As every financial advisor knows, finding the right investment opportunities for their clients can come with a number of challenges. These challenges are made greater with the difficult economic climate that currently exists, making it even harder for financial advisors to find investment opportunities that will deliver the kind of returns that their clients demand.
BofI Advisor, a division of BofI Federal Bank, understands the challenges facing financial advisors and has created a solution, a solution that comes in the form of a concierge program complete with high-yield banking products and services designed to satisfy any client. Among the core banking products offered by BofI Advisor:
-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
Along with these core banking products BofI Advisor also delivers superior customer service for all their clients, ensuring they have access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.
Through an agreement with broker/dealers BofI Advisor is offering qualified financial advisors the opportunity to present these banking products to their clients. To make this more attractive to financial advisors BofI Advisor has created a competitive free environment with no in-house wealth management or investment services; advisors earn residual compensation on account balances and product offerings; they can view customer accounts through information-sharing agreements; and much more.
Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)