The Consulting Difference
Guidance for the Big Decisions
Independence comes with choices—let us help you make them with clarity and confidence.
Making the move to independence can feel overwhelming, but you don’t have to navigate it alone. At Convergence, we consult with advisors on the critical decisions that shape their firm, giving you the freedom to choose what works best while having experienced guidance at every step.
Real Estate and Office Setup
Secure the right location for your practice and get support with furnishing and setup.
Areas Where We Can Help
Succession Planning
Explore your options and implement a smooth plan for the future of your business.
Branding & Growth Strategy
Position your firm for long-term success through smart decisions on brand, mergers, and initiatives.
Staffing & Structure
Build the right team and learn how to delegate or outsource tasks that pull you away from clients.
You’ll also have direct access to leaders like Travis Cook, who brings deep experience in helping advisors build, grow, and scale firms. His insight—along with our broader ecosystem of professionals—ensures you always have a trusted voice to consult when big decisions arise. The result: Confidence in your choices, more time for client relationships, and a firm designed around your vision for growth.