Choosing a financial advisor is one of the most important decisions you’ll make for your financial future. But what makes the right fit? In this video, Susan walks you through five critical questions every prospective client should ask—from understanding the breadth of services to decoding how advisors get paid. Learn what truly integrated financial planning looks like, why communication style matters more than you think, and how to spot an advisor who’s really listening to your needs. Because the best advisor isn’t always the most celebrated one—it’s the one who understands your financial life.