Coaching firm for financial advisors
Coaching Firm for Financial Advisors
You built a great advisory practice. Now it’s running you.
You know what you’re good at, and you know that building a winning practice means having great tools around you – excellent service models, smart technology, successful marketing.
On3 Strategies exists for the advisor who’s outgrown their own systems. Founded by Erik Sauer in 2005, On3 has repeatedly turned successful-but-stretched practices into scalable businesses.
We deliver outcomes – not slide decks. That’s why nearly all of our clients have come by referral.
WHAT's your challenge?
- Elevating the client experience.
- Creating a more scalable, tech-savvy operation.
- Developing marketing routines that attract the right clients.
- Navigating transitions like M&A and succession planning.
Whatever the challenge, chances are we’ve helped an advisor solve it. See how one client grew from $60M to nearly $1B AUM in seven years.
REAL PEOPLE WITH REAL TRACK RECORDS
Founder Erik Sauer has spent more than 30 years working with advisors and selling financial products. He can quickly envision the way forward for advisors who are successful but stuck. Erik is also the founder of There Goes My Hero, a nonprofit he founded after a bout with blood cancer.
Business Development lead Garland Scott talks to advisors every day about what’s working (and what isn’t) in their practices. His vast network and deep experience in investment approaches and financial products helps him diagnose challenges and propose workable solutions.
Wealth Tech and CRM specialist Brad Clough brings the technical fluency most consultants can only dream about. He has a background in operations andhands-on expertise building CRM and workflowsolutions inside Redtail and Wealthbox.
Our small team of Marketing specialists focuses on helping financial clientsstand out and attract attention.
ARE YOU READY TO GROW?
Don’t get bogged down. Discover where your biggest opportunities are and how we can help.
