The Operations Difference
Partnering with Convergence Financial means you don’t have to worry about the day-to-day details of running your practice. Our experienced Operations team takes the workload off your shoulders, giving you the freedom to focus on what you do best: serving clients and growing your business. From pre-transition through your first 90 days, our dedicated team manages:
With this support, your operations are fully covered, allowing you to run your practice with confidence.
Post-Transition Support once your business is fully transitioned, you’ll choose the operational support model that best fits your practice:
Level 1: Advisor-Led, Convergence-Supported
Your staff runs day-to-day operations using Convergence’s proven processes, with training and guidance provided. You stay in control, backed by our expertise.
Level 2: Fully Outsourced to Convergence
Our team handles all operational tasks—from account servicing to money movement—so you can focus entirely on growing your business.
Whichever level you choose, your business is supported, your clients are cared for, and nothing falls through the cracks.
Our operations team is built around efficiency. We take the stress off advisors by streamlining account servicing, transfers, and daily processes—so they can stay focused on clients. At the same time, we ensure every detail is handled with exceptional care, delivering the high level of service clients deserve.
Phillip Bacon
Director of Operations