BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI) has created a concierge program in which financial advisors have the ability to offer their clients a range of high-yield banking products and services.
It is the job of any good financial advisor to recommend to their clients sound investment advice that will not only protect their money but also deliver favorable returns.
It is the responsibility of the financial advisor to decipher what products are capable of serving their clients and what products are simply won’t live up to the high demands.
As investment professionals, financial advisors are constantly searching for sound products and services that they can present to their clients.
Financial advisors are charged with a difficult task, meeting the high expectations of their clients. To do this these financial advisors are constantly looking for strong products and services that will meet those demands
While financial advisors can face incredible pressure due to the demands of their clients BofI Advisor has designed their concierge program complete with high-yield banking products and special attention to customer service to alleviate that strain.
BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI), has carefully crafted their concierge program with financial advisors in mind, providing banking products and services that deliver high-yield returns as well as un ...
Among the banking products offered through BofI Advisors are Select Money Market, providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Ear ...
Financial advisors are always on the lookout for strong products and services to offer their clients and BofI Advisors has designed their core banking products with that in mind.
To make managing these client accounts easier BofI Advisor provides financial advisors with the ability to view those accounts online provided the clients grant permission.
Financial advisors can offer their clients these products through an agreement BofI Advisors has with their broker-dealer.
BofI Advisors will provide financial advisor’s broker-dealer with detailed quarterly reports remit residual payments for the accounts opened and funded by their clients.
To meet the demands of their clients, financial advisors are constantly searching for the most rewarding products capable of delivering high returns.
Just as a financial advisor wouldn’t want to present their clients with an inferior product BofI Advisors has carefully created their core banking products to reflect their dedication to matching the desires of financial advisors.
BofI Advisor, a division of BofI Federal Bank, has created an ideal line of products capable of meeting the demands of clients while exceeding the expectations of financial advisors.
The pressure put on financial advisors to deliver the results their client’s desire can be overwhelming, placing an enormous amount of importance on the financial products they are able to offer.
Financial advisors are constantly looking for strong products to offer their clients and at BofI Advisor, a division of BofI Federal Bank, you will find a program designed to not only meet the needs of your clients but also produce the beneficial ...
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), is an organization dedicated to serving financial advisors and, ultimately, their clients.
Financial advisors around the country utilize the assistance of BofI Advisor’s concierge financial services. In order to better service their clients, financial advisors utilize BofI Advisor’s core banking products and services.