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.
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.
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
