Finding the right investment opportunities for their clients can be a challenge for any financial advisor and this task hasn’t been made any easier given the uncertainty that continues to grip the market. Despite the challenges financial advisors know that they can’t use these problems as an excuse and if they don’t deliver the opportunities that result in high-yield returns then they will simply lose their clients.
BofI Advisor, a division of BofI Federal Bank, understands the challenges that a financial advisor faces and has designed a concierge program complete with high-yield banking products and services that consistently produce favorable 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 these banking products BofI Advisor is committed to providing the highest level of service to their clients. Financial advisors know that when their clients utilize the banking products offered by BofI Advisor they will have 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