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Passle CMO Series Podcast

The must-listen podcast for professional services marketers, where we engage thought leaders from various realms of Professional Services Business Development and Marketing. Together, we delve into strategies for firms to foster authenticity, enhance effectiveness, and take advantage of the opportunities for growth available today.
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Episodes

Episode 177 - Guy Alvarez of InnovAItion Partners on AI & Legal Marketing: Where Are We and What Comes Next?

AI is transforming the legal industry, yet many firms are missing a trick. While policies and strategies are taking shape, marketing and business development are too often left out of the conversation. In this episode, Charles Cousins speaks with Guy Alvarez, lawyer-turned-entrepreneur and founder of InnovAItion Partners, on why marketing and BD leaders need a seat at the AI table, and how their involvement can drive innovation, meet client expectations, and give firms a competitive edge. Guy an...

Aug 12, 202526 minEp. 253

Rainmakers: EP4 - Carl Kennedy of Katten on Building a Competitive Edge with Thought Leadership

Creating impactful thought leadership content in a high-pressure, client-driven industry is no small feat, especially when time is tight. But done right, it can unlock career-defining opportunities, from keynote invitations to game-changing client wins. In this episode of CMO Series Rainmakers, Yasmin Zand sits down with Carl Kennedy, Co-chair of Financial Markets and Regulation at Katten, to unpack how he’s built a standout reputation by consistently delivering timely, authentic thought leaders...

Aug 05, 202518 minEp. 252

CMO Series REPRESENTS - Ioana Good on Finding Your Voice: A CEO's Journey to the U.S. and Path in Journalism, Thought Leadership and Tech

On this episode of CMO Series Represents, Yasmin Zand is joined by Ioana Good, founder of Promova, for a conversation that’s as inspiring as it is insightful. Ioana’s journey began when she left Romania for the U.S. with just two suitcases and limited English. What followed was a path defined by resilience, self-education, and an unwavering commitment to growth. From navigating the challenges of a new culture to transitioning from the newsroom to the boardroom, Ioana shares how each experience h...

Jul 29, 202517 minEp. 251

Episode 176 - Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy

As major infrastructure initiatives like CRM become more essential, many firms find themselves struggling to get projects off the ground. From securing stakeholder buy-in to selecting the right technology and navigating complex security requirements, launching a CRM can feel overwhelming. But with the right strategic approach, it doesn’t have to be. In today’s episode, Charles Cousins is joined by Julie Mortimer, Director of Marketing at Mills & Reeve, for a practical deep dive into how to l...

Jul 22, 202520 minEp. 250

CMO Series Live Special: The AI Revolution and What it Means for CMOs

On Thursday, June 5th, we hosted CMO Series Live 2025 in New York. Throughout the day, we witnessed sessions led by senior marketing leaders and managing partners. Today, we are revisiting one of the standout sessions of the day, which explored the way AI is reshaping the landscape for legal marketing and business development. Moderated by Sam Page, we heard from: Jen Leonard, Founder & Principal at Creative Lawyers, Darth Vaughn, Associate General Counsel & Managing Director, Policy and...

Jul 09, 202540 minEp. 249

Episode 175 - Richard Meneghello of Fisher Phillips on How Smart Content Can Set Your Firm Apart

Content has become a powerful driver of visibility and growth in the legal industry. But with so many approaches to creating and delivering content, how can firms foster a culture that not only encourages contribution but also supports business development and client engagement? On this episode of the CMO Series Podcast, James Barclay is joined by Richard Meneghello, Chief Content Officer at Fisher Phillips, to explore what it takes to get lawyers writing, and why close collaboration with market...

Jul 01, 202520 minEp. 248

Episode 174 - Jason Levin of Ready, Set, Launch, LLC on The Key to Cross-Selling: Building Real Human Connection

Cross-selling is becoming an essential part of how law firms can boost their revenue and create long-lasting relationships with their clients. Yet, CMOs and BD leaders have recognized that their lawyers are struggling to cross-sell effectively, leaving them wondering how they can get their lawyers over the cross-selling barriers. The key to that is building real human connection. On today's episode of the CMO Series Podcast, Charlie Knight is joined by Jason Levin, Founder of Ready Set Launch an...

