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True colors?

If women are only in administrative roles, “keep that on your radar and ask questions in the interview,” Boothroyd says.

“Usually you can tell a lot about a firm by simply observing the office atmosphere. How are the women working within the firm treated? If you’re sitting in a meeting with your advisor, and he yells for one of the ‘girls’ to get him some coffee or something similar occurs, it may be an indicator of how he feels about you as a client.”

You can also get an idea of how a male advisor might feel about his female clients by asking some questions that should indirectly reveal his true colors. By asking about his family, you might learn how he feels about his wife, daughter or mother, Boothroyd says. She also suggests asking him to talk through a time when he had a client who was concerned about the market. “If he rolls his eyes or complains about people who worry too much, imagine how you’d feel if you were in that situation,” she says. Another test she suggests is to pick a financial concept and ask him to explain it to you. See how he addresses the issue, and whether he checks to make sure you’re following his explanation.

Women shouldn’t rule out male advisors, as plenty of them understand the importance of developing client relationships with women.

“As I’ve spent the past year traveling around the country presenting to and talking with Fidelity’s advisor-clients, many times it’s the male advisors who come up to me and ask how they can do a better job working with female clients,” says Laura Kogen, vice president of practice management and consulting for Fidelity Institutional Wealth Services. “Or, they often share a story about how their firm has learned the importance of engaging with their female clients and the spouses of their male clients, who, up until that point, may have been leading the relationship.”