It goes without saying the job of a financial advisor can not only be difficult but extremely stressful as they are constantly facing the pressure of satisfying their clients’ demands. Every client wants impressive returns on their money and it is up to the financial advisor to get it done. Now BofI Advisor has made that job easier with their concierge program complete with core banking products, strong customer service and superior earnings.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has designed this program for qualified financial advisors and through an agreement with broker/dealers these advisors can pass these high-yield banking products and services on to their clients.
These banking products 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.
BofI Advisor also understands that financial advisors have needs and this concierge program offers a number of benefits that will satisfy them, benefits including a competitive free environment with no in-house wealth management or investment services as well as the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
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