Finding the right products and services to offer their clients can be a challenging task for any financial advisor. To help solve this problem BofI Advisor has created a concierge program that not only satisfies the demands of a financial advisor’s clients but does so in a manner that’s advantageous for the advisor as well.
With a menu of core banking products and services BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), financial advisors can now provide their clients with the high-yield returns and unparalleled level of service they expect. These banking products include:
-Select Money Market accounts that provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges;
-Select Checking accounts that come with an opportunity to earn interest along with high yields that beat the competition;
-Select Savings accounts that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
-Select CD, providing high rates, high returns, and no market risk
To better assist financial advisors, the concierge program from BofI Advisor provides the ability to easily track and manage client activity through an information-sharing agreement they establish with their client. As an additional benefit, BofI Advisor provides financial advisors with a competitive free environment with no in-house wealth management or investment services.
Through an agreement with broker-dealers BofI Advisor is extending these products and services to qualified financial advisors, to learn more about this program visit: https://www.bofiadvisor.com/