The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
Language: English
Published by Amplify Publishing, 2022
- Hardcover
- Used
Condition: Used - Very good
£ 7.49
Quantity: 1 available
Add to basketItem description from seller
Connecting readers with great books since 1972! Used books may not include companion materials, and may have some shelf wear or limited writing. We ship orders daily and Customer Service is our top priority.
Seller Inventory # S_482193965
- Title
- The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
- Author
- Sharma, Raj
- Publisher
- Amplify Publishing
- Publication year
- 2022
- Condition
- Very Good
- Binding
- hardcover
- Language
- English
- ISBN 10
- 1637555482
- ISBN 13
- 9781637555484
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.
"Synopsis" may belong to another edition of this title.
About the Author
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.
"About the title" may belong to another edition of this title.
Shipping rates within U.S.A.
| Item | 4 to 14 business days | 2 to 6 business days |
|---|---|---|
| First item | £ 2.80 | £ 5.22 |
Payment methods
Store description
Half Price Books has been connecting readers to great books since 1972. Customer service is our top priority.
Seller's business information
Half Price Books, Records, Magazines, Inc.
5803 E. Northwest Hwy
Dallas, TX U.S.A. 75231
Right of withdrawal
If you are a consumer you can withdraw from the contract in accordance with the following. Consumer means any natural person who is acting for purposes which are outside his trade, business, craft or profession.
Information regarding the right of withdrawal
Statutory right to withdraw
You have the right to withdraw from this contract within 14 days without giving any reason.
The withdrawal period will expire after 14 days from the day on which you acquire, or a third party other than the carrier and indicated by you acquires, physical possession of the last good or the last lot or piece.
To exercise the right of withdrawal, electronically fill in and submit a clear statement on our website, under "My Purchases" in "My Account". We will communicate to you an acknowledgement of receipt of such a withdrawal on a durable medium (e.g. by e-mail) without delay.
To meet the withdrawal deadline, it is sufficient for you to send your communication concerning your exercise of the right of withdrawal before the withdrawal period has expired.
Effects of withdrawal
If you withdraw from this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us).
We may make a deduction from the reimbursement for loss in value of any goods supplied, if the loss is the result of unnecessary handling by you.
We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to withdraw from this contract.
We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of such reimbursement.
We may withhold reimbursement until we have received the goods back, or you have supplied evidence of having sent back the goods, whichever is the earliest.
You shall send back the goods or hand them over to HPB Inc., Carrollton, Texas, U.S.A., +1 800-883-2114, without undue delay and in any event not later than 14 days from the day on which you communicate your withdrawal from this contract to us. The deadline is met if you send back the goods before the period of 14 days has expired. You will have to bear the direct cost of returning the goods. You are only liable for any diminished value of the goods resulting from the handling other than what is necessary to establish the nature, characteristics and functioning of the goods.
Exceptions to the right of withdrawal
The right of withdrawal does not apply to:
- The delivery of newspapers, journals or magazines with the exception of subscription contracts; and
- The supply of digital content which is not supplied on a tangible medium (e.g. on a CD or DVD) if you accepted when you placed your order that we could start to deliver it, and that you could not withdraw once delivery had started.