Financial advisors know all too well the demands of their clients, higher returns for their money.
Financial advisors know all too well the demands of their clients, higher returns for their money. These clients usually aren’t concerned with the issues facing the market, they want what they want and if a financial advisor isn’t delivering then they move to somebody else. Needless to say, it can be a tough task for a financial advisor.
That being said, BofI Advisor, a division of the publicly traded BofI Federal Bank (NASDAQ: BOFI), has created a concierge program complete with core banking products that promise to deliver exactly what a financial advisor needs for their clients, higher returns.
These banking products include: Select Money Market providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Earning Checking Account with high yields that beat the competition; Select Savings, providing a safe and secure Savings Account with a highly competitive rate; and Select CD, providing high rates, high returns, and no market risk.
BofI Advisor is also aware of the needs of a financial advisor and that is why they designed this concierge program to provide financial advisors with a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all your client accounts online once permission has been provided by clients.
To learn more about how you can provide the high-yield banking products and services to your clients please visit: https://www.bofiadvisor.com/Advisors.aspx