Infocus inks referral deal with H&R Block

Infocus Wealth Management has entered into an exclusive referral relationship with H&R Block.

The referral relationship will see H&R Block refer their clients seeking wealth management services to financial advisers licensed by the Infocus Group.

The two companies said this would be achieved via H&R Block engaging their clients through a dedicated call centre and direct accountant referrals; with the program managed by the Infocus Group.

Related News:

Commenting on the arrangement, Infocus managing director and chief executive, Rod Bristow said that from an Infocus Group financial advisers' perspective, the H&R Block referral relationship offered unprecedented opportunity.

In the initial stages of the relationship, rolling out before 30 June 2017, H&R Block would be directly marketing to more than 1,000 clients every week with the aim of informing clients of the range of value-added services that are now available to them through the relationship with Infocus.

After 30 June, the program will reach full scale with the aim of informing all H&R Block clients of the opportunity to engage with financial advisers licensed through the Infocus Group.

"The H&R Block referral relationship meets our adviser value proposition of helping Infocus Group financial advisers grow revenue, increase efficiency and effectively manage risk in their businesses," Bristow said.




Related Content

APRA confirms lawyers driving insurance claims

The television and other media advertising campaigns pursued by plaintiff law firms have had a genuine impact on claims hitting the life insurance ind...more

Kaplan acquires AI compliance provider

Kaplan has acquired automated compliance solutions provider for Australian financial services firms, Red Marker.Kaplan Australia and New Zealand manag...more

Banks fall short on breach reporting

There are significant delays between the Big Four banks and AMP first becoming aware of financial adviser misconduct and reporting breaches to the Aus...more

Author

Comments

Add new comment