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.
