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Podcast: Absolute Trust Talk – Portfolio Protection

Bob is featured on the Absolute Trust Talk Podcast and discusses many topics surrounding his specialty, beginning with who is most likely to be victimized by financial advisors who do not act in the best interest of their clients. Bob then shares the different types of situations he sees his clients in and how they decided they were in over their heads and needed legal help. Later Bob weighs in on the do’s and don’t’s when looking to hire an advisor or broker and what you should regularly do to stay on top of your portfolio.

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Time-stamped Show Notes:

3:02 – Bob shares why senior citizens are the most common group of people he works with in regard to the loss of money in investments

4:20 – Kirsten asks Bob to share how clients come to the ultimate conclusion that they are in enough trouble and they need legal help

5:17 – Why senior citizens should not have volatile investments

8:44 – Bob discusses the different types of situations he sees and the types of advisors responsible for taking advantage of investors

11:08 – What “suitable” means regarding an industry standard for advisor-client relationships

15:00 – Bob defines the difference between the fiduciary and suitable standards in terms of responsibility of advisors to their clients

17:03 – Kirsten asks Bob to share what else he sees advisors doing wrong in his practice

19:56 – This is the most important thing you can do when looking to hire an advisor or broker

24:27 – Bob highlights what an investor should stay on top of when they finally hire an advisor or broker

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    Robert Gonser - Super Lawyers 2020
    Super Lawyers
    super-lawyers-2010

    Testimonials

    I needed an attorney with FINRA and business expertise and came across Bob Gonser. He quickly grasped the complex issues at hand that other attorneys could not, and led me skillfully through the entire arbitration process. It was a 9 month process that eventually led to a 5 day arbitration because the Respondent not only fought every step of the way, but raised the stakes with a $1.9mm Counterclaim. With Bob’s guiding hand, we entered the arbitration well prepared but faced a number of hostile w… Read more
    Michael R - San Ramon, CA
    Bob: I just wanted to send you a note now that all this is behind us, to let you know how much we appreciate your effort on our behalf. If it was not for you, we would never have been able to recover anything from our broker/dealer. My sincere thanks for all your help.
    J.B., California
    Bob: You should feel proud of your professional performance in handling my mother’s securities arbitration case earlier this year. My family and I extend our personal thanks to you and Marie for your hard work to make our case a success. We were extremely pleased with your performance.
    G.B., North Carolina
    Through your hard work and smarts, you secured a good settlement for me. I would never have been able to recover a penny without your help. I thanked you at the time, but just wanted to be sure you know how grateful I remain.
    C.O., California
    Thank you so much for the result. We got the result that was better than expected. It was a long journey and was worth the fight.
    P.K., Illinois
    Thank you for all you have done to make things easier during this difficult time. We were lucky to have you on our team.
    L.T., CALIFORNIA
    On behalf of my family, we wanted to again Thank You for helping us in regard to our case. During some very stressful times you were always there to answer questions and put everything back into perspective. I felt a great level of comfort having you handle our case. You are very good at what you do.
    A.L., Minnesota
    Bob-My brother Dick, myself and especially my Mom want to thank you for all your hard work. We appreciate your candid appraisals of where our case stood as process evolved. We feel that realistically you achieved all that was possible considering all factors… Thank you.
    D.P., California
    Thank you so much for all your efforts on my behalf. It was a pleasure to be represented by a kind, professional and passionate legal team during a challenging time for my family and me.
    V.D., CALIFORNIA
    Bob took my case on a contingency basis, which was important to me because I had lost everything in the bad investments my securities broker had recommended. Bob successfully argued in mediation, and got me a sizable reward. I would absolutely recommend Bob, especially for FINRA related cases.
    Joe B.
    Thank you for all you have done to make things easier during this difficult time. We were lucky to have you on our team. We were also very blessed to have the staff support that you provide with your services.
    L.T
    We appreciated Bob Gonser’s professional advice and support in handling our case and were impressed with his vast knowledge of our securities investments. Through Bob’s guidance, we were able to obtain a pleasing settlement without having to endure the stress of a hearing…
    A.P., Maryland

    Gonser Law PC

    3717 Mt. Diablo Blvd. Suite 210
    Lafayette, CA 94549

    (925) 310-4408

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