Having a background in the financial services business both as a financial advisor and sales trainer for over 34 years, I always felt there was something missing. I had been very successful as a financial advisor working for the biggest Wall Street firms, Merrill Lynch, Smith Barney, UBS, etc… but found myself contemplating – how could I do a better job for my clients? How could I make the client happier? Likewise, how could I make myself happier? I knew something was absent.