Finding the right products and services to bring to their clients can be a complicated matter for any financial advisor. When entrusting a financial advisor these clients expect to see favorable results, anticipating high returns on their money as well as access to those providing the services. BofI Advisor understands those expectations placed upon financial advisors and that is why they designed a concierge program that addresses those demands.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a comprehensive program of high-yield banking products and services that are sure to satisfy any client of a financial advisor.
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, these clients will be provided with access to a highly trained, dedicated team of BofI Advisor account specialists and most will have the ability to access their accounts from the internet anytime day or night via bofiadvisor.com. BofI Federal Bank will also communicate directly with clients, as needed, to comply with banking regulations.
For the financial advisor, BofI Advisor provides 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