Despite the instability of the market most individuals who entrust financial advisors to provide them with investment opportunities expect those opportunities to consistently deliver high returns. These expectations can place considerable pressure on a financial advisor as they know that if their investment ideas don’t produce the kind of returns their clients demand then they risk losing those clients.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), understands the pressures that a financial advisor faces and that is why they created their concierge program of high-yield banking products and services. Through an agreement with broker/dealers these core banking products and services are offered to qualified financial advisors who can then offer them to their clients as an investment opportunity.
The core banking products included in BofI Advisor’s 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.
Along with these banking products clients will also be provided with a superior level of customer service from BofI Advisor, ensuring that they 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