A financial advisor’s number one goal is to make their clients happy and the only way to do this is to make them money with strong investment opportunities. While that sounds easy enough every financial advisor knows that those opportunities are getting fewer and further between. Unfortunately for the financial advisor, their clients don’t want to hear about the problems they just want to see high returns on the money they invest.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI),a division of the publicly traded BofI Holding, Inc. (NASDAQ: BOFI), understands what a financial advisor goes through when trying to uncover these strong investment opportunities and that is why they offer high-yield banking products and services all in one concierge program. 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
While these banking products obviously benefit the client BofI Advisor has designed their concierge program to offer unique advantages to the financial advisor as well, advantages that include 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