C4 Cm Linked In For Lawyers Final


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How lawyers can ethically engage in effective business development on LinkedIn

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C4 Cm Linked In For Lawyers Final

  1. 1. LinkedIn for Lawyers: Building Business & Profitsthrough Tools, Ads & ApplicationsFEATURED FACULTY:Randy Wilson, Co-Founder, DSD Law Site Solutions510-250-2450 rwilson@dsdlawsitesolutions.comWayne Breitbarth, LinkedIn Guru, President of M&M Office Interiors, Inc.262-317-1602 wbreitbarth@mmoffice.com
  2. 2. Speaker InfoRandy Wilson, Co-Founder, DSD Law Site SolutionsRandy is an attorney who assists other attorneys with their businessdevelopment and marketing needs including website development, socialnetworking strategy and ethics. He has worked with law firms for more thantwenty years in a variety of capacities including library services, businessdevelopment and marketing.In 2010, he co-founded DSD Law Sites Solutions with Rocky Laber, a companydedicated to providing solos and small law firms dynamic websites and effectivemarketing. Before that, he established the first practice focus marketing forSedgwick, Detert, Moran & Arnold’s complex litigation division includingcoordinated public relations, marketing communications, proposal generation,marketing event planning and business development initiatives.Randy has a B.A. from UC Berkeley and J.D. from the University of Santa ClaraSchool of Law. He is an active member of the California Bar, the AlamedaCounty Bar Association and the Contra Costa Bar Association. He is the co-chair of the Alameda County Bar Association’s Business Law Section ExecutiveCommittee and a member of the Communications Advisory Committee.Randy has presented and written on ethical use of social networking byattorneys, legal marketing, and competitive intelligence for attorneys, legalmarketers, legal administrators and law librarians. He has spoken at Santa ClaraUniversity Law School to attorneys about marketing their practices anddeveloping dynamic websites and to members of the Alameda County BarAssociation, Contra Costa County Bar Association and the Stanislaus CountyBar Association about lawyers’ ethical use of social networking.He has written an article on the competitive intelligence function in the law firmsetting and presented on that topic to the Bay Area Chapter of the LegalMarketing Association in San Francisco. Randy maintains a blog, “Reading TeaLeaves” (www.rlwilsonconsulting.wordpress.com) focused on legal marketing,social networking issues and legal ethics. Randy has also started an exclusiveFacebook group called, “Lawyers who Tweet” that tracks the increasing numberof social networking issues they impact the legal profession.He has also recently written on social networking issues as they pertain to lawfirms for the Golden Gate Chapter of the Association of Legal Administrators andthat article has been updated and published in the ACBA Bulletin, Spring 2010issue. This article is also reprinted as a Contra Costa County Bar Associationarticle of the week in July 2010.
  3. 3. Wayne Breitbarth, LinkedIn Guru, President of M&M Office Interiors, Inc.Wayne Breitbarth was once a skeptic and now is an outspoken proponent ofLinkedIn, "LinkedIn Guru" Wayne Breitbarth is passionate about helping businessprofessionals--from entry level to CEO--learn how to combine their previousexperience and relationships with this innovative tool in order to moresuccessfully brand and market themselves and their businesses. Waynesdiverse professional background uniquely positions him to assist not onlyindividuals but corporate entities as well. With thirty years experience in theareas of operations, finance, management, consulting, and business ownership,he is able to "put it all together" for his corporate and individual clients. In additionto his consulting work, Wayne is a dynamic speaker. His practical yetentertaining presentations have inspired audiences both locally, at many ofMilwaukees most prominent companies and organizations, and nationally, atconventions, industry association events, and corporate training sessions. Youcan download a free chapter from his upcoming book "The Power Formula forLinkedIn Success" Kick-start your Business, Brand and Job Search" at:http://budurl.com/m4bm. You can also get free weekly LinkedIn tips by email bycontacting him at wbreitbarth@mmoffice.com.
  4. 4. **Certificates of attendance and CEUs, when available, must be requested through the online evaluation.**Evaluation for Live Event:We’d like to hear what you thought about the audio conference. Pleasetake a moment to fill in the survey located here:http://www.c4cm.com/handouts/linkedin-for-lawyers.htmRequests for continuing education credits and certificates of attendancemust be submitted within 10 days of the live event.Evaluation for CD Recording:Please use the following link to submit your evaluation of the recordedevent:http://www.c4cm.com/handouts/CDEval.htmPlease note: All links are case sensitiveCLE:CCM provides audio conference attendees with CLE credit processing services. To expediteCCM processing your CLE request, please complete and submit the evaluation form availablefrom CCM at the conclusion of the audio conference. It will be necessary to enter the followinginformation: name of each attorney requesting CLEs with full contact information, including e-mailaddress, bar number, and the state in which the attorney wants credits. Each attorney requestingcredits must submit an evaluation.Please be advised CCM audio conferences are subject to approval from each CLE issuingorganization and approval is not guaranteed (state bar associations in Delaware, Indiana,Kansas, Ohio, and Pennsylvania do not grant CLE credits for audio conferences). The approvalprocess takes approximately 6 - 8 weeks for most organizations but can take as long as 3 - 4months. You will be notified via e-mail with the final status of your CLE application.Any person applying for CLE credits must attend the audio conference from start to finish(attendance will be taken for compliance reasons). Requests for CLE credits must be received nolater than two weeks following the conclusion of the audio conference or live conference. CLEcredits are not available for CD recordings.If you have any questions regarding CLE credits, contact Jill Adler at 631.368.2082 x 21 orjill.adler@meeting-matters.com.
