At the end of the day financial advisors understand that to be successful they must have satisfied clients and while that concept may sound basic enough the reality is this can involve a significant amount of work; it involves staying atop the financial markets, recognizing value in potential investments, understanding new investment strategies and so much more.
Recognizing how much work goes into being a financial advisor BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a concierge program complete with core banking products and services designed specifically for these financial advisors and their clients.
Among the core banking products offered by BofI Advisor are 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.
BofI Advisor not only serves the needs of a financial advisor’s clients but provides direct benefits to the financial advisor as well. These benefits 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
