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The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
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The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
The Purposeful Wealth Advisor is a comprehensive guide for anyone looking to break into the wealth management industry, offering practical advice and insights from an experienced professional.
With a focus on diversity and inclusivity, this book provides a much-needed alternative to the traditional wealth management model, which has historically catered to the ultra-wealthy.
The author, Raj Sharma, shares his decades of experience in the industry, offering valuable tips and strategies for building a successful career as a financial advisor.
Whether you're just starting out or looking to take your business to the next level, this book is an essential resource for anyone looking to make a meaningful impact in the world of wealth management.
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