Helping financial advisors succeed is a daily focus of QBI. And a commitment to ongoing education is part of that focus. Please use the tools on this page as a way to enhance the service you provide to our mutual clients.
QBI is pleased to share this series of video discussions for financial advisors presented by Fred Reish of Drinker Biddle, one of our industry's leading expert attorneys. In this special session, Fred shares insights on industry trends, regulatory issues and best practices for financial advisors interested in growing their retirement practices.