Tuesday, March 21, 2023 6:30pm to 7:45pm
About this Event
Join us for a fireside chat with Raj Sharma, Managing Director of wealth management and Head of The Sharma Group at Merrill Lynch. Raj has been recognized in Barron’s, Forbes and Financial Times as one of America’s top advisors for nearly two decades. He has recently written a book “The Purposeful Wealth Advisor”, a best seller on Amazon for financial services.
The book contains strategies for sustained success in any profession. Raj focuses on the key elements for building a successful practice: Developing an aligned team, infusing purpose into your practice, goal setting, client bill of rights, radical transparency, philanthropy, importance of aligning mind, body and health and emerging macro trends in wealth creation such as ESG, legacy planning and family dynamics. The book also highlights wealth management as a wonderful, empowering career for women and a diverse segment of our society.
The net proceeds of the book will be donated to non profit organizations dedicated to promoting financial literacy for low income households.