Tag: skills
Partnership
Partnerships are a great way to pool resources and expertise in order to achieve a common goal. By working together, partners can share the...
Paraplanning
What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...
Quantitative Analysis
What is 'Quantitative Analysis' Quantitative analysis refers to economic, business or financial analysis that aims to understand or predict behavior or events...
Qualified Exchange Accommodation Arrangements
What is 'Qualified Exchange Accommodation Arrangements' A strategy used in some 1031 exchanges where a third party, known as an "accommodation party,"...
Fade
What is a 'Fade' A fade is a contrarian investment strategy used to trade against the prevailing trend. "Fading the market" is...
Warehouse Lending
What is 'Warehouse Lending'
Warehouse lending is a line of credit given to a loan originator to pay for a mortgage the borrower used to...
Leadership
What is 'Leadership' Leadership is the ability of a company's management to set and achieve challenging goals, take swift and decisive action,...
Gap Analysis
What is 'Gap Analysis' Gap analysis refers to the process through which a company compares its actual performance to its expected performance...
Take A Flier
What is a flier and how can it be used to promote my business
A flier is a printed piece of marketing collateral that is...