No matter the state of the economy or markets a financial advisor’s job is to meet the expectations of their clients, a task that is not always easy to do. These clients expect their financial advisor to present them with opportunities to generate superior earnings on their investments and they aren’t willing to listen to excuses for why it can’t be done.
Fortunately for financial advisors they don’t have to tell their clients that superior earnings can’t be reached because BofI Advisor has created a concierge program designed to deliver those exact results. As a division of BofI Federal Bank, BofI Advisor offers financial advisors the ability to present their clients with high-yield banking products and services, excellent customer care, and the superior returns they want to see from their money.
The high-yield banking products offered through BofI Advisor’s concierge program include 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.
In addition to serving the clients of a financial advisor, BofI Advisor’s concierge program also delivers benefits to individual advisors as they have created a competitive free environment with no in-house wealth management or investment services and provide financial advisors with the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
Through an agreement with broker-dealers BofI Advisor is extending these products and services to qualified financial advisors, to learn more about this program visit: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)