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BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY– A WEBINAR Christine S. Filip, Esq. President, Business Development Partners (Watchung) Jaimie B. Field, Esq. The-Rain-Maker,A Division of Marketing Field, LLC (Parsippany) Kimberly Rice KLA Marketing Associates (Cherry Hill) WETH02016

BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

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Page 1: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

BUILD YOUR PRACTICE

ETHICALLY AND

EFFECTIVELY– A WEBINAR

Christine S. Filip, Esq. President, Business Development Partners (Watchung)

Jaimie B. Field, Esq. The-Rain-Maker,A Division of Marketing Field, LLC (Parsippany) Kimberly Rice KLA Marketing Associates (Cherry Hill)

WETH02016

Page 2: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

© 2016 New Jersey State Bar Association. All rights reserved. Any copying of material herein, in whole or in part, and by any means without written permission is prohibited. Requests for such permission should be sent to NJICLE, a Division of the New Jersey State Bar Association, New Jersey Law Center, One Constitution Square, New Brunswick, New Jersey 08901-1520.

Page 3: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Thank you for logging in – the webinar will begin shortly.

Page 4: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

1. All Attendee phone lines are muted. 2. Questions may be submitted

Via Chat on the right hand side of your screen. Questions will be answered periodically during the

presentation

Note: Attendees with dial up connections will see a slower response.

Page 5: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

1. Type your question here.

3. See your messages here

2. Send

Page 6: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

TO ACCESS SEMINAR MATERIALS, ATTENDANCE VERIFICATION AND CLE FORMS PLEASE GO TO:

http://tcms.njsba.com/personifyebusiness/njicle/WebinarInformation.aspx

Page 7: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

PLEASE FAX OR E‐MAIL YOUR ATTENDANCE VERIFICATION FORM TO NJ ICLE

FAX: 732‐249‐1428

E‐MAIL: [email protected]

Page 8: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Build Your Practice Ethically and EffectivelyJuly 26, 2016

Speakers Today:Kimberly A. RiceJaimie B. Field, Esq.

Moderator: Christine S. Filip, Esq. President, Business Development PartnersCo-Chair, LOMC

Page 9: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

1. Provide a practical road map to build your practice ethically and efficiently. Business development is a learnable science.

2. Our speakers today are highly qualified to help you1. Kimberly A. Rice, Principal, KLA Marketing Associates2. Jaimie B. Field, Esq., Principal, The‐Rain‐Maker3. Moderator, Christine S. Filip, Esq., Co‐Chair of the Law 

Office Management Committee, President, Business Development Partners

Our Mission Today

Page 10: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

1. Even in an over crowded market in which demand is notbrisk. Here are the opportunity gaps:

a. Law school grads start earlier with better toolsb. Boomer gap: a. 65% of law firms’ equity partners will transition into retirement in 

the next 10 years, if not sooner;b. 63% of equity partners aged 60 or older control one quarter of 

total firm revenue; only 31% of firms have a formal succession plan

c. Unreliable demand: clients willing to switch

Enormous Opportunity for Smart Business Developers

Page 11: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

1. Business Development, a/k/a Marketing or Rainmaking is valid, probabilistic process you can learn and practice. Order of priority:

a. Network to build a referral base: join groups: networkers make more money http://on.wsj.com/2arD2jE

b. Speak to establish thought leadershipc. Publish to expand your audienced. Read intelligently about business and economics – the law 

profession “bus” rolls on economics based wheels: a. WSJ, esp., Real Time Economic News…local

Enormous Opportunity for Smart Business Developers….

Page 12: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

• Three Global Issues1. Everything you say and do regarding representing your practice, yourself 

and your firm in anymedium is a communication under the RPCs;2. “Advertising” includes all communications of a lawyer about the lawyer, 

the lawyer’s services, or the law firm; 7.1 (a); 3. “A lawyer shall not make false or misleading communications about the lawyer, the lawyer’s services, or any matter in which the lawyer has or seeks a professional involvement;” RPC 7.1 (a)*A communication is considered misleading if it omits a necessary fact(emphasis added).

