Few professionals have been more affected by the difficult economic climate than financial advisors as they continue to face the pressure of a demanding client base while the high-return investment opportunities available have become more limited. To help alleviate some of the pressure BofI Advisor is offering qualified financial advisors the opportunity to present their clients with a full menu of proven banking products and services.
As a division of BofI Federal Bank, BofI Advisor created their concierge program to not only meet the demands of a financial advisor’s clients but also deliver a number of benefits to the financial advisor as well.
It starts with the banking products designed by BofI Advisor, 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.
While those products target a financial advisor’s clients BofI Advisor also provides superior customer service, something that proves beneficial to a financial advisor as they know their clients are taken care of and are happy. These clients have access a dedicated team of account specialists that have extensive experience in the financial industry and can assist them with any questions.
A more direct benefit to financial advisors is the fact that BofI Advisor has established a competitive free environment with no in-house wealth management or investment services and provides financial advisors with 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)