BofI Advisor has designed their concierge program complete with high-yield banking products and services
Finding high-yield banking products to offer their clients can often times seem like an impossible task for a financial advisor. While every client wants superior earnings many of the banking products on the market simply don’t match those demands, leaving financial advisers in a difficult position.
Fortunately BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI), understands the position of financial advisors and has designed their concierge program complete with high-yield banking products and services sure to satisfy their clients.
Among the banking products available to a financial advisor’s clients are 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.
To ensure that a financial advisor not only meets their clients’ needs but their own as well BofI Advisor offers them 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 how you can provide the high-yield banking products and services to your clients please visit: https://www.bofiadvisor.com/Advisors.aspx