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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
What Our Clients Have To Say
“GK3 packaged up our story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”
"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."
"When we needed to increase our lead volume — and do so quickly — GK3 provided data-backed recommendations and executed seamlessly."