Ethics Telephone Research Hotline ATTORNEYS ONLY 609‐292‐0694

NO LEGAL EFFECT BY CALLING

The RPCs Regulate Lawyer Marketing

Page 13: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Building a Prosperous Practice by

Effectively Networking

Presenter:

Kimberly Alford RicePresident/Chief StrategistKLA Marketing Associates July 26, 2016

Page 14: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

About Kimberly Alford Rice• Principal/Chief Strategist, KLA Marketing

Associates• Founder, Women in Law Rainmaker

Forum• Nationally renowned keynote speaker and

author on business-building strategies; business development/sales skills;

• Champion advisor to women lawyers committed to pushing through legal services glass ceilings

• Editor-in-Chief, ALM’s Marketing the Law Firm

• ALM Market Services Expert• Mommy to 2 furry friends

Page 15: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Networking, Really?

• Developing productive networking mindset

• Give to get – engage Law of Attraction

• Continuously connect with AND for others

Page 16: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

First Impressions: You Had Me at Hello

• Power of professional presence• Non-verbal communication – what are you

really saying• One opportunity to make it ‘the best’

Page 17: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Networking in the Moment: Best Practices

1. Think and behave like a journalist.

2. Turn off channel “What’s In It For Me”.

3. Be interested rather than interesting.

4. Sharpen active listening skills..

Page 18: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Leverage Relationship Builder

• Develop discipline to “toot your own horn” – how?

• Consistently expand your network – how?

• Continuously connect with others AND for others?

Page 19: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Develop Marketing Mindset

• Be proactive to recognize opps – for you andyour network

• Networking is not an event – but lifestyle

• Controlling outcome of opportunity

Page 20: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Ditch the Pitch

• The 55/45 Rule• Engage with open-ended questions• Practice languaging – examples

Page 21: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Now, the Heavy Lifting

• Create easy Follow-Up Plan• Schedule in calendar w/i 48 hours of initial meeting• Prepare for success – memory jogs• Practice languaging – examples• Be yourself

Page 22: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The Secret Sauce

Consistent, persistent massive amounts of action over a prolonged period of time

Page 23: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Sowing and Reaping

Page 24: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

THANK YOUQ&A

Kimberly [email protected]@rice_kimberly609.458.0415

Page 25: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Please record this code for your MCLE forms:succeed@72616

Page 26: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

There Is No One, Perfect Way To Make Rain For Your Law Firm 

Find What Works For You and Do It Consistently & Constantly

Page 27: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

I Don’t Have Time 

200 Billable Hours/Per Year = 40 Hours/Week (For a 50 Week Year)

Or a Total of 160 Hours of Billable Time Per Month

Page 28: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

I Don’t Have Time 

On Average There are 20 Business Days Per Month

20 Business Days X 24 Hours/Day  480 Hours

480 Hours – 160 Hours (8 Hours of Sleep/Night for 20 Nights)

320 Hours – 160 Billable Hours

320 Hours Left

160 Hours

Page 29: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

160 HOURS! 

Page 30: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

There Is No One, Perfect Way To Make Rain For Your Law Firm 

Rainmaking = Relationships

Page 31: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Fish Where the Fish Are!

A) Know Your Ideal Clients

B) Know Where Your Ideal Clients Congregate

Page 32: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Myriad of Ways to Create Rain

Page 33: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Which Tactics Do You Choose? 

• Social Media Networking Allows You to Meet Almost Anyone In the World and Create A Relationship with Them Virtually

• Blogging, Vlogging, Webinars & Live Broadcasting allows you to showcase your knowledge = you create relationships with those who comment

• Referral Marketing Programs allows you create relationships by helping others get what they want ‐ In return, they will help you get what you want

Page 34: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Which Tactic Do You Choose? 

• Association Networking allows you to create relationships with your Ideal Clients.  

