Paul Werlin

Moving into management isn't a natural progression for some. It requires a different skill set and it's not always the most successful advisors who make the grade.

Until someone discovers the fountain of youth, one fact of life is unavoidable: We will all get older. And along the way, it is inevitable that many of us will need health care to help us rehabilitate, recover, or just have a good quality of life. In fact, experts say 70% of everyone who reaches 65 will need some type of long-term care during their lifetimes.

One recruiting advantage that banks enjoy is a “minor league” of sorts. Unfortunately, it’s ignored too often.

Perhaps it‘s no surprise, but upfront money keeps hitting unprecedented levels. Can that continue?