Jun 18, 202527 minEp. 246

CMO Series Live Special: How Law Firm Leaders Use Thought Leadership to Drive Growth

In this special edition of the CMO Series Podcast, we revisit one of the standout sessions from last week’s CMO Series Live in New York. This episode explores how managing partners and senior leaders are using thought leadership to strengthen client relationships, drive business development, and leave a lasting impact in the digital space. This session was moderated by our very own Alistair Bone, who was joined on stage by: Jeff Greenbaum, Managing Partner of Frankfurt Kurnit Klein & Selz Si...

Jun 12, 202546 minEp. 245

RE-RELEASE: Gina Connell on How to Bring Your Firm on the AI Journey

AI is quickly being adopted and used to keep firms ahead of the curve, yet many firms struggle to do this effectively and get the most out of AI. However, the key question many firms ask is ‘How do we bring the whole firm along the journey of using AI?’ In today’s re-release episode, Gina Connell, Chief Marketing Officer at B P Collins, discusses the practical and strategic approaches to navigating the journey of AI within a firm. Gina breaks down how she led the charge of the firm’s AI policy, ...

Jun 02, 202520 minEp. 242

Episode 173 - Laura Klysz of Simmons & Simmons on The Power of Storytelling in Legal Marketing

For law firms to truly stand out, creativity in storytelling is essential. It’s what humanises the brand and helps build stronger, more meaningful relationships with clients and prospects. On today’s episode of the CMO Series Podcast, Alistair Bone is joined by Laura Klysz, Chief Marketing Officer at Simmons & Simmons, who recently led the firm to a Drum Award nomination for their standout campaign, The Year Ahead 2025 . Laura shares how storytelling has become a powerful foundation of her l...

May 27, 202529 minEp. 243

Episode 172 - Nicholas Barrows of Trowers & Hamlins on Blending AI with Human Creativity to Drive Deeper Client Connections

AI and automation are reshaping how professionals engage with their clients and promote their services, but is there any room left for human creativity? In today’s episode of the CMO Series Podcast, Charles Cousins is joined by Nicholas Barrows, Director of Marketing at Trowers & Hamlins, to discuss the evolution of AI, data and creativity in marketing and business development. Nicholas shares his insights on how AI is transforming the professional industry, the journey of their data-driven ...

May 20, 202516 minEp. 241

Episode 11 - CMO Series Digital Masterclass: Chris Yates of Bristows on How to Streamline Your Thought Leadership

Thought leadership is a cornerstone of content marketing in professional services; it showcases your firm’s expertise and strengthens client relationships. The real challenge is uniting lawyers on one platform to centralise and scale thought leadership. In this episode of CMO Series Digital Masterclass, Will Eke speaks with Chris Yates, Digital Marketing Manager at Bristows, where over 150 authors have published 900+ insights, driving more than 330,000 views. Chris shares how Bristows has reimag...

May 12, 202539 minEp. 237

RE-RELEASE: Tracey Whyte on Getting The Most Out of AI in a Lean Marketing and BD team

AI is being leveraged in professional services marketing at a rapid rate, yet there are limited examples of successful adoption. In this episode of the CMO Series Podcast re-release series, Tracey Whyte, Director of Business Development and Marketing at Piper Alderman, speaks with Charles Cousins to share practical tips on the applications of AI that she has been using to drive the firm in the market. She also shares the challenges that come with applying AI and how she's navigating them. Key hi...

May 07, 202523 minEp. 240

RE-RELEASE: Joe Green & Monica Rodriguez Kuniyoshi on Integrating Generative AI with Your Experts

We're revisiting standout episodes from the CMO Series Podcast exploring the role of AI in reshaping professional services marketing. In this second episode of the series, we look back at an unforgettable session from the CMO Series Live held in New York. Joe Green, Chief Innovation Officer, and Monica Rodriguez Kuniyoshi, Chief Marketing Officer of Gunderson Dettmer, took to the stage to discuss integrating generative AI into their team's expertise. They cover: How they are leveraging AI The st...

Apr 29, 202532 minEp. 239

RE-RELEASE: Alison Arjoon and Luke Ferrandino on Shaping a New Era of Collaboration with AI

We’re revisiting standout episodes of the CMO Series Podcast to explore how AI is reshaping professional services marketing. We’ll hear insights directly from industry leaders on the best approaches to integrating AI into your firm and the efficiencies they are seeing. In this special episode, we look back at a memorable session from the CMO Series Live held in New York. Alison Arjoon, the Chief Marketing and Business Development Officer at Fragomen, and Luke Ferrandino, who was the CMO at Paul ...

