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You’re Doing the Work. But You’re Not Seeing the Flows.
You Have Strong Products, Smart People, and Solid Performance. Why is Growing AUM Still so Difficult?
The way advisors and institutions evaluate asset managers has changed. They’re doing research online before taking meetings, before reading fact sheets, and long before answering a wholesaler's call. Traditional efforts still matter, but they don’t work in isolation anymore.
That’s where we come in. We help asset managers connect their boots-on-the-ground sales with modern digital tactics that warm up leads, educate buyers, and generate momentum before your team even picks up the phone.
Tailored to Support Sales. Built for Results.
What We Build for Asset Managers
We don’t just give you ideas, we give you everything you need to execute. Our deliverables are built to make your sales team more effective and your brand more trusted in today’s digital-first marketplace.
Advisor-focused content
Market commentary, explainer videos, white papers, and short-form content designed to answer advisor questions.
Digital campaigns that drive conversations
Multi-channel campaigns designed to educate advisors, build awareness, and move them toward engagement.
CRM Optimization
We’ll help you unlock the power of your CRM (or help you migrate), making sales activity measurable and marketing efforts smarter.
Sales enablement tools
Slide decks, pitchbooks, email sequences, and pre-call content to support wholesalers and hybrid
Marketing-Sales alignment
A repeatable process for collaboration between sales and marketing to accelerate fundraising and eliminate friction.
Measurement and reporting
Clear dashboards that show what’s working, where your leads are coming from, and what’s converting.
A pricing model designed to move with your business
Pricing That Matches Your Priorities
With GK3’s points-based system, you choose how to spend your budget, from content and campaigns to website upgrades and strategy work. No hidden fees, no wasted hours. Just clear value delivered through an approach that puts your goals first.
Transparency
Know exactly what you’re paying for with every point
Flexibility
Shift priorities month to month based on your evolving needs
Efficiency
Get more done with one partner who can execute across channels
Is Your Digital Strategy Driving Growth?
Discover your firm’s digital strengths in under 5 minutes.
Uncover the strengths and weaknesses in your digital strategy and see how you measure up against industry best practices.
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Grow AUM with digital-first strategies proven to attract and engage investors.
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Benchmark your firm’s digital presence against leading asset managers.
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Spot gaps in technology, people, and processes that may be holding back growth.
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Get clear, actionable recommendations you can implement immediately to drive results.
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What Our Clients Have To Say
The Go-To Digital Marketing Team
"GK3 Capital partnered with us to build a comprehensive digital lead generation machine, starting with cleaning up and aligning key aspects of our sales and marketing process. GK3 brought in specialists for every stage, from CRM optimization to content creation and lead generation, delivering data-backed recommendations that seamlessly increased our lead volume across multiple platforms.
The team at GK3 truly listens and tailors their work to our needs and target audience, ensuring creative and impactful results."
Digital Marketing Experts from A to Z
"We hired GK3 to build a comprehensive digital marketing system. Initially focused on content marketing, GK3 transformed our entire sales and marketing, from CRM to content creation to lead generation.
When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time. John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results."
Incredible Team, incredible Results
"Upon onboarding, GK3 quickly created amazing content and built our marketing funnel. They thoroughly understood our business model and effectively translated it into marketing content.
As HubSpot experts, they developed new marketing materials, landing pages, and website pages, and added lead scoring automation to our account, maximizing our HubSpot usage. Working with GK3 feels like having a world-class marketing department right down the hallway."
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Full service!
“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential.
GK3 not only helps us to create content, but also deliver that content in digestible, compelling formats.
We have expanded the scope of services we receive from GK3 who have provided excellent support and have been proactive with recommending services appropriate to our stage of growth.”
Compelling storytelling
“GK3 does so many things for our company - we have a compelling story to tell and it is GK3 that packaged up that story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”
GK3 - Digital Distribution Experts
“GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy.
The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital.”
Excellent Partner for the financial service Industry
"GK3 is staffed with a professional and knowledgeable team. They are financial service industry experts and digital marketing/sales experts. In an industry where sales were built on steak dinners and "free lunches," it's refreshing to know that there is a company that understands 21st-century marketing/sales"
