A financial advisor puts their name on the line every time they present their clients with an investment opportunity. These financial advisors know that their clients are expecting to see favorable results from their investments and this means the opportunities presented to them must be capable of delivering. What this does is put a premium on proven products and services like those offered by BofI Advisor.
As a division of the publicly traded BofI Federal Bank, BofI Advisor has created a concierge program complete with high-yield banking products and services that are now available to qualified financial advisors through an agreement with broker/dealers. These core 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
BofI Advisor also provides a superior level of customer service for all clients, ensuring they have access to access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.
For the financial advisor, BofI Advisor provides a number of unique qualities that make their concierge program all the more advantageous, qualities that include a competitive free environment with no in-house wealth management or investment services; advisors earn residual compensation on account balances and product offerings; they can view customer accounts through information-sharing agreements; and much more.
Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)
