Financial Advisors Offered High-Yield Banking Products for Clients at BofI Advisor
7/19/2012 1:12:37 PM
advisors are well aware of the demands placed upon them by their
clients and as such these advisors are under pressure to deliver strong
products and services that in turn prove to be financially beneficial.
The concierge program of BofI Advisor has been designed to do just that,
providing high-yield banking products and top of the line services while also delivering to financial advisors the benefits they desire.
As a division of BofI Federal Bank, BofI Advisor affords financial advisors
the ability to offer their clients a number of banking products that
foster financial growth while also providing unmatched customer service.
These products include:
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
not only provides high-yield banking products, they have also created a
platform in which financial advisors can easily track and manage their
clients’ activity; enabling them to view customer accounts through
Financial advisors also benefit from a competitive free environment with no in-house wealth management
investment services while earning residual compensation on account
balances and product offerings. To learn more about how you can offer
your clients these financially beneficial banking products go to: https://www.bofiadvisor.com/Advisors.aspx