Open Daily: 10am - 10pm | Alley door pickup 10am - 7pm 3038 Hennepin Ave Minneapolis, MN
612-822-4611

  • Open Daily: 10am - 10pm
    Alley-side Pickup: 10am - 7pm

    3038 Hennepin Ave Minneapolis, MN
    612-822-4611

Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams

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

Sharma, Raj

Hardcover

Business GeneralInvesting & Finance

Publisher Price: $30.00

ISBN10: 1637555482
ISBN13: 9781637555484
Publisher: Amplify Publishing
Published: Dec 6 2022
Pages: 248
Weight: 0.90
Height: 0.90 Width: 5.60 Depth: 8.40
Language: English

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.

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