• Referral Groups are specifically designed to promote referrals amongst and between the members

• Attorney Networks allow You To create relationships with other attorneys who do not compete for the type of work you do. 

• Email Marketing & Newsletters allow you to keep yourself top of mind with potential clients, current clients and referral sources so that the relationship is continually nurtured  

Page 35: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

Which Tactics Do You Choose? 

The Ones That You Will Do Consistently & Constantly

Page 36: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

160 Hours Per Month15 Minutes:• Make a phone call to a client or former client. • Email an article or blog post to five contacts with a 

personal note.• Use the Linked In’s “Ways to Keep In Touch Feature” and 

make sincere comments to your connections• Find and follow 10 clients on Twitter.• Find and follow 10 leaders in your niche

30 minutes or so:• Meet a client or referral source for coffee.• Review your matter list for the past couple years. Make a list 

of clients you can call when you have only 15 minutes or less.

• Create a list of referral sources whom you could meet • Review the Twitter/Blog posts from your clients, industry 

leaders, or competitors. Forward and retweet relevant ones to your networks.

1 hour or so:• Write a blog post of a recent decision, or something hot in 

the news.• Attend, or lead, a webinar.• Review and edit your bio or Linked In Profile taking into 

account SEO and your client (their industry, their business problems, your legal solutions).

• Start working on your holiday cards. Don’t send the firm’s card. Send you own, with a personal note.

2 hours or so:• Research a byline piece for an industry journal or trade 

publication.• Take a client, referral source, or influencer out to lunch.• Attend a local industry networking or educational event.• Participate in a local industry association • Edit an article you are preparing for a local industry or trade 

publication.• Prepare slides and materials for an upcoming webinar or 

CLE.3 hours or so:• Drive out and visit a client.• Take a client to a game or show.• Write and post a blog. • Finish writing articles for industry and trade magazines  

Page 37: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

DO NOT VIOLATE THE ETHICS RULES!  

Page 38: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC 1.18 Prospective Clients

RPC 1.18 –d) A person who discusses with a lawyer the possibility of forming a client-lawyer relationship with respect to a matter is a “prospective client,” and if no client-lawyer relationship is formed, is a “former prospective client.”

Page 39: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC 1.18 Prospective Clients

• Avoid discussing legal matters at networking events or online.

• Herbert v. Haytaian 292 N.J. Super, 435‐436 (App. Div. 1996) The court found that under some circumstances, preliminary consultations may be substantial enough to form the basis of an attorney‐client relationship, even if the attorney is not actually retained to perform any further services.  

• Procanik by Procanick v. Cillo 226 N.J. Super. 132, 146 (App. Div.), certif. den. 113 N.J. 357 (1988) ‐ “’threshold communications’ between a lawyer and a prospective client may impose certain duties and responsibilities on the attorney even if no legal representation emerges . . .”

Page 40: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC1.6 Confidentiality of Information

RPC 1.6 –a) A lawyer shall not reveal information relating to representation of a client unless the client consents after consultation . .

Page 41: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC1.6 Confidentiality of Information

Reardon V. Marlayne, Inc., 83 N.J.460, 470 (1980) – “The ethicalobligations of every attorney topreserve confidences and secretsof a client is basic to the legitimatepractice of law.”

Kristine Anne Peshak - Illinois Assistant Public Defender - was disciplined under Illinois Rule 1.6 (exactly the same as New Jersey’s) for revealing confidences on her blog

Page 42: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC 1.7 Conflict of Interest – General Rule

RPC 1.7 – General Rulea) . . . a lawyer shall not represent a

client if the representation involves a concurrent conflict of interest. A conconcurrent conflict of interest exists if:

2) there is a significant risk that the representation o one or more clients will be materially limited by the lawyer’s responsibilities to another client, a former client, or third person or by a personal interest of the lawyer. (italics added)

Page 43: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC 1.7 Conflict of Interest – General Rule

Positional conflict - That is, when a decision favoring one client would likely create a precedent which would likely weaken the position the lawyer takes on behalf of another client.

