Finding the perfect investment opportunities to offer their clients can be a difficult task for any financial advisor as they not only have to weigh the risks involved with these investments but also have to ensure they deliver the kind of returns that their clients expect. Fortunately BofI Advisor has created the perfect solution for financial advisors and it comes in the form of their concierge program.
BofI Advisor, a division of BofI Federal Bank, designed this concierge program to deliver high-yield banking products and services; and through an agreement between BofI Advisor and broker/dealers these products and services have been made available to qualified financial advisors who can in turn offer them to their clients.
These core banking products include 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.
In addition to offering these core banking products BofI Advisor guarantees the highest level of customer service for all clients, ensuring they have access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs
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
