The Purposeful

WEALTH ADVISOR


from Barron’s Hall of Fame
Financial Advisor Raj Sharma


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Hardcover & EBook Available

There are gaps to be filled in the wealth management industry … and you can make the difference.

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. 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. 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.

“I have known Raj Sharma for nearly thirty years, and during that time I’ve come to know him as one of the most thoughtful and most sincere financial advisors in the business. The Purposeful Wealth Advisor fully reflects those admirable attributes and highlights that a financial advisor’s personal success is largely achieved by focusing on their clients’ and society’s well-being.”

—Richard Bernstein, CEO and chief investment officer, Richard Bernstein Advisors

“If you are a financial advisor or considering this profession, you must read this book. Raj Sharma is clearly ‘best of breed.’”

—Jeremy J. Siegel, professor of finance at the Wharton School, author of Stocks for the Long Run

“A good read for all investment professionals that shows how to overcome challenges. We extend our well-done to Raj Sharma for underscoring his focus on the client. A clear, undeterred, and steadfast focus on how to serve client needs and communicate, communicate, and communicate.”

—Mario Gabelli, founder, chairman, and CEO, Gabelli Asset Management

“Financial independence and management are core to a woman’s success, and Raj Sharma shows us just how to accomplish this by sharing a wealth of information and strategies to be successful. Raj’s commitment to giving back to society is exemplified in his approach to wealth management—thoughtful, strategic, and results-oriented. I hope this book inspires more women and minorities to consider the advisory profession.”

—Lata Krishnan, technology entrepreneur and philanthropist

“As one of Merrill Lynch’s most successful financial advisors, Raj is now sharing his wisdom and experience. This book is a must-read for someone considering a career in wealth management.”

—Winthrop H. Smith Jr., retired chairman, Merrill Lynch International

“With equal parts logic and love, Raj Sharma makes a convincing case that working as a financial advisor is a noble and lucrative career. He offers a clear step-by-step guide to becoming an advisor, thriving in the role, and helping clients live richer, more fulfilling lives.”

—Jack Otter, editor-at-large, Barron’s; global head, Dow Jones Wealth & Asset Management

Raj Sharma

Named to Barron’s Hall of Fame
Ranked by Barron’s and Forbes as a Top 100 Wealth Advisor

With more than 30 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. 

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.

  • Named to Barron’s “Top 100 Financial Advisors” consecutively for nearly two decades
  • Named to Barron’s Hall of Fame in 2019
  • Ranked #1 in MA on the Barron’s “Top 1200 Financial Advisors”, 2022 for the 14th consecutive year
  • Named to Barron’s “Top 50 Private Wealth Management Teams” as a member of the team, 2022
  • Ranked #1 in MA on the Forbes “Best-in-State Wealth Advisors” list, 2022 for the 4th consecutive year
  • Named to Forbes’ “Top Wealth Advisors”, 2022 for the 7th consecutive year
  • Named to Financial Times “400 Top Financial Advisers”, 2020 for 6th consecutive year

Press

Advisors Must Embrace ESG or Risk Losing Clients, a Top Merrill Advisor Says
A top Merrill advisor busts “myths” about wealth careers in new book
Top-Ranked Advisor Raj Sharma Reveals Path To Success In New Book

Raj Sharma is available now for interviews and book-related events. He can:

  • Speak to the benefits of working with an experienced financial advisor.
  • Debunk myths about wealth management using his more than thirty years of experience.
  • Offer advice for those considering a career in wealth management.
  • Explain the world of opportunity in the financial advisory business, particularly for young women and people of color.
  • Explore how to identify a meaningful career that can offer lifelong purpose and passion.

Interested in interviewing Raj Sharma? Connect with us below. 

“This book is a must-read for anyone who wants to succeed, not just in the financial services wealth management sector, but across all industries and disciplines. Raj Sharma has written the quintessential handbook on how to succeed, whether in corporate America, as an entrepreneur, or in life—particularly if you are a person of color, an immigrant, or a woman. How does a young immigrant from India end up being one of America’s top wealth advisors? In his book, Raj Sharma shows us how to be successful by following a few simple principles: a spirit of optimism, a sense of gratitude and humility, respect for yourself and others, and honesty and transparency. This book is a living testament to the immigrant story and how immigrants are contributing to America’s economic ecosystem while at the same time showing their gratitude through philanthropy—proving that America really is the land of opportunity.”

—Colette A. M. Phillips, president and CEO, Colette Phillips Communications; founder, Get Konnected!; co-founder, the GK Fund

“This book is an invaluable resource for all wealth advisors, would-be wealth advisors, and business executives. In this inspiring immigrant success story, Raj Sharma shows us exactly what has enabled him to go from his humble beginnings to being one of the most successful wealth advisors in America. Raj has written a necessary and timely book, delivering a road map for unlimited success.”

—Ajay Banga, vice chairman, General Atlantic; former CEO and executive chairman, Mastercard

“In The Purposeful Wealth Advisor, Raj sends a powerful message about the urgency for more nontraditional entrants into the advisory field to provide the kind of guidance and advice that can leave a positive and lasting impact on people’s financial futures.”

—Saira Malik, chief investment officer, Nuveen

“4 stars...An excellent career guide...making wealth management seem both intriguing and attainable as a career. Renowned wealth advisor Raj Sharma’s career guide models success in business as well as financial stability and motivation for one’s future.”

—Foreword Reviews

“A critical skill for individual success is developing strategies for wealth accumulation and management. That is greatly facilitated with a trusted financial advisor. Raj’s journey to wealth management success provides key insights, not only to aspiring wealth managers, but also to clients seeking an advisor with whom they can jointly succeed. From humble beginnings and many challenges, Raj provides fresh perspectives on the importance of a purposeful advisor.”

—Eric Rosengren, former president, Federal Reserve Bank of Boston

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    Press — Please contact Sky Wilson, Director of Marketing
    at Amplify Publishing Group, at sky@amplifypublishing.com.

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