As most financial advisors know, the demands and expectations of a client can be exceedingly difficult to satisfy. Regardless of the economic climate these clients want to see that their money is not only safe but actually growing and it is the financial advisors job to present products and services that will deliver those results.
While that task can present a number of challenges for a financial advisor they can quickly find a solution with the core banking products and services offered by BofI Advisor. As a division of BofI Federal Bank, BofI Advisor understands the needs of a financial advisor and has designed their concierge program with that in mind.
BofI Advisor makes available to qualified financial advisors a host of high-yield banking products that include a Select Money Market Savings account that provides a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges; a Select Checking account with the opportunity earn interest and delivers high yields that beat the competition; a Select Savings account that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances; and a Select CD that offers high rates, high returns, and no market risk.
This program not only produces superior earnings for a financial advisor’s clients but also presents a number of advantages for a financial advisor; advantages like a competitive free environment with no in-house wealth management or investment services as well as the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
Through an agreement with broker-dealers BofI Advisor is extending these products and services to qualified financial advisors, to learn more about this program visit: https://www.bofiadvisor.com/Advisors.aspx