Referrals roll in from Infocus-H&R Block tie-up
Infocus says the first referrals have started to flow from its agreement with accountant H&R Block.
In the initial stages of the program, rolling out before June 30, H&R Block will directly market to more than 1000 clients every week.
Accountants will inform clients about value-added services, including life insurance, available through the relationship with Infocus.
H&R Block clients seeking financial advice are referred to financial advisers licensed by the dealer group.
“Based on the scale of the referral program, we are actively looking for quality financial advisers to join the Infocus Group nationally,” Infocus CEO Rod Bristow said.
“Infocus is also helping advisers build relationships with their local H&R Block accounting offices.
“This represents a significant centre-of-influence opportunity that provides further client referrals.”
H&R Block has more than 2000 tax consultants across more than 450 offices nationwide.