5. What are their marketing initiatives and can you be directly involved in them?
6. Does the firm have a defined, clear and articulated point of view that takes a holistic approach to leading investors to a fulfilling life?
A growing number of women-owned, independent RIAs now exist that address the corporate culture and client service issues we see so often. Think about where you want your life and career to go, and whether your current firm is really the best fit for you.
Lorraine Ell is chief executive officer and senior financial advisor at Better Money Decisions.