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; fortunately financial advisors can turn to BofI Advisor.
As a provider of industry leading banking products to consumers and businesses through a niche market of Independent Financial Advisors BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a concierge program that delivers high-yield banking products coupled with unparalleled customer service.
The banking products that financial advisors can offer their clients include: Select Money Market providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Earning Checking Account with high yields that beat the competition; Select Savings, providing a safe and secure Savings Account with a highly competitive rate; and Select CD, providing high rates, high returns, and no market risk.
BofI Advisor not only serves the needs of a financial advisor’s clients, they serve the needs of each individual advisor by creating an advantageous setting in which to operate which includes a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all your client accounts online once permission has been provided by clients.
To learn more about the high-yield banking products and services that are part of BofI Advisor’s concierge program go to: https://www.bofiadvisor.com/Program-Overview.aspx