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NY Attorneys: How to Market Yourself Ethically on LinkedIn (Audio Only)

(352 reviews)

Produced on March 26, 2020

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Course Information

Time 2h 7m
Difficulty Intermediate
Topics covered in this course: Ethics Science & Technology

Course Description

In this program, Tarter Krinsky & Drogin attorney Amy B. Goldsmith, Co-Chair of the Intellectual Property Practice, Marc Halpert, LinkedIn, and social media expert, and Carol Schiro Greenwald, legal marketing guru, explain the ethics of using LinkedIn and other social media platforms in your legal practice. What is permitted by the New York Rules of Professional Conduct (NYRPC)? What actions may violate the Rules? What can and should lawyers say on LinkedIn or other social media platforms to drive incoming business contacts? What makes a casual reader of your LinkedIn (or other business profile) want to contact you?  How should you handle online client reviews? How can you coordinate your online and in-person networking initiatives so that they complement each other? The panel will also focus on other social media and online marketing techniques that lawyers can employ while maintaining ethical compliance.

Learning objectives:

  1. Examine the NYRPC’s rules about information gathering using social media, inadvertently creating an attorney-client relationship, and advising a client about its preservation obligations

  2. Review permissible and impermissible attorney advertising

  3. Craft a LinkedIn profile that tells WHY you do what you do

  4. Develop best practices via comments and shared material to present yourself as a thought leader to your LinkedIn contacts

  5. Optimize the LinkedIn search function to improve your profile being found, and learn to optimize the five sections on your LinkedIn profile

  6. Manage endorsements, recommendations, and online reviews within the strictures of the NYPRC

  7. Discuss how to integrate online and in-person activities so that you present a seamless brand

  8. Explore how to use your online presence to complement and extend in-person initiatives 

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Carol Schiro Greenwald

CSG MarketingPartners

Carol works with professionals, their firms and practice groups to help them develop the business as expeditiously as possible.

Carol Schiro Greenwald, Ph.D. is marketing and management strategist, trainer, and business development coach. She works with professionals and professional service firms to structure and implement growth programs that are targeted, strategic and practical. Her book, Strategic Networking for Introverts, Extroverts, and Everyone In-between (American Bar Association, Law Practice Division, 2019) forms the basis for training and coaching the program that links business development networking activities with both personal and firm goals. Carol helps individuals and firms structure their practice around their clients. Her approach is captured in her book, Build Your Practice the Logical Way – Maximize Your Client Relationships (with Steven Skyles-Mulligan, American Bar Association, 2012) which provides a guide to growing practice by focusing on best clients, understanding their About Us Carol builds successful professional practices. 3/1/2020 Carol Schiro Greenwald experienced consultant, excellent speaker, strategist and trainer https://www.csgmarketingpartners.com/NAboutBio.html 2/2 perspective, creating client-focused communication and process protocols and prospecting for new clients similar to the best clients.

Amy Goldsmith

Tarter Krinsky & Drogin LLP

Successful, profitable businesses share certain characteristics: immediately recognizable brands, desirable products or services, and a strategic plan which minimizes legal risks. As co-chair of the Intellectual Property Group at Tarter Krinsky & Drogin, Amy B. Goldsmith partners with clients to provide practical legal advice and connections to grow their businesses. A strategic advisor, she guides clients in all stages of their development from idea conception and protection, to funding, manufacturing and enforcement. Copyrights and patents are an important part of a company’s strategy, and understanding when protection is likely (or not) to be granted is critical in the design process.

Marc W. Halpert


Marc W. Halpert is a self-described “multi-preneur.” Since leaving the corporate finance world in 2001, Marc has started 3 companies, all of which he still operates. In 2010 he started his third company, connect2collaborate, to spread his LinkedIn and networking evangelism to train and coach others. In all his LinkedIn training and coaching, he offers entrepreneurs and professional practitioners the opportunity to better explain their brand and positioning on their LinkedIn profile pages: why them vs. the competition.

His orientation to his clients is to examine the best LinkedIn strategy to attain their goals, set the bar high for using the best-suited functional aspects of LinkedIn to heighten brand management, and urge them to continuously reinvigorate their brand throughout the extended sales cycle.

As a LinkedIn trainer, Marc has been recognized as a high-energy speaker at national and regional conferences and instructor to sales/marketing and HR/training departments at large and small professional service firms and businesses. His specialty in customized personal coaching has helped individuals in all walks of life and industries to use LinkedIn to better achieve their professional goals.

Marc has authored numerous articles on innovations using the latest LinkedIn techniques for self-branding in national publications, both in paper and online. He serves as a subject matter expert for the business, technology, and social media press. He is a contributor to inc.com and has been heard on WCBS Newsradio 880 AM giving LinkedIn advice on their business reports. He blogs every business day with a LinkedIn Nugget.  

His book LinkedIn Marketing Strategies for Law and Professional Practices, published in June 2017 by the American Bar Association, helps all types of professionals learn to better market themselves using the tools on LinkedIn. His latest book You, Us, Them: LinkedIn Marketing Concepts for Nonprofit Professionals Who Really Want to Make a Difference, self-published in June 2018, is the only book of its kind aimed at the nonprofit/NGO/association industries.

In September 2019, he released an online e-course LinkedIn for Baby Boomers and Other Encore Career Seekers who are resisting retiring and committing to the next step in their careers, using LinkedIn to best capsulize their skills and experience to find that next perfect position. 


Maria B.

Very helpful course, well structured. Thank you!

Rita R.

Really good course.

Paula G.


Salvatore C.

Helpful for a "millennial" attorney

Glenn W.

Good job to the presenters !

David G.

Interesting mix of how to sell yourself and how not to get in trouble doing it.

Bob B.

Content was wildly outdated. Very surprised that younger lawyers who know far more about social media were not present or heard from. Wow.

Aparna P.

Very informative and great suggestions!

Yasmeen G.

Very informative and relevant in 2020. Thank you!

Nicole V C.

This was a great session! Thank you to the speakers. I would have loved to have actually seen them speaking rather than just their pictures.

Adam L.

very comprehensive!

David L.

Makes me want to beef up my linked on account

eugene b.

well presented for what could be a difficult subject

Carolyn H.

So necessary and germane for a period when we are all online or phone and excellent for all times. I believe I gained and can grow from this CLE. Thank you presenterS you wear great.

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