Be Wary of Opinions on Your Blog

Page 44: BUILD YOUR PRACTICE ETHICALLY AND EFFECTIVELY A WEBINAR · 7/26/2016  · Provide a practical road map to build your practice ethically and efficiently. Business development is a

The-Rain-Maker

RPC 1.9 Duties to Former Clients

RPC 1.9c) A lawyer who has formerly represented a client in a matter or whose present or former firm has formerly represented a client in a matter shall not thereafter:

1) use information relating to the representation to the disadvantage of the former client except as these Rules would permit or require with respect to a client, or when the information has become generally known; or

2) reveal information relating the representation except as these Rules would permit or require with respect to a client.

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The-Rain-Maker

RPC 1.9 Duties to Former Clients

• Do not disclose information about former clients in a networking situation

• Do not disclose information about former clients in a blogging situation, unless such information is common or public knowledge

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The-Rain-Maker

RPC 5.5 Lawful Practice of Law

RPC 5.5a) A Lawyer shall not:1) Practice law in a jurisdiction where doing so violates the regulation of the legal profession in that jurisdiction.

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The-Rain-Maker

RPC 5.5 Lawful Practice of Law

• Are you licensed in all 50 states?

• Be aware that your posts, tweets, blogs can be read by people from across the world

• However, it’s not the posts, tweets and blogs, but the interaction with people from outside of your jurisdiction that could create the issue

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The-Rain-Maker

RPC 3.6 Trial Publicity

RPC 3.6a) A Lawyer who is participating or has

participated in the investigation or litigation of a matter shall not make an extrajudicial statement that the lawyer knows or reasonably should know will have a substantial likelihood of materially prejudicing an adjudicative proceeding.

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The-Rain-Maker

RPC 3.6 Trial Publicity

• In our 24 hour need for information, more and more journalists are seeking stories.

• As jurors in cases, both civil and criminal, go home and use the internet, there is a risk for mistrial if lawyers who are participating in a case are blogging or tweeting about their case.

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The-Rain-Maker

RPC 7.1 Communications Concerning a Lawyers Service

RPC 7.1a) A Lawyer shall not make false

or misleading communications about the lawyer, the lawyers services, or any matter in which the lawyer has or seeks professional involvement. . . .

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The-Rain-Maker

RPC 7.1 Communications Concerning a Lawyers Service

• Contains a material misrepresentation of fact or law, or omits a fact . ..

• Is likely to create an unjustified expectation about the results the lawyer can achieve

• Compares the lawyers’ services to other lawyers’ services

• Relates to legal fees (with exceptions)

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The-Rain-Maker

RPC 7.2 Advertising

RPC 7.2a) Subject to the requirements of

RPC 7.1, a lawyer may advertise services thought public media, such as a telephone directory, legal directory, newspaper or other periodical, radio or television, internet or other electronic media or though mailed written communications. All advertisements shall be predominantly informational. . . .

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The-Rain-Maker

RPC 7.2 Advertising

No drawings, animations, dramatizations, music or lyrics shall be used in connection with televised advertising No techniques to obtain attention that depends upon absurdity and is irrelevant to the selection of counsel A copy of all recorded or written communications must be kept for 3 years along with the record of where and when it was used

All advertisements must include the contact information for the attorney or law firm

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The-Rain-Maker

RPC 7.3 Personal Contact With Prospective Clients

RPC 7.3a) A lawyer may initial personal

contact with a prospective attorney or the purpose of obtaining professional employment

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The-Rain-Maker

RPC 7.3 Personal Contact With Prospective Clients

• You cannot contact a prospective client if:

• You know that the physical, emotional or mental state of the person is such that the person is not exercising reasonable judgment

• You have been asked not to send any communications

• It involves unsolicited direct contact within 30 days of a specific mass disaster