Apr 23, 202539 minEp. 238

Episode 171 - Wendy Bernero of Yate Collaborative on Igniting Your Cross-Selling by Delivering Client Value

Every law firm strives to achieve year-on-year profitable revenue growth. As the industry continues to grow more competitive, firms are looking at how to drive sustainable, organic growth by focusing on client value delivery. On today's episode of the CMO Series Podcast, James Barclay is joined by Wendy Bernero, Founder and Strategic Advisor at Yate Collaborative, who has over 30 years of experience in legal marketing and held Chief roles in firms including Baker McKenzie. Wendy discusses insigh...

Apr 16, 202531 minEp. 236

Episode 10 - CMO Series Digital Masterclass: Gareth Osborne and John Riley on How to Build Seamless Client Experiences

Top-tier client experience is essential for law firms to stand out in a busy market. By prioritising usability and aligning with client needs, firms can showcase expertise, simplify engagement, and build trust, driving inquiries and conversions in a digital-first landscape. In this episode of CMO Series Digital Masterclass, Charlie Knight is joined by Gareth Osborne, Managing Director at MRM UK, and John Riley, Head of Strategy. Together, they delve into the critical role of client experience, e...

Apr 08, 202525 minEp. 209

Episode 170 - Paige Pierce and Tiffani Mowry on Winning as a Solo Marketer

In smaller to mid-sized firms, the marketing function can sometimes fall on the shoulders of just one person. In today’s episode of the CMO Series Podcast, Alistair Bone talks with not one but two solo marketers - Paige Pierce, Business Development & Marketing Manager at Ray Quinney & Nebeker, and Tiffani Mowry, Marketing and Attorney Recruiting Coordinator at Crowley Fleck. They discuss their insights, secrets and strategies to succeeding as a solo legal marketer. Alistair, Paige and Ti...

Apr 02, 202522 minEp. 235

CMO Series Rainmakers: EP3 - Brinsley Dresden and Geraint Lloyd-Taylor of Lewis Silkin on Leveraging Thought Leadership to Build Personal and Practice Brands

Thought leadership has become an essential strategy for professional services marketers, and it's even more powerful when driven by the experts and lawyers themselves. In today's episode of CMO Series Rainmakers, Olivia Backon is joined by two of the foremost voices in advertising and marketing law - Brinsley Dresden and Geraint Lloyd-Taylor, Partners and Co-Heads of Advertising & Marketing at Lewis Silkin. Brinsley and Geraint are renowned for their engaging and insightful thought leadershi...

Mar 27, 202544 minEp. 234

CMO Series Live 2025: An Exclusive Preview with Natasha Sandamas

CMO Series Live is back! After a hugely successful sell-out CMO Series Live last year in New York, we have decided to return for a second year running. This year, CMO Series Live is set to be bigger and better, with another stellar lineup of speakers covering the hottest topics in legal marketing, from AI to cross-selling. On today’s episode of the CMO Series Podcast, Natsaha Sandamas joins us to share an exclusive look at what to expect from CMO Series Live 2025. Natasha and Charlie cover: An o...

Mar 25, 20257 minEp. 233

Episode 169 - Ian Ribald of Ballard Spahr on Taking a Holistic Approach to Client Development in Legal Marketing

Creating deep connections with clients can lead to new opportunities for law firms to gain a greater understanding of client goals. In today’s episode of the CMO Series Podcast, Will Eke is joined by Ian Ribald, Chief Marketing and Business Development Officer at Ballard Spahr, to discuss how legal teams can benefit hugely from taking a more holistic approach to their marketing and business development efforts. Ian and Will cover: What Ian hopes to bring to his role and the surprises he's faced ...

Mar 18, 202520 minEp. 232

CMO Series REPRESENTS - Part 2: Accelerating Gender Equality in Professional Services Marketing

In our second special episode to mark International Women's Day 2025, we catch up with inspiring women who are paving the way in professional services marketing and business development. They share their top tips for firms looking to accelerate action and promote equality within their organizations. Our incredible guests discuss the importance of transparent paths to promotion, the significant impact of leading by example, and why creating a safe space for authenticity is crucial to fostering eq...

Mar 06, 202527 minEp. 231

CMO Series REPRESENTS - Part 1: Accelerating Gender Equality in Professional Services Marketing

To celebrate International Women's Day 2025, we’re proud to present a special two-part edition of CMO Series REPRESENTS , where we spotlight the women at the forefront of driving gender equality in professional services marketing and business development. We’re privileged to feature insights from influential women who share their personal journeys, the challenges they've faced, and the steps needed to accelerate gender equality in the industry. In part one, our guests delve into the significance...

