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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