Your Growth Team
ERIK SAUER
Founder & Head Coach
Erik has more than 25 years experience across the entire financial services spectrum, including sales, advisor practices, and high-net-worth planning. He has a special affinity for advising RIAs and independent planners on growth, operational simplification, marketing, and exit planning (including mergers & acquisitions). Erik makes deep connections with his clients as he works towards a greater goal with them.
In 2008, Erik was diagnosed with Acute Myelogenous Leukemia (AML), a rare blood cancer that ultimately required him to receive a bone marrow transplant. The transplant came on the heels of a grueling period of treatments, initiated days after his wife gave birth to their son. The fight Erik endured during that period of his life fueled his passion for helping others.
After his battle with cancer, Erik created a foundation called There Goes My Hero. TGMH partners with We Delete Blood Cancer (DKMS) to add donors to the National Bone Marrow Registry, as well as resources that provide support to blood cancer patients and their families during the treatment phase. To learn more about There Goes My Hero, donate to the cause, or find volunteer opportunities, visit the website or join the volunteer mailing list.
GARLAND SCOTT
Business Development
Garland is one of On3’s advisor growth coaches and a Senior Analyst at Feneck Consulting Group. He brings 26 years of financial service experience working with financial advisors, wealth management firms, and financial institutions, with a focus on strategic growth, capital markets, advisor development, and relationship management.
He makes practices more organized and intentional about their growth pursuits, built around clear, achievable goals and strong client relationships. He partners with action-oriented advisors to consult on business development, sales, and practice management strategies. Much of his work centers on designing long-term models that support both client retention and consistent prospect development.
He is a huge football and baseball fan. If he’s not attending, watching, or coaching at a game, you can usually find him traveling or spending time with his three adult children. He is also a board member of There Goes My Hero.
BRAD CLOUGH
Wealth Tech & CRM Specialist
Brad offers a wealth of knowledge to On3 clients about the technologies needed for advisor practices to scale. As the President & CEO of American Financial Management, he has spent decades developing the toolkit for advisors and wealth managers and can give financial advisors the guidance they need to build a client base and enhance client services.
Brad is a strategist who knows how to implement operational improvements from the ground up. He has expertise in CRM and consults on tech stack integration for existing teams. He assists advisors with data cleanup, workflow implementation and automation, and process standardization.
Brad enjoys golfing and cheering on the Baltimore Ravens and is actively involved in supporting alumni relations for his alma mater: Jemicy School at the University of Colorado – Boulder.
Get the help you need and the growth you want.
The On3 Resource Ecosystem
The best of the best doing your work.
Erik has built an expansive network of experienced, tested partners to help you with any aspect of practice management you need.
MARKETING SUPPORT
Kylelane Purcell
Stephanie Cupp
Ana Kollock, Kollock Edge
REFERRALS
Ellen Platt
PRODUCT OPPORTUNITIES
Ken Venick
David Labricciosa
Marcella Toronto
TECHNOLOGY SOLUTIONS
Kristin McGarr
Denis O’Donovan Jr
PRACTICE MANAGEMENT
Korbin King
Kevin Woodard
Olivia Allen
PRACTICE FINANCING
Wayne Hewett
