You constantly hear about people who fall victims to scams and fraud. Immediately your mind says, "Nah" that won't happen to me," then one day, you wake up and realize that all your life savings are banished. You think that if only you had checked your financial advisor license in brokercheck.com (free of charge), you would have found out that your "Finacial Advisor" was not even licensed in the first place.
Atty David Meyer, the managing principal at Meyer Wilson, one of the nations leading firms representing investment fraud victims, joins us for a conversation on how one conversation at the copier machine over 20 years ago led him to win a record-breaking jury verdict protecting 150 investment fraud victims.
Since then, David has been battling fraudulent financial advisors for more than two decades, and in this conversation, he shares some of the best advice he has for other lawyers who want to protect themselves and their clients.
Whether you are a lawyer looking for a renowned lawyer to help your clients with a potential financial fraud event to your client or you were too tempted to join Robinhood during the pandemic and invest all of your life savings in GameStop stock, this conversation is for you.
Resources mentioned in our episode:
- Meyer Wilson
- BUY NOW - The Investor Protector
Send us your questions at [email protected]
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