Following the recent announcement of the client referral partnership with H&R Block, Infocus today announced the first referrals under the program are already flowing.
In the initial stages of the program, rolling out before June 30 2017, H&R Block will be directly marketing to more than 1,000 clients every week. The aim of this will be to inform H&R Block clients of the range of value-added services that are now available to them through the relationship with Infocus. H&R Block clients seeking financial advice are referred to financial advisers licensed by the Infocus Group.
In addition to this dedicated marketing activity, in partnership with H&R Block, Infocus is helping advisers build relationships with their local H&R Block accounting offices. This represents a significant Centre of Influence (COI) opportunity that provides further client referrals.
“The first referrals under the H&R Block client referral program have already started”, Infocus Managing Director and CEO Rod Bristow said. “Based on the scale of the referral program, we are actively looking for quality financial advisers to join the Infocus Group nationally”.
Established in Australia in 1971, H&R Block’s more than 2,000 tax consultants across more than 450 offices prepare almost 800,000 tax returns annually.
Infocus is a national, privately-owned wealth management group. Infocus’ national network of financial advisers provides quality financial advice to over 65,000 clients with over $4.5Bn in funds under advice. Infocus also directly manages over $300M in its funds management business and licenses its innovative Platformplus CRM and advice management software to financial advisers nationally.
For more information, contact Infocus on 1300 463 628 or visit www.infocus.com.au