336. David Meyer — Your Financial Shield: How to Spot and Stop Investment Scams [Encore Edition]

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. ---- 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 ---- 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 ---- Listening to this episode but want to watch it? Check it out on Spotify.  Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- 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. ---- If you enjoyed this episode, you may also like: Episode 285 — Morgan Housel — Mastering the Psychology of Wealth: Beyond Money and Success Episode 197 — Robert Greene — The Laws of Power and Human Nature Episode 302 — AMMA — Leading with Integrity: How to Compete Ethically

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How can you become a game changer? Michael Mogill, Founder and CEO of Crisp, has used his mastery of marketing for lawyers to grow his company to an 8-figure powerhouse. In just a few years, Crisp has helped thousands of attorneys adapt to the new legal landscape, differentiate themselves from the competition, and earn millions in new revenue. In every episode, you’ll hear from law firm entrepreneurs and market leaders — people who flourish in the face of adversity, challenge the status quo, and define what it means to be a game changer. We investigate success stories and business growth and scalability strategies that can help you attract your ideal clients. Plus, discover hidden insights and actionable advice on how company culture and employee engagement, marketing and advertising, and management and hiring fit into the big picture. What do all our guests have in common? These successful attorneys and business owners prove that the key to innovation is a game-changing mindset. If you want to run your law firm like an entrepreneur, achieve a greater ROI, and build a world-class organization that stands the test of time, then you’re in good company. Subscribe to the Game Changing Attorney Podcast and get ready to take your business to the next level. For more information, visit https://www.crisp.co/podcast/