Financial Advisors can Utilize Banking Products and Services from BofI Advisor to Meet Client Demands

When an individual entrusts a financial advisor to provide them with investment opportunities they expect to see positive returns. Knowing that these expectations exist a financial advisor has to be careful in selecting what opportunities to present their clients, fully aware that any investment that doesn’t produce the desired results could lead to the loss of a client. 

To help these financial advisors in delivering solid investment opportunities to their clients BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a concierge program complete with high-yield banking products and services capable of meeting the demands of any financial advisor’s client. These 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 couples these core banking products with a superior level of customer service, providing clients with access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.

Financial advisors are also provided with a number of benefits from BofI Advisor, benefits 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.