A good financial advisor can help you build wealth, protect retirement savings, and prepare for the future. But not every advisor has your best interests at heart—and some use your words against you to push high-fee products or steer you toward choices that benefit them more than you. What you say in meetings can shape the advice you get, for better or worse. By avoiding these common missteps, you’ll protect yourself from being nudged into bad decisions. Here are eight things you should never tell a financial advisor unless you want to be misled.
