BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI) has created a concierge program in which financial advisors have the ability to offer their clients a range of high-yield banking products and services.
These leading banking products are provided to consumers and businesses through a niche market of Independent Financial Advisors with the products including:
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
By creating such a rewarding concierge program BofI Advisor serves to facilitate the needs of all financial advisors, giving them the exactly what they want for their clients. In addition to serving the needs of a financial advisor’s clients BofI Advisor also takes care of the individual financial advisor, providing 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.
To learn more about how you can provide the high-yield banking products and services to your clients please visit: https://www.bofiadvisor.com/Advisors.aspx