Mar 04, 202528 minEp. 230

RE-RELEASE: Terra Davis of Knobbe Martens on Fostering Psychological Safety, Inclusion and Belonging

In celebration of Black History Month, we’re revisiting powerful conversations with Black professionals in legal marketing to honor their expertise, contributions, and the lasting impact they've made on the industry. In this episode of the CMO Series REPRESENTS Podcast, Yasmin Zand chats with Terra Davis, Chief Diversity & Talent Development Officer at Knobbe Martens. Terra joins the series to share her journey, why she started advocating for diversity, equity and inclusion, and the critical...

Feb 26, 202516 minEp. 228

Episode 168 - Joe Palermo and Greg Fleischmann on The Evolving Role of Marketing: What CMOs Need to Know in 2025

The world of business development and marketing in law firms is constantly changing as professionals work to adapt to new challenges, integrate technology, and redefine the ways to meet client needs. Today on the CMO Series Podcast, James Barclay is joined by Joe Palermo, Chief Operating Officer at Crowell & Moring, and Greg Fleischmann, Director of Client Development at WilmerHale, to discuss the major shifts that are shaping the legal marketing profession for the next few years. Joe, Greg ...

Feb 25, 202514 minEp. 229

RE-RELEASE: Lynnette Espy-Williams of Cozen O’Connor on Thriving Together: Cultivating Allyship, Safety & Diversity in Law Firm Culture

In celebration of Black History Month, we're revisiting impactful conversations with Black professionals in legal marketing to honor their expertise, contributions, and the lasting impact they've had on the industry. In this episode of CMO Series REPRESENTS, Yasmin Zand sits down Lynnette Espy-Williams, an Equity Partner and the Chief Diversity, Equity & Inclusion Officer at Cozen O'Connor. Lynnette, recognized as one of the Top 10 Most Influential Women in Diversity & Inclusion by The C...

Feb 24, 202526 minEp. 227

RE-RELEASE: Diana Lauritson of Hogan Lovells on Color, Culture, and Leadership: Raising the Next Generation of Marketing Leaders

In honor of Black History Month, we’re revisiting meaningful conversations with Black professionals in legal marketing to celebrate their expertise, contributions, and the lasting impact they've made on the industry. We hope that these stories inspire others to embrace change and continue to build a more inclusive and equitable future. In this episode of CMO Series REPRESENTS, Yasmin Zand welcomes a leading role model who is paving the way in professional services marketing by highlighting issue...

Feb 20, 202518 minEp. 226

Episode 167 - Kim Lansdown of Fladgate on How Legal Marketers Can Use Advertising to Build Stronger Brands

Advertising plays a crucial role in the marketing mix and offers law firms a powerful tool to build stronger, more recognisable brands. In today’s episode of the CMO Series Podcast, Will Eke speaks with Kim Lansdown, Director of Strategy and Marketing at Fladgate, about how her unique journey from barrister to advertising professional informs her approach to legal marketing. Kim shares insights on Fladgate’s standout campaign with The Financial Times, the challenges of driving creative marketing...

Feb 18, 202525 minEp. 224

RE-RELEASE: Flipping the Script on DEI: Courtney Carter of Jenner & Block on Developing Talent and Shaping Client Relationships

To celebrate Black History Month 2025, we’re re-releasing standout insights and expertise shared by Black professionals in the legal space. In this episode of CMO Series REPRESENTS, Yasmin Zand sits down with Courtney Carter, Director of DEI at Jenner & Block, to unpack her remarkable journey and the profound impact she's making on her firm. Courtney discusses the firm’s cornerstone DEI initiatives that have proven to develop and advance diverse lawyers, the common missteps and misconception...

Feb 18, 202529 minEp. 225

CMO Series Rainmakers: EP2 - The Role of Thought Leadership on the Path to Managing Partner

What does it really take to become a Rainmaker? Rising to the level of managing partner requires not only legal expertise and experience but, also, the ability to generate revenue and drive the firm’s growth. Building credibility through thought leadership plays a crucial role in this process, creating a direct link between valuable insights and financial success. In this episode of the CMO Series Rainmakers, Tom Elgar, Co-founder of Passle, is joined by Rohan Massey, Managing Partner at Ropes &...

Feb 12, 202520 minEp. 222
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