Financial wealth advisor Raj Sharma’s new book gives readers the insight on how to build a career while helping others along the way.
- Raj Sharma shares his own experiences and helps prepare future financial professionals in his book The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams.
- Sharma spent over 30 years in wealth management and takes readers through the process of building their own career whilst helping others along the way.
- Through his own experiences Sharma explains the ins and outs of wealth management and opens a door of opportunity to anyone wanting to break into the sector.
Why it’s news
The book is an easy read that opens the world of wealth management to anyone. Sharma uses his own experiences to explain the world of wealth management and how readers can successfully start their own opportunities.
He teaches readers how to get started, how to build clientele, build their future, and help others achieve their goals as well.
Sharma says there’s a world of opportunity in the financial advisory business, particularly for young women and people of color. He says many firms don’t represent the people they serve as they mainly focus on the mega rich, which can open opportunities to those who focus on the actual people represented.
He states in the book that he strongly believes that “there are gaps to be filled in the wealth management industry, and you can make the difference.”
“If you are a financial advisor or considering this profession, you must read this book. Raj Sharma is clearly ‘best of breed,” says Jeremy J. Siegel, professor of finance at the Wharton School.