Research & Support
Powerful Partnerships to Expand Your Business
To run an efficient, productive practice, you need the right tools and information provided in a supportive environment. We offer client acquisition opportunities, as well as marketing and sales support to help enhance your business.
PreferredPartner Program
The H&R Block Financial Advisors PreferredPartner Program offers you the opportunity to expand your business by teaming with a select group from our nearly 100,000 H&R Block tax professionals and tapping into a referral potential of millions of tax clients.
H&R Block tax professionals are rewarded for bringing you new business. Our PreferredPartner Program allows you to work with tax professionals in two ways:
- The Licensed Option: H&R Block tax professionals obtain required securities licenses in order to be eligible to share in the commissions resulting from referrals to you. Your tax partner receives a referral fee for every account opened and funded - plus a payout on the commissions
- The Non-licensed Option: Tax professionals form a relationship with you without obtaining a license. The tax professional receives a one-time bonus and referral fee for every account opened and funded
Program benefits:
- The potential for greater client retention - access to resources and a larger volume of client information allows you to better personalize service and to develop a deeper and more loyal relationship with your client.
- Direct referrals from tax professionals - with the referrals you will also receive tax profile and client information to foster a stronger relationship.
- Ability to offer clients a more comprehensive view of their financial picture by addressing both tax and investment objectives.
Customized Support and Solutions
Team of Professionals
You will have the information and tools you need to present personalized solutions to your clients. With access to our team of professionals, as well as our Investor Center and Strategic Solutions Group, you will spend less time searching for answers and more time working with your clients. These teams are dedicated to providing you with the assistance you need.
- Investment Management Department - Our investment management analysts work directly with you and are dedicated to providing investment information and research support, so you can focus on building your business. You'll receive sector focus lists and commentaries, economic and market reports, equity model portfolios and asset allocation strategies.
- Fixed Income Department - Our fixed income strategists are fully dedicated to providing you with a full range of fixed income products and services. They are here to help you develop customized portfolio strategies for your clients, as well as provide information on bond issuers and bond structures. Our Bond Desk makes it easy for you to search for securities, place orders or build bond ladders.
- Investment Planning and Asset Management- Our team of wealth planning professionals specialize in comprehensive investment planning, asset management and investor performance.
- Insurance and Annuities - This team delivers point-of-sale support and offer guidance for insurance and annuity needs, as well as bring you industry-leading products.
- Tax Analysis, Advice & Support - Our network of veteran H&R Block tax analysts with CPA and CFP designations specialize in individual taxation, estate tax, gifts, trusts, estates income taxation and business entities.
Investor Center and Strategic Solutions Group
Our call center, staffed with licensed representatives, provides your clients with answers to day-to-day questions. Paired with our Strategic Solutions Group, you have a source for specialized sales support to simplify administrative issues, perform account research and provide client sales and account related assistance.
Quality Service interaction Pledge (QSiP)
You always have a voice in how we deliver our products, services and client support through our QSiP program. This program's mandate for the home office is to be supportive of doing the right thing for you. QSiP ensures your voice is heard within the organization.
Extensive Marketing Support
We offer a comprehensive collection of marketing resources to help you acquire new clients and retain existing ones. Our support consists of:
- Newsletters that can be customized with your personal information
- Turnkey seminar support that includes a library of pre-approved seminars material, invitations, displays ads, posters, flyers, results assessment Forms and evaluation forms
- Client brochures and other sales materials
- A pre-approved letter library that addresses a range of topics for clients and prospects
- Customizable direct mail and newspaper advertising
- Online company store for ordering customized client appreciation gifts and clothing
- Advisor support materials including marketing strategies and investment ideas crafted to support individual advisors' practices
*Only clients that have had their taxes prepared at H&R Block in the same year are eligible referrals for the Preferred Partners Program.