SMB Financial Focus Target a small to mid-sized client base in financial services with personalized planning and ongoing support, positioning O’Connor Financial Group as a trusted advisor for families and individuals seeking clear money roadmaps.

Local Presence Leverage Quincy, Illinois headquarters to pursue regional growth opportunities, community partnerships, and in-person financial planning events to attract nearby high-potential clients seeking local expertise and personalized service.

Growth Readiness With 11-50 employees and annual revenue in the 1M-10M range, pursue strategic partnerships, joint marketing with complementary firms, and scalable advisory services to accelerate client acquisition and wallet share.

Technology Enablement Utilize the existing tech stack to enhance client onboarding, digital planning, and performance reporting; emphasize secure, transparent digital experiences to appeal to tech-savvy but cost-conscious clients.

Differentiation Play Highlight long-standing guidance approach, a near three-decade track record, and a three-step client journey to differentiate from large incumbents, offering a personalized, high-touch advisory experience that resonates with families and individuals.