A financial advisor not only has to present their clients with favorable products designed to produce impressive returns but services that promise to cater to their needs.
A financial advisor not only has to present their clients with favorable products designed to produce impressive returns but services that promise to cater to their needs. Finding such products and services can be a difficult task for these financial advisors but BofI Advisor has done just that with their high-yield banking products and unmatched services.
Through an agreement with their broker-dealer BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), is now offering qualified financial advisors access to these banking products and services, enabling them to present them to their clients and enjoy the rewards.
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.
In addition to the benefits a financial advisor’s clients will receive from BofI Advisor’s concierge program, there are also a number of benefits delivered specifically to the financial advisor including a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all their 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