What every financial advisor wants is to make their clients happy and to do this they must constantly be keeping up to date with the latest trends in the market and uncovering investment opportunities that will deliver favorable returns. Of course this is not always an easy task but BofI Advisor has created a concierge program complete with banking products and services as a solution.
As a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), BofI Advisor has made these high-yield banking products and services available to qualified financial advisors through an agreement with broker dealers. This gives financial advisors the opportunity to offer their clients a host of banking 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
BofI Advisor complements these core banking products with an unmatched level of customer service, ensuring financial advisors that their clients are always having their needs met. These clients have access to a highly trained, dedicated team of account specialist capable of answering any questions and assisting them with their accounts.
For the financial advisor, BofI Advisor’s concierge program has plenty to offer in term of benefits as in includes 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
