Success for a financial advisor ultimately comes down to having a satisfied client base and that can only be done when that client base is seeing the kind of returns on their money that they want. To provide their clients with the products and services that will deliver those results a financial advisor has to consistently be looking for investment ideas, a task that can be difficult in this economic climate.
Fortunately for financial advisors BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI) , has designed a concierge program complete with banking products and services that meet and exceed the demands of an advisor’s clients.
Trough this concierge program qualified financial advisors can offer their clients access to products that 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
Along with the high-yield banking products BofI Advisor provides a financial advisor’s clients with superior customer service, ensuring they have access to a dedicated team of account specialists that have an intimate knowledge of 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
