The On3 Equation
the on3 equation
Components of growth
Growth is mathematical.
At On3 Strategies, we believe in the power of process. By focusing on four main components of growth, we can help you identify, address, and improve your internal processes. Thus, empowering you and your team to scale with intention, grow with confidence, and practice repeatability.
Whether the growth of your firm is stalled, or it’s putting pressure on your current team and systems, we can help.
We refer to our combination of the four growth components as the “On3 Equation”.
the components
Four components that unlock exponential growth.
The four core components on growth we use to calculate the On3 Equation are client service, wealth tech, marketing, and coaching. By aligning these areas of your business, we believe you can scale with clarity and control.
Read how each component translates to the services we offer.
Client Service
Wealth Tech
marketing
coaching
CLIENT SERVICE
“The Experience Framework”
Client service models are what determine how much growth your firm can absorb without breaking.
The concept is nothing new. You’ve heard about the 80/20 rule (Pareto Principle) that suggests focusing your best efforts on the vital few (20%) of your clients that generate most of your revenue (80%), while strategically managing or reducing efforts on the remaining, less profitable households.
We help you go beyond the exercise of just the client segmentation. We focus on the implementation, ongoing maintenance, and accountability of the deliverables associated with each tier.
WEALTH TECH
“The Operating System”
Your tech stack is the infrastructure that powers your firm’s entire equation.
We focus on the pain points associated with tech stack implementation and integration. Most notably, the CRM your firm uses for workflow management.
We help you evaluate the effectiveness of your existing technology, create solutions designed to solve the issues, and train your team on how to effectively and consistently use workflows to increase capacity, promote standardization, and prepare your firm to grow and scale.
MARKETING
“The Growth Catalyst”
Marketing controls the volume, quality, and predictability of demand for your services. It focuses on creating intentional, not reactive, lead flow.
We consult with you on the effectiveness of your existing strategy and help you adjust it to meet your goals.
With our playbook, we help you keep moving the chains and marching down the field. Experienced coaches help you win the game.
COACHING & CONSULTING
“The Multiplier”
Let us act as the force that connects all the variables of your practice and ensures they’re executed with discipline.
By leaning on the expertise and experience of the On3 Strategies coaching staff, you can ensure compounded growth. Hence, “The Multiplier”.
When compared to the other components, this one is unique. It’s subject matter is not as easily defined or structured. The On3 team’s vast well of knowledge and experience is deep, and we often help solve problems you didn’t even realize existed.
THE SOLUTION
Each component of the equation influences the others:
- Client service models determine capacity
- Technology provides visibility and control
- Marketing drives demand
- Coaching and consulting align decisions and execution
It’s not enough to focus on one component in isolation. The process only works when all four are calibrated together.
At On3 Strategies, we help you and your team optimize your firm’s equation and win the game.
Trust the coach. Grow the practice. Play to win. On3.
