The Purposeful Wealth Advisor
Book description
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…
Why read it?
1 author picked The Purposeful Wealth Advisor as one of their favorite books. Why do they recommend it?
Raj Sharma is an industry veteran who has spent decades dealing with wealthy investors.
Sharma describes the evolution of the wealth management industry, and the importance of total wealth management. This is a good book for financial advisors who are beginning their careers, or for advisors who are seeking to evolve their practices to better meet their client’s needs.
From Tony's list on wealth advisors who want to embrace change.
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