The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams

I thought the book would be about investing in the stock market. It is rather about caring about the people with whom one is working. There is the Gordon Gekko way of grabbing quick bucks- "greed . . . makes everything possible"- and the Raj Sharma way (to quote Tom Lehrer out of context) of "doing well by doing good."When we bought our first house, our attorney (Harvard Law,1969) shook hands with the seller's attorney (Harvard Law, 1938). As we were getting up to leave, I asked my attorney if we needed to get some changes in writing. He responded, in effect, that it was not necessary, a handshake was good enough until the class of 1956. This book is about the lifelong value of such a handshake.

This is a great guide for anyone considering a career in wealth management or perhaps starting to plateau. Raj shares what’s worked in easily digestible chapters. This will definitely be a book that In revisit throughout each stage of my journey to becoming a successful advisor!

A Tour de Force by Raj Sharma . From his humble beginnings , Raj expresses with tremendous clarity of thought how to be successful in a highly competitive profession where the vast majority fail.A brilliant blueprint on how to overcome adversity and failure, and take yourself to the top. Destined to be a classic for this profession.Paul Robert GarridoBoston, Massachusetts

Boring and generic. If you can imagine what a generic book about becoming a financial advisor is like- you’ve already read the book.

I just finished Raj’s book on building a successful financial advisory practice. It’s probably the 5th book of such kind that I’ve read and this is hands down the best one!It’s very easy to read (I finished it in 1 week) and Raj offers clear and detailed strategies to build a client focused business.

The author clearly outlines his vision for success in the business and its impact on clients and teammates...very personal and authentic.

The book is a quick and very enjoyable read, with a plethora of pearls for not only early and mid-career advisors but also anyone interested in learning what to look for when seeking the expertise of an advisor.

Not good. The author approves of DEI which means that he most likely invest in DEI companies. DEI companies are used to create losses not gains. He has very poor judgment.