• Not by Email

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The-Rain-Maker

RPC 7.3 Personal Contact With Prospective Clients

• Rules for unsolicited contact with prospective clients:

• You must include the word “ADVERTISEMENT” in a font at least two sizes larger than the largest size used in the body of the letter

• You must have the word “ADVERTISMENT” on the envelope

• You must have appropriate language disclaimers:• “Before making your choice of attorney, you should give this matter

careful thought. The selection of an attorney is an important decision.”; and

• It must contain a notice that the recipient can report any misleading or inaccurate advertising to the Committee on Attorney Advertising

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The-Rain-Maker

RPC 7.4 Communication of Fields of Practice and Certification

RPC 7.4a) A lawyer may communicate the fact that they

lawyer does or does not practice in particular fields of law. A lawyer may not, however, state or imply that the lawyer has been recognized or certified as a specialist in a particular field except as provided (in the rules)

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The-Rain-Maker

RPC 7.5 Firm Names and Letterheads

From the Collection of Joseph Gunn /Letterhead

used by Ivan Reitman (1988) as he directed and produced Ghostbusters II

• You can use a “trade name” provided that you include the name of at least one managing member attorney and it is not false and misleading under 7.1

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There Is No One, Perfect Way To Make Rain For Your Law Firm 

Find What Works For You and Do It Consistently & Constantly

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The-Rain-Maker

Tel: 201-264-6040 - www.the-rain-maker.com (coming soon) – [email protected]

© 2016 Marketing Field, LLC

Who I Am

Jaimie B. Field, Esq.The-Rain-Maker

I believe that every Attorney can become a Rainmaker becauseRainmakers Are Not Born, They Are Taught sm

Training Seminars

Workshops

Group Coaching

One-on-One Training

Law Firm Retreat Keynote Addresses

New Jersey Law Journal’s “Best of  2015”:* #1 ‐ Best Lawyer/Law Firm Business Development Coaching, and * #1 ‐ Best Law Firm Marketing Consultant 

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The webinar has ended.

The program handbook, relevant CLE forms and additional materials for this program can be accessed at: 

http://tcms.njsba.com/personifyebusiness/njicle/WebinarInformation.aspx

Please hang up your telephone now.

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Profile of Christine S. Filip, Esq., President Business Development Partners

97 Anderson Rd., Watchung, NJ 07069

T: 908.279.7956; C: 917.733.5302; SKYPE: chris.filip @christine_filip

[email protected]

I am a seasoned leader, business developer and competitive strategist for

professional services firms and B2B companies, as well as not for profit

organizations. My firm’s work improves the multi-stakeholder drivers of

profitability in operating departments and enterprise wide, including the

dynamic interplay of Corporate Social Responsibility and Corporate Financial

Performance. We help firms gain clients and supporters by making

sophisticated services and causes easy to understand in these areas:

• Strategy: Make business generation and client and supporter loyalty

everyone’s business with coherent, inclusive strategic, competitive and

communication strategies;

• Financial Improvement via Business Development: Improve business

development, sales and marketing strategy and financial performance

using return on investment analyses through coaching of departments

and individuals to execute financial and partnering goals affecting the

revenue, gross margin lines;

• Personal Performance: Train executives for sophisticated self-presentation

and negotiation skills in the face of cultural, linguistic, generational, and

stylistic obstacles in face to face, video and social media environments;

• Leadership and Media Savvy: Enhance executive leadership by acquiring

significant speaking engagements; create and host thought leadership

conferences; draft and place articles, news and press releases; interact with

the media to gain expert commentary by in major media venues and social

media;

• Representation of Corporate Citizenship to the World by Design: Craft

superlative websites, unique marketing and sales collaterals for enhanced

SEO and social media penetration to target markets, always with a focus

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2

on the link between Corporate Social Responsibility and Financial Performance. I

helped establish, with Raymond M. Brown, Esq., the Corporate Human Rights Due

Diligence Practice at Greenbaum, Rowe, Smith & Davis LLP in 2010. In my firm, I

assist clients with the implementation or reframing of corporate social

responsibility.

