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...
These Blue Mountains
A moving story of love, betrayal, and the enduring power of hope in the face of darkness.
German pianist Hedda Schlagel's world collapsed when her fiancé, Fritz, vanished after being sent to an enemy alien camp in the United States during the Great War. Fifteen years later, in 1932, Hedda…
Want books like The Purposeful Wealth Advisor?
Our community of 12,000+ authors has personally recommended 99 books like The Purposeful Wealth Advisor.
Share your top 3 reads of 2025!
And get a beautiful page showing off your 3 favorite reads.
1,366
readers submitted
so far, will you?
📚 If you like The Purposeful Wealth Advisor, you might also like...
Marriage and Fatherhood in the Nazi SS
When I was writing this book, several of my friends jokingly called it the Nazi baby book, with one insisting it would make a great title. Nazi Babies – admittedly, that is a catchy title, but that’s not exactly what my book is about. SS babies would be slightly more…
A Forgivable Indecision
In 1913, a 15-year-old pregnant girl was found dead of apparent suicide. Dr. James Wilson, a new graduate and the first doctor ever to start a practice in this rural town, feels guilty over her death because of his delayed intervention.
He knows Bessie was raped by one of her…
