As investment professionals, financial advisors are constantly searching for sound products and services that they can present to their clients. Recognizing this need BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has designed a concierge program or financial advisors complete with high-yield banking products and services that go along with a dedication to customer care.
Financial advisors will find an array of superior banking products like BofI Advisor’s Select Money Market providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Earning Checking Account with high yields that beat the competition; Select Savings, providing a safe and secure Savings Account with a highly competitive rate; and Select CD, providing high rates, high returns, and no market risk.
These banking products serve to meet the demands of a financial advisor’s clients, protecting their money while producing favorable returns. In addition, BofI Advisor delivers a favorable climate in which financial advisors can operate, creating a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all your client accounts online once permission has been provided by clients and financial advisors will earn residual compensation on account balances and product offerings.
BofI Advisor will provide financial advisor’s broker-dealer with detailed quarterly reports remit residual payments for the accounts opened and funded by their clients. Financial advisors will be compensated by their broker-dealer on a quarterly basis.
To learn more about this concierge program for financial advisors visit: https://www.bofiadvisor.com/Advisors.aspx