I have been a media commentator, author of over 200 articles, a book, and speaker for

professional and business associations for over 25 years on all facets of business

development, public relations, pricing, media relationships, social media and

negotiations. I have been a professional journalist since 1988. In 2000

I was awarded the SBA Service Award by SCORE NYC, for developing and

delivering marketing seminars for small business owners in all five boroughs.

I began my career with IBM in sales, was a member of the Hundred Percent Club,

and I left corporate life as the first and only female General Manager of Savin

Corporation's New York Division, a fully functional business entity of 400+

employees with responsibility for all facets of management. In that post, I turned

around my branches from a loss to producing $50M per year.

In between IBM and Savin, I worked as a neuropsychological examiner at Tufts

New England Medical Center, testing adults and children and then representing

children for supplemental educational services under MA Chapter 766. During this

position I started law school at night.

In my law practice I represented authors in contract negotiations with publishers

and business owners in commercial transactions.

Before corporate life, I was a professional tennis teacher and coach. I taught all age

groups, and as the Women’s Varsity Coach, I led Gill St. Bernard’s team to an

undefeated season. I am an avid weight lifter, rower, tennis player, cross trainer and

grandmother.

Education University of Rhode Island, B.A., magna cum laude

E. New Mexico University, M.Ed., Renaissance Spanish Literature, English

Suffolk University Law School, J.D., admitted MA in 1982

Speaking Engagements & Appointments

• May 2016: “What You Say and How You Say It Influences Your Career”, for

Practicing Law Institute and Ivy Exec, a seminar addressing obstacles to effective communication (accents, cross cultural issues, multigenerational

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3

language differences), strategic leadership and negotiation skills;

• March 2016: “Leadership for Professionals”, NJSBA Solo and Small Firm Conference;

• October 2015: “Change Your Voice. Change Your Fortune!” at the Garden

State Human Resources Managers Annual Conference. Co-speaker with

Sharlene Vichness, this seminar addressed minimizing communication and vocal style differences and using one’s enhanced vocal presence in business negotiations and leadership skills;

• July 2015: Founder and moderator at “NJ Rainmaker Now!”, sponsored by NJSBA

for lawyers and CPAs in three locations;

• April 2015: Keynote, “A Master Class in Competitive Positioning”, AIA/NYC;

• December 2014: “Start Your Own Design Firm” at Zetlin & DeChiara

LLP, NYC for architects, engineers and designers;

• October 2014 to the present: Founder and Moderator of NJSBA’s Rainmaker College;

• May 2014, NJSBA Annual Conference: Moderator, “Marketing and Ethics”;

“Thinking On Your Feet©: Using Improv to Enhance Persuasion and

Presentation Skills In and Out of the Courtroom”;

• May 10, 2014, NJ Professional Services Marketing Group, “Evolve or Be

Yesterday’s News,” addressing competitive differentiation, social media to

sales, and pricing;

• April 10, 2014, Newark Regional Business Partnership, “Build Your

Business! Driving Marketing Into Sales,” ;

• March 5, 2014, Keynote, NYSBA Marketing Conference, NYC, “Pricing & The

Future of Law Firm Profitability”;

• December 2013, Appointed by the NJ Supreme Court to the Committee on

Law Firm Trade Names;

• August 2013: Founder of the NJSBA Business Developers Forum: “Establishing

a ROI Paradigm for Business Developers”;

• May 2013, NJSBA Annual Conference, “Ethical Business

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Development and Search Engine Optimization,”; “Marketing and Ethics”;

• February 2013, NJSBA Newly Admitted Lawyers Conference,

“Building a Successful Practice”;

• August 2012, NJSBA Technology Conference, Law Office Management

Committee Co-Chair, Speaker and Panel Moderator for “Ethics and

Marketing” with Carol Johnston, Esq. NJ OAE and Raymond M. Brown, Esq.,

Greenbaum Rowe Smith & Davis LLP;

