While every financial advisor wants to meet the demands of their clients it goes without saying they also have needs of their own. With that in mind financial advisors can’t afford to simply present their clients with just any product or service, they must offer those that come with the best returns and unmatched services if they are going to reach their own goals.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), fully understands this and has designed their concierge program in a manner that not only delivers the results a client desires but the results a financial advisor aspires for as well.
This concierge program from BofI Advisor offers a number of high-yield banking products that include: 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.
Through an agreement with broker-dealers BofI Advisor is making these banking products, as well as their dedicated services, available to qualified financial advisors. Not only do financial advisors get the benefit of providing their clients with these high-yield banking products but they do so in a favorable environment as BofI Advisor operates in a competition free environment without in-house wealth management and provides financial advisors with the ability to access consolidated reporting to view all their client accounts online once permission has been provided by clients.
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
