Finding high-yield banking products and services to offer their clients can be a difficult task for any financial advisor.
Finding high-yield banking products and services to offer their clients can be a difficult task for any financial advisor. While the task may be difficult the demands of a client make it impossible for a financial advisor to ignore. Recognizing how important these banking products and services are BofI Advisor has designed a concierge program complete with core banking products available for financial advisors.
The banking products created by BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI), deliver exactly what a financial advisor’s clients desire, superior earnings.
These core 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
For financial advisors, BofI Advisor offers a competition free environment without in-house wealth management, strong product offerings with high interest rates and low or no fees as well as the ability to access consolidated reporting to view all their client accounts online once permission has been provided by clients. Additionally, financial advisors will earn residual compensation on account balances and product offerings.
To learn more about how you can provide the high-yield banking products and services to your clients please visit: https://www.bofiadvisor.com/Advisors.aspx