• June 6, 2012, NJ Law Journal Conference: The New Partner Forum, Faculty

and Moderator, “The Career Arc: How Your Approach to Your Practice

Changes Over Time,”; www.njlj.com/newpartners;

• May 2012, NJ State Bar Association Annual Conference, Borgata Hotel,

3:30 p.m., “Master Class in Marketing: The Experts Speak”; “Social

Media”; “Marketing and Ethics”;

• April 2012, Rutgers Business School, Newark, Bove Auditorium: “Mastering

the Universe: Gender Equality and Leadership for Women MBAs”;

Affiliations NJ State Bar Association, Co-Chair Law Office Management Committee;

member, Lawyers in Transition Committee Former member, American Bar Association, Law Practice Management Section Member, Executive Women of New Jersey; Member, Corporate Boards

Committee, which runs the “Seat at the Table” Annual Conference and helps

women to be placed on the Boards of Directors of public companies;

Former Member, Association of Legal Administrators/NJ Chapter; Newsletter Committee

Advisory Board, Rutgers MBA Women in Business, Rutgers Business School, NJ Former Boards of Director memberships:

- Massachusetts First Feminist Federal Credit Union - Wider Opportunities for Women, Boston, MA

Former member, Small Firm Management Committee, Association of the Bar of the City of New York

Former Chair, Publicity Committee of the New Haven Bar Association Former Adjunct Professorships:

- Industrial Marketing, Marketing Management at Boston University’s

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MBA program

- Marketing at NYU’s Graduate School for Professional Studies

- Social Cause Marketing, Gray Marketing and Brands at the University of

Rhode Island

- Marketing, Branding and Channel Development at FIT’s federally

funded Program for Women Business Owners

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Kimberly Rice, President/Chief Strategist, KLM Marketing Associates

For over two decades, Kimberly Rice has been providing strategic marketing and business

development services to help lawyers generate greater revenue with higher quality clients.

Through strategic marketing planning and focused business development skills training and

coaching programs, Kimberly collaborates with law firms and individual lawyers to guide

and assist them in building, growing, and sustaining a healthy client base. One of her

particular strengths is educating lawyers on the practicalities of how to exceed clients’

expectations and increase revenues.

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For over 18 years, Kimberly served on and for senior management teams with several

corporate law firms in the metro Philadelphia area where she led firm-wide strategic

marketing programs to effectuate positive change within the firm as well as to drive a

positive culture change to illuminate the marketing imperative as a growing business model.

Sometimes serving as a virtual marketing director, Kimberly has built comprehensive,

integrated communication programs to produce measurable response and results for her

professional services clients.

She effectively works with all levels of an organization to bring an institutional awareness

and understanding of strategic business development, marketing, and client service

principals to enhance the efficacy of a firm’s operations, increase clients’ satisfaction, and

generate greater revenue.

Bringing decades of experience as a legal marketer, strategist, organizational development

specialist, project manager, and entrepreneur to bear on behalf of her clients, Kimberly

provides practical solutions for lawyers’ most challenging business development issues.

Among her professional activities, Kimberly serves as Editor-in-Chief of ALM’s

national Marketing the Law Firm monthly publication; is a member of the international Legal

Marketing Association and serves on the Board of Directors of its Metro Philadelphia

chapter. She is a member of the ABA and its Law Practice Management Section as well as

the Delaware Valley Law Firm Marketing Group.

In addition, Kimberly is a member of the Philadelphia Bar Association (Law Practice

Management Section) and is former Chair of Camden County Bar Association’s Law

Practice Management Committee. In other business activities, Kimberly is a member of the

Camden County Regional Chamber of Commerce and eWomen Network.

She is a frequent author and speaker to business, legal and community groups on a wide

array of professional services marketing-related topics. In her “off” hours, Kimberly enjoys

traveling, gardening, cooking and spending time with her family and their furry felines.