Kim Lisa TaylorSecurities Attorney, Founder, Syndication Attorneys, PLLC · Corporate Securities Attorney, 2x Best-Selling Author, Nationwide Speaker | Private Placement

Protect yourself from fraud with these essential steps!

4 Jul 2025 · 1 min

Watch on YouTube

0:57

In this brief segment of the YouTube video, the host answers a viewer’s question on fraud prevention. The response emphasizes two core strategies: first, conducting thorough background checks with appropriate lookback windows—ensuring the right type of background reports are used and that historical records are examined as far back as possible for investment decisions. Second, securing all personal and financial accounts by enabling two-factor authentication (2FA), using either SMS codes or Google Authenticator, across financial, social media, and communication platforms. The advice is presented in a conversational, instructional tone, encouraging viewers to adopt these practical steps to reduce fraud risk.

Chapters

So what are— what do you recommend that people do to prevent fraud?
Well, just to touch on what you just mentioned, as far as the lookback window, I think that's really important to consider because some background reports, but for investing, you can go back as far as records will allow. So you have to make sure you're using the correct type of background reports so you're not missing those types of things. So in regards to your questions, what to do to To prevent fraud, I think we've covered the most important part is to background check. You know, that is essential. And then it goes into other things to protect yourself. For example, I use 2-factor authentication for everything. Every account that I have, every financial account, social media account, communication account, everything I use either a text or Google Authenticator.