TAKE YOUR FINANCIAL PRACTICE TO THE NEXT LEVEL
Welcome to On3 Strategies, your executive-level partner in growing your financial practice. Led by Erik Sauer and his decades of industry experience, the On3 team works with you to take your practice to the next level in every facet of operations from processes and procedures to maximizing your technology.
We will help you spend more of your time on the functions that are most productive for the business; completely serving the needs of top clients and getting in front of and following up with the most qualified leads. We will guide you on business development and marketing to tell your story to the people who should hear it.
A centerpiece of our work is developing client service models that take you from haphazard communication to a ritualized and thoroughly engaged client base. This delivers a direct return in both assets under management and in driving referrals to your business.
All of this happens with specific, measurable and actionable advice … small steps that never lose sight of the big picture and that hold you accountable for working on your business and not just in your business.
You know where you want to go. We’ll show you how to get there.
“[On3 Strategies] has challenged us to think creatively about our goals, improve our staff, and strategically grow our firm [and] we have the results in increased assets under management and profitability to show for it.”
– Lindy & Peter Marshall, Owners, Marshall Financial Group
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GUIDE YOUR BUSINESS FORWARD
More than a business coach, On3 Strategies works with business and financial practice owners to become the business owners rather than business-doer.
Utilize technology and build a staff that allows you to become more efficient, establish patterns of growth, and create a roadmap for success.
CREATE CONSISTENT GROWTH
Develop a plan for your company’s grow with purpose, organically or with acquisitions.
Our proven process allows you to create, own, and grow the practice or business you’ve always imagined.
We provide strategy and accountability so you can:
FOCUS YOUR TIME
As the CEO or President, we help you focus your time on your most important and gratifying role, whether that is identifying prospects or running the business.
CREATE A GREAT TEAM
By identifying your company’s culture, we help you hire the right people. Our process creates alignment and motivation across your team, no matter how big or small. When everyone works toward the same goals, growth and profits become the norm.
DEVELOP EFFECTIVE PROCESSES
Using CRMs, effective and repeatable marketing, and other technologies, we make sure you get and stay close to your clients and referral sources. This offers them exceptional customer service, and your business the ability to gain and retain new clients.