Overview

There are gaps to be filled in the wealth management industry . . . and you can make the difference. Talking about money is taboo in many families, for many reasons. This lack of transparency spells opportunity for the wealth manager who can offer sane, sound, and practical advice for handling money successfully. However, many wealth management firms aren't representative of the people they serve. Most focus too narrowly on the ultrawealthy, and the business as a whole isn't as diverse as the United States--and it should be. There's a world of opportunity in the financial advisory business, particularly for young women and people of color. Up until now, the advisory business has been poorly understood, which has led to undesired barriers to entry. For the right person--someone who is entrepreneurial, loves people, and wants to build a business from the ground up--wealth management is one of the most exciting professions to be in. You're your own boss, and there's no ceiling on your income. Raj Sharma knows this better than anyone. One of the most well-respected advisors in the U.S., Raj has cultivated his business over the past thirty years. An insightful culmination of his decades of experience, The Purposeful Wealth Advisor shows you how to get started in the business of wealth management, thrive as you build your client base, own your financial security, and inspire your future.

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9781637555484

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Reviews

"""In The Purposeful Wealth Advisor, Raj sends a powerful message about the urgency for more nontraditional entrants into the advisory field to provide the kind of guidance and advice that can leave a positive and lasting impact on people's financial futures."" --Saira Malik, chief investment officer, Nuveen ""A critical skill for individual success is developing strategies for wealth accumulation and management. That is greatly facilitated with a trusted financial advisor. Raj's journey to wealth management success provides key insights, not only to aspiring wealth managers, but also to clients seeking an advisor with whom they can jointly succeed. From humble beginnings and many challenges, Raj provides fresh perspectives on the importance of a purposeful advisor."" --Eric Rosengren, former president, Federal Reserve Bank of Boston ""A good read for all investment professionals that shows how to overcome challenges. We extend our well-done to Raj Sharma for underscoring his focus on the client. A clear, undeterred, and steadfast focus on how to serve client needs and communicate, communicate, and communicate."" --Mario Gabelli, founder, chairman, and CEO, Gabelli Asset Management ""As one of Merrill Lynch's most successful financial advisors, Raj is now sharing his wisdom and experience. This book is a must-read for someone considering a career in wealth management."" --Winthrop H. Smith Jr., retired chairman, Merrill Lynch International ""Financial independence and management are core to a woman's success, and Raj Sharma shows us just how to accomplish this by sharing a wealth of information and strategies to be successful. Raj's commitment to giving back to society is exemplified in his approach to wealth management--thoughtful, strategic, and results-oriented. I hope this book inspires more women and minorities to consider the advisory profession."" --Lata Krishnan, technology entrepreneur and philanthropist ""I have known Raj Sharma for nearly thirty years, and during that time I've come to know him as one of the most thoughtful and most sincere financial advisors in the business. The Purposeful Wealth Advisor fully reflects those admirable attributes and highlights that a financial advisor's personal success is largely achieved by focusing on their clients' and society's well-being."" --Richard Bernstein, CEO and chief investment officer, Richard Bernstein Advisors ""If you are a financial advisor or considering this profession, you must read this book. Raj Sharma is clearly 'best of breed.' "" --Jeremy J. Siegel, professor of finance at the Wharton School, author of Stocks for the Long Run ""This book is a must-read for anyone who wants to succeed, not just in the financial services wealth management sector, but across all industries and disciplines. Raj Sharma has written the quintessential handbook on how to succeed, whether in corporate America, as an entrepreneur, or in life--particularly if you are a person of color, an immigrant, or a woman. How does a young immigrant from India end up being one of America's top wealth advisors? In his book, Raj Sharma shows us how to be successful by following a few simple principles: a spirit of optimism, a sense of gratitude and humility, respect for yourself and others, and honesty and transparency. This book is a living testament to the immigrant story and how immigrants are contributing to America's economic ecosystem while at the same time showing their gratitude through philanthropy--proving that America really is the land of opportunity."" --Colette A. M. Phillips, president and CEO, Colette Phillips Communications; founder, Get Konnected!; co-founder, the GK Fund ""This book is an invaluable resource for all wealth advisors, would-be wealth advisors, and business executives. In this inspiring immigrant success story, Raj Sharma shows us exactly what has enabled him to go from his humble beginnings to being one of the most successful wealth advisors in America. Raj has written a necessary and timely book, delivering a road map for unlimited success."" --Ajay Banga, vice chairman, General Atlantic; former CEO and executive chairman, Mastercard ""With equal parts logic and love, Raj Sharma makes a convincing case that working as a financial advisor is a noble and lucrative career. He offers a clear step-by-step guide to becoming an advisor, thriving in the role, and helping clients live richer, more fulfilling lives."" --Jack Otter, editor-at-large, Barron's; global head, Dow Jones Wealth & Asset Management"

