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.
If you love The Purposeful Wealth Advisor...
Tap Dancing on Everest
Tap Dancing on Everest, part coming-of-age memoir, part true-survival adventure story, is about a young medical student, the daughter of a Holocaust survivor raised in N.Y.C., who battles self-doubt to serve as the doctor—and only woman—on a remote Everest climb in Tibet.
The team attempts a new route up…
Want books like The Purposeful Wealth Advisor?
Our community of 12,000+ authors has personally recommended 90 books like The Purposeful Wealth Advisor.
Share your top 3 reads of 2024!
And get a beautiful page showing off your 3 favorite reads.
1,885
readers submitted
so far, will you?
📚 If you like The Purposeful Wealth Advisor, you might also like...
Eclipse Chasers
Forthcoming eclipses coming up in Australia include that of 22 July 2028, which will cross Australia from the Northern Territory to Sydney, home of the internationally famous sights of the Harbour Bridge and the Opera House. Eclipse Chasers will act as a guidebook for both locals and international visitors, giving…
Trial, Error, and Success
Everything in nature evolves by trial, error, and success—from fundamental physics, through evolution in biology, to how people learn, think, and decide.
This book presents a way of thinking and realistic knowledge that our formal education shuns. Stepping beyond this ignorance, the book shows how to deal with and even…
