Financial Advisors

H&R Block Financial Advisors provides its advisors with the tools and resources needed to succeed, including:

• Interactive Investment & Portfolio Planning Software/Tools
• Fully Integrated Lead Management System
• Contact Management System
• A robust front- and back-office toolset for processing business quickly and efficiently
• Investment Management Department
• Professional Development & Training
• Advisor Solutions Team - a group of licensed, experienced associates dedicated to advisors needs.
• Advisor Workspace - an online resource for data, documents, directions, and sales tips and updates.