A financial advisor is entrusted by their clients to guide them along a path that will help them meet their financial needs and goals; often times this involves providing investment advice but just as important is their recommendation for banking products and services that will not only protect their money but actually deliver favorable returns.
Finding these banking products and services can be a difficult task for a financial advisor as many institutions make promises of high-yield returns but few actually deliver. Fortunately financial advisors have an alternative to these institutions, BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI).
BofI Advisor has designed a concierge program that incorporates core banking products along with dedicated customer service to provide their clients with the results they demand. Through an agreement with broker-dealers, BofI Advisor has made this program available to financial advisors so that they may pass them on to their clients.
This concierge program of BofI includes banking products like a Select Money Market Savings account that provides a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges; a Select Checking account with the opportunity earn interest and delivers high yields that beat the competition; a Select Savings account that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances; and a Select CD that offers high rates, high returns, and no market risk.
These products are coupled with high-level customer service as clients are provided access to a highly trained, dedicated team of BofI Advisor account specialists that understand the financial industry and can assist them with any questions.
Financial advisors wanting to learn more about how they can offer their clients these high-yield banking products and services can visit: https://www.bofiadvisor.com/Advisors.aspx
