Understanding that the job of a financial advisor can be extremely difficult during these unpredictable economic times BofI Advisor has created a concierge program capable of delivering favorable returns from high-yield banking products and services. For the financial advisor BofI Advisor’s program not only produces strong results but limits risks as well.
As a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), BofI Advisor is fully aware of the expectations placed upon financial advisors. To assist them in meeting and exceeding those expectations BofI Advisor has carefully crafted their concierge program to include banking products capable of producing those results.
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.
The concierge program created by BofI Advisor not only provides benefits to the clients of financial advisors but 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
