Finding the right investment opportunities to present to their clients can be a challenging task for any financial advisor. These financial advisors know that while their clients want to see favorable returns on their money they also want to limit their risks and uncovering an investment opportunity that meets these requirements can be difficult.
Fortunately for financial advisors BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a concierge program complete with high-yield banking products and services capable of satisfying those objectives and through an agreement with broker/dealers these products and services are now available to qualified financial advisors.
Among the core banking products that comprise BofI Advisor’s concierge program are 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.
In addition to providing high-yield banking products BofI Advisor also delivers superior customer service to the clients of a financial advisor, ensuring they have access to access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.
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