As most financial advisors know, finding sound investment opportunities for their clients can be a challenge and making that discovery even more challenging is their clients’ desire to limit their financial risks. To make the job of a financial advisor easier BofI Advisor has created a concierge program that offers core banking products and services designed to deliver favorable results.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), is now offering qualified financial advisors the opportunity to present their clients with these banking products and services as an investment opportunity; 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
Along with these core banking products BofI Advisor is dedicated to delivering the highest level of customer service to their clients. Clients have direct access to a team of account specialists with extensive experience in the financial industry, capable of assisting them with any questions they may have concerning their account.
For the financial advisor BofI Advisor has also created a number of benefits, among them 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
