Series Podcast, we bring together an outstanding group of legal marketing leaders to reflect on the people and practices that have shaped their careers. What emerges is a clear and compelling message about the importance of trust, collaboration and shared generosity in building strong marketing teams and firm cultures.Thank you to our special guests for sharing their insights: Angela Pandolfo Roy, Chief Marketing Officer at Gibbons, Maura Brandt,

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22:18

Episode 186 - Jocelyn Brumbaugh of Builden Partners...

Passle CMO Series Podcast ·

2025/11/18

If you’re a law firm marketer, you know the pressure of balancing attorney demands, limited resources, and the need to stay genuinely strategic. The job is more than execution. It requires sharp prioritization and a steady, trusted voice over time.In this episode of the CMO Series Podcast, Alex Haidar talks with Jocelyn Brumbaugh, Founder of Builden Partners and legal marketing leader with experience at firms such as Foley & Lardner, Baker McKenzie, and Citadel. She shares practical,

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12:17

CMO Series Live Special: Connor Kinnear on...

Passle CMO Series Podcast ·

2025/11/11

Most law firm CMOs agree that cross-selling is the fastest and most cost-effective way to grow law firm revenue. Yet, our latest research shows that 84% of law firms are missing out on these opportunities.The biggest barriers to cross-selling success are awareness and trust. Lawyers need the confidence to refer work which requires trust across teams, and they need visibility into the full scope of the firm’s expertise so they know what their colleagues actually do. That’s where CrossPitch AI comes

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20:43

Episode 185 - Charlotte Watt of Brabners on Moving...

Passle CMO Series Podcast ·

2025/11/05

Making an impact in business development isn’t about following a script; it’s about finding what works, what doesn’t, and where you can really move the needle. Through the power of listening and successful automation strategies, important client relationships can be strengthened. Today on the Passle CMO Series podcast, Charles is joined by Charlotte Watt, Head of Business Development at Brabners, to hear about her journey from the British Army to BD in the legal sector, and how her early career

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28:33

Episode 12 - CMO Series Digital Masterclass: Appius...

Passle CMO Series Podcast ·

2025/10/29

Implementing a seamless Content Management System that is able to grow alongside the firm in the long-term should be a top priority within law firms digital strategies. Through extended team collaboration, firms can create a shared vision for suitable future marketing technology, ensuring flexibility and scalability, while also boosting efficiency and SEO.Today on the Passle CMO Series Digital Masterclass Podcast, we’re diving into CMS for the legal sector, a crucial part of a firm’s marketing

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23:53

CMO Series Lex Mundi Roundtable Live: Susan Lee...

Passle CMO Series Podcast ·

2025/10/27

Live from the Lex Mundi Americas Regional Marketing and Business Development Roundtable in Denver, this special episode of the CMO Series Podcast dives into Cross-Selling in Practice. Ali Bone is joined by Susan Lee Hollender, Chief Growth Officer at Michael Best & Friedrich, to explore how firms can move from intention to action. Drawing on insights from Passle’s AI & Cross-Selling Report 2025, the conversation unpacks what’s working across the Lex Mundi network, the barriers that hold

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15:21

Episode 184 - Jennifer Stokes of Shipman & Goodwin on...

Passle CMO Series Podcast ·

2025/10/21

In an industry where tradition often outweighs transformation, building trust and influence is the foundation for earning long-term credibility and needs to start from within.In today’s must-listen episode of the CMO Series podcast, Eugene speaks with Jennifer Stokes, Senior Director of Marketing and Business Development at Shipman & Goodwin, to explore her long-awaited insights into the importance of earning trust and credibility internally. With nearly two decades at the firm, Jen brings a

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47:31

CMO Series Live Special: The Art of Cross-Selling

Passle CMO Series Podcast ·

2025/10/14

Cross-selling remains one of the biggest growth opportunities for professional services firms, yet cultural silos, lack of trust and missed client insights mean many struggle to get it right.Join this panel of professional services marketing and BD leaders as they unpack the biggest challenges and opportunities in cross-selling today. Recorded live in London, Will Eke hosts Sadie Baron (Interim CMO, TLT), Barney O’Kelly (Head of Solutions & Product Marketing, AlixPartners), Peter Skinner (BD

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43:19

Episode 183 - Professionally Personal: Alitia Faccone...

