In a financial investigation it’s easy to get buried under all the words and numbers and to forget about emotions – those of your client, the person you’re investigating, and your own.

It’s understandable but something to guard against.

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  1. If your client is particularly stressed on the day of your meeting, not thinking straight,

Is it in poor taste to argue against leaning too hard on credentials when you post something on LinkedIn, a platform where people showcase their credentials for all to see? I don’t think so.

If you want a lawyer who will do a good job drafting a will, handling your divorce or making sure you’re

Listen to me explain why putting people at ease is the best way to elicit information from them. I don’t have a badge or a subpoena, so the key is to be nice to them and be interested in what they do, think, and feel. Get the podcast chat on Ernie Sander’s  “You Said What?”

Many of us love optical illusions. It’s a safe thrill to know we’re being tricked, and yet are still unable to tell our brains to “get real” and stop the illusion.

Bridget Riley, section of Blaze 4 (1964)

When you’re doing an investigation, the same kind of thing can take over

Any litigator tasking interviews of potential witnesses needs to know about the no-contact rule (ABA Model Rule 4.2)[1], which forbids talking to represented people on the other side of a case. This also goes for most current employees of the other side —  certainly any employee senior enough to make critical decisions or

In a partially hilarious, partially disturbing article this week in The Wall Street Journal, “Facebook Has No Sense of Humor,” the Editor in Chief of the satirical website The Babylon Bee related that two patently ridiculous “news” stories had recently been fact-checked by Snopes: The Onion’s “Shelling From Royal Caribbean’s M.S. ‘Allure’ Sinks Carnival

We always like to say that when we find out about a person, we do so without invading their privacy. That can still mean we find out a lot of things about them that they would rather keep secret, but those facts are derived from what we can legally look at: legal records, mortgages and