What does it take for an attorney to not only excel in a specialized niche but also become a champion for client protection against financial deception?

In this episode of The Game Changing Attorney Podcast, Michael Mogill welcomes David Meyer, a pioneering force in the field of investment fraud law. Meyer reveals his journey from a chance encounter that shifted his career trajectory to becoming one of the leading figures in protecting clients from unscrupulous financial advisors.

Here’s what you’ll take away:

How specializing in a niche can transform your career and set your firm apart
Why vigilant protective measures are crucial for safeguarding clients against financial exploitation
How sharing client stories can serve as a powerful educational tool to prevent others from falling victim to similar fraudulent schemes

Success in law isn't just about litigation — it's about foreseeing potential threats and equipping your firm and clients with the tools to avert them. By focusing on these proactive strategies, law firms can turn vulnerabilities into resilience, ensuring a legacy of trust and security in their client relationships.

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Show Notes:

00:00 – Introduction

02:14 – Fighting Investment Fraud: How David Meyer Built His Practice

04:28 – The Landmark Case That Launched His Career

06:32 – Protecting Investors: Common Tactics of Bad Brokers

09:22 – Why Victims of Financial Fraud Blame Themselves

12:46 – Unbelievable Stories: The Dark Side of Financial Advising

17:47 – How to Vet a Financial Advisor and Avoid Scams

25:12 – Working With the SEC to Protect Investors

37:24 – What It Means to Be a Game Changer

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Links & Resources:

The Investor Protector by David Meyer

2000 Dot-Com Bubble

Continuing Legal Education (CLE)

BrokerCheck.org

Financial Industry Regulation Authority (FINRA)

Ponzi scheme

Stocks

Bonds

Mutual funds

Exchange Traded Funds (ETFs)

Securities and Exchange Commission (SEC)

Expungement

Robinhood

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Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O’Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more.

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If you enjoyed this episode, you may also like:

The Investor Protector

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