Passle CMO Series Podcast ·

2025/10/07

The art of storytelling is becoming an increasingly vital tool for law firms to form strong client relationships through personal connections, ultimately encouraging natural collaboration to rise above competitors.Today, Alitia Faccone joins Will Eke on the CMO Series Podcast to share exactly how to incorporate successful storytelling into legal marketing. From acting school to law school to leading business development at Jackson Lewis, Alitia Faccone has built a career leveraging the power of

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28:56

Episode 182 - Phill McGowan of Phill McGowan...

Passle CMO Series Podcast ·

2025/09/30

Executing an effective thought leadership strategy is essential in professional services marketing, yet many firms continue to struggle. By understanding and implementing the right approaches, firms can not only cut through crowded markets but also build lasting credibility.In today’s episode of the CMO Series Podcast, Charlie speaks with a former guest on the series, Phill McGowan, who has led marketing and communications at top law firms including Jenner & Block, Crowell & Moring, and

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23:24

Episode 181 - Anne Kunkel of Redgrave on Making a Big...

Passle CMO Series Podcast ·

2025/09/23

Boutique firms are continually finding new ways to stand out, tackle significant cases, and make a lasting impact. In today's episode of the CMO Series Podcast, Eugene McCormick welcomes Anne Kunkel, the Chief Marketing Officer at Redgrave. Anne joins Eugene to discuss how boutique firms consistently go above and beyond, sharing her insights on building an agile team, navigating new technologies, AI, and regulations, and successfully driving strategy through to action. Anne and Eugene

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27:11

Episode 180 - Helen Cox of Helen Cox Marketing on...

Passle CMO Series Podcast ·

2025/09/16

Fractional marketing is on the rise, enabling firms to tap into top-tier expertise without the full-time cost.In today’s episode of the CMO Series Podcast, Charles Cousins sits down with leading fractional marketer, Helen Cox. Helen breaks down the common mistakes that appear in marketing and BD, the role a fractional CMO plays and how firms can truly find value in leveraging fractional leadership without the full-time cost. Helen is a Marketing and Business development consultant and the founder

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25:01

Episode 179 - Dr Karen Kahn of Threshold Advisors on...

Passle CMO Series Podcast ·

2025/09/09

Law firms continue to struggle with getting their lawyers to cross-sell effectively, leaving significant revenue untapped. The good news is that with the right strategic shift, firms can close the gap between their professionals and cross-selling success.In this episode of the CMO Series, Yasmin Zand is joined by Threshold Advisors Managing Partner, Dr. Karen Kahn, to talk about how firms can do this effectively. Karen is a psychologist, certified coach, and the author of Daunting to Doable. In

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24:27

CMO Series REPRESENTS - Paul Modley on Belonging by...

Passle CMO Series Podcast ·

2025/09/02

Diversity, Equity, and Inclusion has become a critical framework for organisations striving to create more supportive environments for both current and prospective employees. As the competition for talent intensifies, firms are recognising the importance of addressing gaps in representation. Today's guest on CMO Series REPRESENTS is someone well-versed in driving meaningful change and is here to discuss why building a culture of belonging matters. Olivia Backon is joined by Paul Modley, AMS’s

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19:10

Episode 178 - Courtney Beauzile of Robins Kaplan on...

Passle CMO Series Podcast ·

2025/08/26

In today’s legal market, mid-size firms are proving they can punch well above their weight, and the secret often lies in bold, strategic marketing leadership. In this episode of the CMO Series Podcast, Charles Cousins speaks with Courtney Beauzile, Head of Marketing, Business Development & Communications at Robins Kaplan. After moving from an AMLaw 100 firm to an AMLaw 200 mid-size firm, Courtney has shown how the right approach can fuel growth, elevate digital presence, and transform the impact

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211 results

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