Ensuring that clients see the results that they expect from the investment opportunities presented by financial advisors is nearly impossible. Every financial advisor knows that there is a degree of risk in each investment and there is never a guarantee that the outcome of that investment will match the goals of their clients.
Understanding that financial advisors have their work cut out for them when it comes to mitigating risks while still offering high-yield investment opportunities BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has created a concierge program complete with core banking products and services capable of delivering positive results.
These core banking products include:
-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 the high-yield banking products BofI Advisor also provides superior customer service to 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.
BofI Advisor also provides a number of benefits for the financial advisor including 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