Finding the right investment opportunities for their clients can be a challenging task for any financial advisor as these clients often expect not just favorable returns but limited risks as well. Fortunately BofI Advisor has made the job of financial advisors much easier with the offering of their concierge program that includes high-yield banking products and services.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), understands just how important it is for a financial advisor to keep their clients satisfied with their investment options and the core banking products and services are capable of delivering the results these clients desire.
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.
What makes the concierge program from BofI Advisor so unique is that it also provides a number of benefits to the financial advisor, offering 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
