Atlanta 3/25/2013 7:15:00 PM
Financial Advisors Take Advantage of BofI Advisor’s Concierge Financial Services to Give More Value to Your Clients
As a Financial Advisor, you take on the responsibility to move your client through their most important financial decisions. This is a big responsibility and not one to be taken lightly. BofI Advisor is here to help make that job a little easier with products and features that will add value for you and your client by providing low risk financial investments without diminishing the high-yield return.
Some of the low-risk but still high-yield core banking products, which are FDIC insured up to $250,000 are:
- Select Money Market accounts: Provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges
- Select Checking accounts: Opportunity to earn interest along with high yields that beat the competition
- Select Savings accounts: Highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
- Select Certificate of Deposits: High rates, high returns, and no risk
Sound and reliable investment vehicles are important to provide the best financial services to your clients. With BofI Advisor supporting you, you will be able to minimize risk and maximize return potential with the aforementioned options.
Each financial advisor is linked directly to a team of BofI Advisor financial industry specialists with the specific capability to answer any and all questions related to each account.
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, or by calling (866) 923-7114.
