The toughest part of the job for a financial advisor has to be finding the perfect investment opportunity for their clients. This can take a considerable amount of time as these financial advisors have to weigh several factors ranging from risks involved to expected returns. Financial advisors know that if they present an investment opportunity to their client and it doesn’t meet expectations then they could lose that client.
There is a premium placed on strong investment opportunities, the kind that are capable of not only meeting those expectations but actually exceeding them. 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 that does just that. 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
BofI Advisor, through an agreement with broker/dealers, has made this concierge program available to qualified financial advisors who can then offer them to clients as an investment opportunity. This not only satisfies the need for a financial advisor to find low-risk high-reward investments but also keeps their clients happy because they are seeing more money.
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