In this conversation, we talk with Tom Simon, a former FBI Special Agent with 26 years of experience in financial crime investigations, now operating as a licensed private investigator through Simon Investigations. Tom sheds light on the current landscape of financial fraud, what trends he’s seeing in scams and investment fraud, and how planners can proactively protect their clients. We explore effective prevention strategies, best practices for fraud detection, and how planners can sharpen their skills to spot red flags early.