In The Purposeful Wealth Advisor, Raj sends a powerful message about the urgency for more nontraditional entrants into the advisory field to provide the kind of guidance and advice that can leave a positive and lasting impact on people's financial futures. --Saira Malik, chief investment officer, Nuveen A critical skill for individual success is developing strategies for wealth accumulation and management. That is greatly facilitated with a trusted financial advisor. Raj's journey to wealth management success provides key insights, not only to aspiring wealth managers, but also to clients seeking an advisor with whom they can jointly succeed. From humble beginnings and many challenges, Raj provides fresh perspectives on the importance of a purposeful advisor. --Eric Rosengren, former president, Federal Reserve Bank of Boston A good read for all investment professionals that shows how to overcome challenges. We extend our well-done to Raj Sharma for underscoring his focus on the client. A clear, undeterred, and steadfast focus on how to serve client needs and communicate, communicate, and communicate. --Mario Gabelli, founder, chairman, and CEO, Gabelli Asset Management As one of Merrill Lynch's most successful financial advisors, Raj is now sharing his wisdom and experience. This book is a must-read for someone considering a career in wealth management. --Winthrop H. Smith Jr., retired chairman, Merrill Lynch International Financial independence and management are core to a woman's success, and Raj Sharma shows us just how to accomplish this by sharing a wealth of information and strategies to be successful. Raj's commitment to giving back to society is exemplified in his approach to wealth management--thoughtful, strategic, and results-oriented. I hope this book inspires more women and minorities to consider the advisory profession. --Lata Krishnan, technology entrepreneur and philanthropist I have known Raj Sharma for nearly thirty years, and during that time I've come to know him as one of the most thoughtful and most sincere financial advisors in the business. The Purposeful Wealth Advisor fully reflects those admirable attributes and highlights that a financial advisor's personal success is largely achieved by focusing on their clients' and society's well-being. --Richard Bernstein, CEO and chief investment officer, Richard Bernstein Advisors If you are a financial advisor or considering this profession, you must read this book. Raj Sharma is clearly 'best of breed.' --Jeremy J. Siegel, professor of finance at the Wharton School, author of Stocks for the Long Run This book is a must-read for anyone who wants to succeed, not just in the financial services wealth management sector, but across all industries and disciplines. Raj Sharma has written the quintessential handbook on how to succeed, whether in corporate America, as an entrepreneur, or in life--particularly if you are a person of color, an immigrant, or a woman. How does a young immigrant from India end up being one of America's top wealth advisors? In his book, Raj Sharma shows us how to be successful by following a few simple principles: a spirit of optimism, a sense of gratitude and humility, respect for yourself and others, and honesty and transparency. This book is a living testament to the immigrant story and how immigrants are contributing to America's economic ecosystem while at the same time showing their gratitude through philanthropy--proving that America really is the land of opportunity. --Colette A. M. Phillips, president and CEO, Colette Phillips Communications; founder, Get Konnected!; co-founder, the GK Fund This book is an invaluable resource for all wealth advisors, would-be wealth advisors, and business executives. In this inspiring immigrant success story, Raj Sharma shows us exactly what has enabled him to go from his humble beginnings to being one of the most successful wealth advisors in America. Raj has written a necessary and timely book, delivering a road map for unlimited success. --Ajay Banga, vice chairman, General Atlantic; former CEO and executive chairman, Mastercard With equal parts logic and love, Raj Sharma makes a convincing case that working as a financial advisor is a noble and lucrative career. He offers a clear step-by-step guide to becoming an advisor, thriving in the role, and helping clients live richer, more fulfilling lives. --Jack Otter, editor-at-large, Barron's; global head, Dow Jones Wealth & Asset Management

Author Information

With more than thirty years of wealth management experience, Raj Sharma is one of America's top financial advisors. Before joining Merrill Lynch in 1987, Raj worked for twelve years as a financial analyst, management executive, media specialist, and--during his college years--as a radio DJ. Thoughtful and analytical, with an excellent understanding of global economics and financial markets, Raj has received numerous industry designations. He has been inducted into Barron's Hall of Fame, having been named one of America's top one hundred financial advisors consecutively since the year 2004. In 2022 both Barron's and Forbes ranked Raj as the number one advisor in Massachusetts. Forbes also named him one of America's top wealth advisors from 2016-2022. Most recently, Barron's featured the Sharma Group among the country's top fifty private wealth teams from 2020-2022. Additionally, Raj was named to the Financial Times' top four hundred financial advisors from 2013-2021. Passionate about giving back to the community and the world, Raj is active in several local and global organizations involved with global poverty alleviation, youth leadership, and empowerment through education and inclusion. He lives in Massachusetts with his wife and four children. He enjoys traveling, music, hiking, art, and tennis.

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