High-Yield Banking Products and Services from BofI Advisor Present Financial Advisors with Opportunities
Posted on
8/7/2012 10:25:41 AM
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#Finance
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While there
are a number of products and services available to a financial
advisor the reality, as many of these financial advisors know, is that they
are typically designed specifically for the advisor’s clients. Of course the
client is the most important person to the financial advisor but they also need
to be in a position to benefit. BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), understands this need and that is why they designed their concierge
program providing competitive core banking products, strong customer service
and superior earnings. This program obviously benefits the client of a
financial advisor but BofI Advisor also addresses the needs of the advisor.
This is done
through the fact that BofI Advisor operates in a competition free environment
without in-house wealth management and provides financial
advisors with the ability to access consolidated reporting to view all
their client accounts online once permission has been provided by clients.
BofI Advisor
has agreements with broker-dealers that make this concierge program available
to qualified financial advisors and every quarter BofI Advisor will provide the
financial advisor’s broker-dealer with a detailed report and remits residual
payments for the accounts the financial advisor’s clients have opened and
funded.
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
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