Given the instability of the markets and the uncertainty that surrounds the economy it can be extremely difficult for a financial advisor to find the investment opportunities needed to satisfy their clients. While the problems are real, individuals who utilize the services of a financial advisor don’t want to hear excuses, they simply want results.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), understands the predicament that financial advisors face and that is why they designed a concierge program complete with high-yield banking products and services.
The core banking products included in this concierge 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.
Through an agreement with broker/dealers BofI Advisor has made these banking products available to qualified financial advisors who, in turn, can offer them to their clients as a strong investment opportunity. Along with these banking products clients will also enjoy a superior level of customer service, ensuring they always have access to a highly trained, dedicated team of account specialist that can assist 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