Financial advisors are well aware that not all products and services designed to produce favorable returns and protect investments actually deliver on their promises. 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.
Fortunately that decision doesn’t have to be too difficult as BofI Advisor has designed a concierge program of banking products that have proven to be financially rewarding. These banking products 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
In addition to designing these high-yield banking products BofI Advisor couples this with unparalleled customer service, ensuring a financial advisor’s clients are always satisfied with the level of care they seek.
BofI Advisor has also taken steps to ensure financial advisors are in a favorable position, creating 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 and financial advisors will earn residual compensation on account balances and product offerings.
To learn more about how you can offer these banking products from BofI Advisor go to: https://www.bofiadvisor.com/Advisors.aspx