Your roadmap to building scalable, advisor-focused campaigns that grow AUM in a digital-first world.

The Digital Distribution Strategy Built for Asset Managers

Digital distribution is now essential for growth. This guide shows asset managers how to modernize outreach, engage advisors, and scale smarter.

Inside, you'll learn how to build content-driven funnels, align marketing with sales, and drive measurable results across channels. Whether you're launching a fund or growing AUM, this is your roadmap to results.

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A digital-first framework to help asset managers boost engagement, raise capital, and grow AUM.

Scale Smarter with Digital Distribution

Get the proven framework we use to help asset managers raise capital, boost engagement, and scale distribution, with a smarter, data-driven approach to marketing

You’ll learn:

How digital distribution is reshaping the advisor-investor landscape
Why content-led engagement drives stronger outcomes
Where to focus your marketing to move the needle
What tools streamline investor targeting and tracking
When to use automation without losing the human touch

A digital-first playbook to help asset managers reach more investors, streamline marketing, and drive measurable growth.

Modernize Your Fund’s Distribution Strategy

This guide breaks down the modern marketing playbook built specifically for asset managers. It shows how to connect strategy with execution to help you raise awareness, scale outreach, and grow AUM in a digital-first world.

You’ll get practical guidance on how to align teams, measure what matters, and run integrated campaigns that resonate with today’s investors.

Aligned Sales + Marketing Strategy

How to break silos and build a coordinated plan for scalable growth.

Measurable Outcomes

See which KPIs actually move the needle—plus tools to track them.

Campaign Templates

Access plug-and-play tactics for outreach, content, and follow-up.

Content Distribution Best Practices

Optimize delivery across email, web, social, and advisor platforms.

Real-World Use Cases

See how firms are applying these strategies to generate real results.

Still have questions before you download? We’ve got answers.

Frequently Asked Questions

We’ve answered the most common questions about what’s inside the guide, who it’s for, and how it can help your firm drive measurable results.

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See what growth-minded firms say about partnering with GK3

"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."

Craig Katz Executive Vice President, Discovery Data

“GK3 packaged up our story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”

Bob Herrmann Chief Executive Officer, Freedom Advisors

“GK3 not only helps us to create content, but also deliver it in digestible, compelling formats—providing consistently excellent support and guidance tailored to our growth stage.”

Jeff Holland Managing Director, USAA Real Estate Private Wealth