As the majority of financial advisors know, success is built largely on their reputation for delivering the results their clients demand. A financial advisor can present their clients with countless investment ideas or advice on the financial markets but if they haven’t established a track record that proves their worth then they will have a difficult time attracting new business.
This is why it is critical for a financial advisor to align themselves with products and services that can help build that positive reputation. While that may appear to be easier said than done the reality is a financial advisor can actually build a solid foundation off the core banking products and services offered by BofI Advisor.
As a division of BofI Federal Bank, BofI Advisor provides a full menu of banking products that not only meet the needs of a financial advisor’s clients but exceeds them, these 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
Working in step with these products, BofI Advisor also provides a high-level of customer service, providing their clients with access to a highly trained, dedicated team of BofI Advisor account specialists that understand the financial industry and can assist them with any questions.
The job of a financial advisor can be made a lot easier with the banking products and services provided by BofI Advisor, to learn more on how you can offer these financial products to your client visit: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)
