Ask any financial advisor and they will tell you the current economic climate has presented them with numerous challenges. Those challenges center on finding quality products and services to offer their clients, the kind of products that will produce the returns that these clients continue to expect. BofI Advisor understands these challenges and has designed their concierge program of banking products and services to overcome these obstacles.
As a division of BofI Federal Bank, BofI Advisor realizes the significant impact that high-yield banking products can have for a financial advisor’s clients and that is why they have included in their list of products:
-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
BofI Advisor isn’t simply about providing quality products, these products are matched with a superior level of customer service as they offer clients access to a dedicated team of BofI Advisor account specialists that understand the financial industry and can assist them with any questions.
For financial advisors, the benefits tied to BofI Advisor extend beyond the products and services that are offered to their clients; BofI Advisor also provides financial advisors a competitive free environment with no in-house wealth management or investment services and provides them with the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
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