A satisfied customer makes for a successful business and this is no different when it comes to the relationship between a client and a financial advisor. For the financial advisor the key to establishing that necessary level of satisfaction is in presenting effective investment ideas and methods that will produce the financial returns that client expects.
Needless to say that’s not always the easiest thing to do and a financial advisor must always be aware of new strategies for investment and what kind of products and services are available for their clients that will deliver the results that lead to satisfaction. To make this process easier on the financial advisor BofI Advisor has designed a concierge program complete with banking products and services that consistently produce the desired results of their clients.
This concierge program of BofI Advisor, a division of BofI Federal Bank, is available to qualified financial advisors through an agreement with broker-dealers and includes a list of core banking products like:
-Select Money Market accounts that provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges;
-Select Checking accounts that come with an opportunity to earn interest along with high yields that beat the competition;
-Select Savings accounts that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
-Select CD, providing high rates, high returns, and no market risk
While the financial advisor’s job is to satisfy their clients BofI Advisor aims to not only deliver the results that make that possible but also provide a climate that will be of direct benefit to the financial advisor. BofI Advisor had done this by establishing a competitive free environment with no in-house wealth management or investment services as well as providing financial advisors the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
Financial advisors wanting to learn more about how they can offer their clients these high-yield banking products and services can visit: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)