Managing Director, Merrill Private Wealth Management
The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
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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