Strategic coaching designed to help you grow your advisory practice.
WHO WE ARE
The steadiest presence, cheering you on from the sideline.
Erik Sauer founded On3 Strategies to be a comprehensive, solution-focused resource for financial advisors and business owners. If you’re ready to scale your practice, but you need the structure, experience, and support to do it well, look no further.
Within our team, we have a collective 30 years of experience in the industry, with specialized consultant experts who act as your collaborators, problem-solvers, and long-term success partners.
We’re on your team, and we’ll guide you from try-outs to touchdown, and into your next big play.
WHAT WE DO
We guide advisors in building a more focused, scalable practice.
With our expert-level strategy and hands-on operational insights, we’ll help you strengthen your leadership skills, sharpen your focus, and build systems that actually support sustainable growth.
It all starts with our proprietary model – the On3 Equation – and the four components at the core of everything we do.
- Client Service → “The Experience Framework”
- Wealth Tech → “The Operating System”
- Marketing → “The Growth Catalyst”
- Coaching → “The Multiplier”
CLIENT SERVICE
When segmenting a book of business, it’s important to have service tiers that are scalable to support growth. We help you model appropriately to create leverage, highlight opportunity, and scale with intention.
Solutions We Offer
- Service tier design and client segmentation
- Current tier review
- Revenue per segment, service time per client, and capacity per team member
- Actionable workflows and tasks
- Annual maintenance
- Accountability, consistency, and continuity
WEALTH TECH
Technology isn’t just the software used to run your practice. It’s the base infrastructure implemented to power your process. We help you determine how to use it efficiently and effectively to identify growth opportunities.
Solutions We Offer
- Tech stack consulting
- CRM data cleanup
- Workflow implementation
- Processes and procedures
- Team accountability and role definition
MARKETING
Marketing efforts control the volume, quality, and predictability of demand for your services. Too much can break the system. Too little will starve it. We help you design and implement strategies that match capacity.
Solutions We Offer
- Strategic planning and brand review
- Messaging alignment
- Review and refresh of core collateral materials
- Marketing workflows for client service tiers
- Overall prioritization, campaign frameworks, timelines, and deliverables
- Branded templates to promote continuity
- KPI dashboard
- Content creation and distribution
COACHING
Coaching and consulting serves to connect the many variables associated with growing and scaling a successful business. We help you craft the strategic plan, execute it with discipline, and adjust it to meet your firm’s needs as it grows.
Solutions We Offer
- Executive leadership consulting
- Deal structure support (M&A)
- Succession planning
- Transition consulting
- Talent search & retention
- New business creation
- Operational enhancements
How We Work
Our structured, proactive approach keeps you moving forward.
We define your vision, numbers, and pressure points, clarify priorities, build practical systems, and provide accountability to support sustained, measurable progress.
Areas of focus might include:
Mergers & Acquisitions
We don’t just advise, we help drive. We provide you support with sourcing and identifying opportunities, defining the right fit, or evaluating options across culture, clients, financials, and operations. With our experience and structured approach, we handle the heavy lifting, help you avoid costly missteps, and keep everything aligned with your long-term growth vision.
Business Development
We don’t just advise, we supplement your efforts. We identify growth opportunities, refine your messaging, and build strategies to consistently attract and convert the right clients. From pipeline development to process and follow-through, we provide structure and accountability, so you can focus on closing and delivering.
Succession Planning
We take an active role in shaping and carrying out your succession plan from start to finish. We help define the right transition strategy, identify and vet potential successors, and evaluate deal structures to ensure alignment. By bringing clarity to complex decisions, we keep the process organized, intentional, and built for a smooth handoff that protects what you’ve built.
Practice Management
We design and implement client service models directly within your CRM, creating structured workflows, touchpoints, and automations that ensure consistency, scalability, and a high-quality experience. From mapping the ideal client journey to optimizing processes, we bring clarity and execution so your operations run smoothly, your team stays aligned, and your client experience becomes a true driver of growth.
Strategic Marketing
We help you build a foundation that actually drives growth by defining your ideal client, clarifying your differentiators, and turning that positioning into clear, compelling messaging. We work with you to create your core collateral, (website copy, pitch books, and other key resources) so everything works together to attract, engage, and convert in a consistent, intentional way.
We partner with you to drive your success forward. We’ll have regular check-ins, ask the right questions, and help you make confident decisions. We are not afraid of challenging the status quo and we’ll help you consider all risk factors at every turn.
Together we can strengthen your practice in a way that holds up under pressure.
