Industry Veteran Explains How To Build Strong Wealth Firm

Editorial Staff

17 February 2023

A highly-ranked US financial advisor, Raj Sharma, is setting out how to build a strong wealth management business in a new book that will hit the bookshelves this December.

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

Sharma, who has worked in wealth management for more than 30 years, has been inducted into Barron’s Hall of Fame, having been named one of America’s top 100 financial advisors for nearly two decades. In 2022, both Barron’s and Forbes ranked him as the #1 advisor in Massachusetts. Forbes also named him as one of America’s top wealth advisors from 2016 to 2022. Most recently, Barron’s featured the Sharma Group among the country’s top 50 private wealth teams from 2020 to 2022. Additionally, Raj was included in the Financial Times’ list of the top 400 financial advisors in the country for nine consecutive years.

The book features a foreword by Andy Sieg, president of Merrill Wealth Management.

Sharma hopes to encourage historically marginalized groups, such as women and people of color, to consider a career as a financial advisor.

" sends a powerful message about the urgency for more non-traditional entrants into the advisory field,” writes Saira Malik, chief investment officer of Nuveen.

Published by Amplify Publishing, The Purposeful Wealth Advisor will be released in hardcover on December 6.