The Advisor’s Minefield: Protecting Your Practice in a World of Lawsuits

The Advisor’s Minefield: Protecting Your Practice in a World of Lawsuits Why do even the most elite advisors get sued — and what can you do to protect yourself? On our latest Legally Speaking Podcast™ Live (sponsored by Clio), I was joined by Shaun Tracey, Counsel at Campbells LLP and author of The Advisor’s Minefield. Here’s what Shaun shared: 🔴 The 3 main reasons clients sue their advisors — even when advice was right 🔴 How scapegoat claims work, and why documentation is your best defence 🔴 The hidden “red flags” in your work and firm culture that create liability risks 🔴 The personal toll lawsuits take on advisors — and how to prepare for it 🔴 A simple defence checklist every practitioner should use today Two takeaways stood out: ✨ Scapegoat claims are real — record everything, every time. ✨ Pedigree won’t protect you — systems and safeguards will. 📚 Shaun’s new book The Advisor’s Minefield is out now. Grab your copy and access his free Practice Defence Checklist 👉 www.advisorsminefield.com 💬 Over to you: What’s the biggest red flag you’ve spotted in your own practice?