The financial advisory field has traditionally been focused on investments and returns, she noted.

Its important, but its not the whole picture, Ramnani added. The way to succeed is to focus on your income and what you can control, which are aspects of your career.

To that end, Ramnani and her fellow advisors maintain a network of career coaches for the benefit of the firms clients.

We do the due diligence for our clients, to find the right fit, she said. We also pay for the first consultation, because we dont want [the initial cost] to be a hurdle for them.