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
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