  5. 5. LinkedIn for Lawyers Building Business & Profits through Ads, Tools & Applications Randy Wilson  • Active California attorney – co chair of  Alameda County Bar Business Law  Alameda County Bar Business Law Section • Co‐founder of DSD Law Site Solutions,  website and marketing company  focused on solo practitioners and  small firms • Bl Blogger & social media advocate  & i l di d focused on ethical usewww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 1
  6. 6. LinkedIn: Why Important                   for Attorneys? • Hundreds of thousands of lawyers have  LinkedIn profiles Li k dI fil • But many are reluctant to take full advantage – Concerned about ethical and advertising  restrictions • One goal of this presentation is to clarify what One goal of this presentation is to clarify what  is and isn’t okay on LinkedIn for attorneyswww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 2
  7. 7. LinkedIn – Advertising? • Most likely yes – how different than website? • Make assumption that you are governed by  same rules • Should LinkedIn provide a disclaimer that the  profile may constitute attorney advertising? – Maybe in some states Maybe in some stateswww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 Viewable Connections – all or nothingwww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 3
  8. 8. LinkedIn – Connecting to clients Open Connections Closed Connections •www.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 Confidentiality Issue • Could you violate a clients confidentiality by  displaying their name and relationship to you? displaying their name and relationship to you? • If you are a business attorney and have referrals,  business associates and clients as connections,  may not be issue • What if you are a divorce attorney and husband  becomes connection  reasonable for wife to  becomes connection – reasonable for wife to assume husband is a client?www.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 4
  9. 9. Recommendations State bar rules such as those in California require such testimonials  to have disclaimers such as: “this outcome doesn’t guarantee a  positive result in your claim.” LinkedIn doesn’t allow the person receiving the recommendation  to add their own disclaimer languagewww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 Specialties • Many states have legal certification programs that require attorneys to take additional courses and pass practice exams.   • Because of this, they have restrictions on attorneys who don’t have such   certifications to claim they are specialists in these areas.   certifications to claim they are specialists in these areas. • LinkedIn uses “specialties” to call out special skills and attorneys who may not be    specialists could be running afoul of state bar ruleswww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 5
  10. 10. Q & A • Increases visibility and credibilitywww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 Q & A • May Want to Include Disclaimerwww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 6
  11. 11. Proactive LinkedIn Steps• Advanced people searching• Saved searches S d h• Reordering searches• Answers• Status Updates• Groups• Connections Use Boolean search logic y Be sure to try variations on terms  Add additional search criteria to narrow search  (region, company, industry etc.) 7
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  15. 15. For every additional 1st level For every additional 1 level connection I potentially get 149 2nd level and 4500 3rd level 11
  16. 16. Passive LinkedIn Steps• Profile – Keywords – Tell your story – Applications• Groups (Up to 50) – People may find you People may find you• Recommendations  LinkedIn Profile Sections to place keywords Headline (120 characters; extra points from LinkedIn search  rankings) Summary (2000 characters) Specialties (500 characters) Skills (Add to profile) Experience:  Job titles (100 characters: extra points from  LinkedIn search rankings) Experience:  (2,000 characters; Description of jobs) Recommendations 12
  17. 17. LinkedIn Profile Applications 13
  18. 18. LinkedIn Apps, Ads & Accounts • Legal Specific Applications • LinkedIn Advertising • LinkedIn Account – Basic, Business, Business  Plus & Executivewww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 Martindale Lawyer Ratingswww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 14
  19. 19. Example of Martindale Lawyer Ratingwww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 JD Supra Applicationwww.dsdlawsitesolutions.cominfo@dsdlawsitesolutions.com(510) 250-2450 15
  20. 20. JD Supra Application www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450LinkedIn Ads ‐ Targeted www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450 16
  21. 21. LinkedIn Ads – Pay Per Click www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450 LinkedIn Ads ‐ Examples www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450 17
  22. 22. LinkedIn‐ Various Accounts www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450 Q&A www.dsdlawsitesolutions.com info@dsdlawsitesolutions.com (510) 250-2450 18
  23. 23. Additional Resourceso www.powerformula.net • Get the most out of LinkedIn in 15 min a day• LinkedIn Business Development‐The Top 10 Gotta D ’ Li k dI B i D l t Th T 10 G tt Do’s• LinkedIn Groups‐Ca$h in on this powerful tool• LinkedIn People Searching‐Your ticket to improved ROI• Free tip loaded chapter from the book “The Power  Formula for LinkedIn Success: Kick‐start your Business,  Brand and Job Search”• Videos and audio Linkedin training presentations• Weekly email of LinkedIn tips & helps Additional Resources Continued Get your copy of Wayne s  Get your copy of Wayne’s book at Amazon Available in book stores in March 2011 “Wayne Breitbarth has written a great how‐to on one of the fastest‐growing  social marketing platforms.  This concise book will teach any business person  the value of being LinkedIn.  Read it and learn.” ‐‐Jack Covert, Founder, 800‐CEO‐Read, and Author of  The 100 Best Business Books of All Time 19
  24. 24. Additional Resources Continued Reading Tea Leaves by Randy Wilson http://rlwilsonconsulting.wordpress.com/ http://rlwilsonconsulting wordpress com/ Real Lawyers Have Blogs by Kevin OKeefe http://kevin.lexblog.com/ LinkedIn Blog http://blog.linkedin.com/ p g LinkedIn Group: Legal Updates by JD Supra http://www.linkedin.com/groups?about=&gid=2976360&t rk=anet_ug_grppro C4CM Upcoming Events• To view C4CM Upcoming Events please visit To view C4CM Upcoming Events please visit: http://www.c4cm.com/lawfirm/audioconferences.htm• To view C4CM CD Recording please visit: http://www.c4cm.com/lawfirm/recordings.htm 20