We help B2B financial services and fintech companies simplify complex offerings, connect with the right buyers, and generate qualified demand. Whether you're selling compliance tech, investment platforms, or institutional services, GK3 builds the marketing system that helps your sales team succeed.
Buyers are researching, and your brand is not part of their journey
If you’re not visible early, you're out of the running.
Marketing activities aren’t generating opportunities
Effort is going in, but pipeline isn’t coming out.
Sales cycles are long without marketing support
Reps are stuck doing all the nurturing manually.
Your internal team is overwhelmed or understaffed
You’ve got smart people, but not enough capacity.
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.
Clarify what you do, who it’s for, and why it matters to each buyer
Launch content, outreach, and advertising efforts that attract qualified leads
Equip your sales team with the tools and follow-up materials they need to close deals
Create systems that connect data, marketing, and sales processes
Publish insights that build trust and show buyers you understand their world
We work with your tools and processes to launch marketing quickly and effectively
You don’t need more tools or tactics. You need a plan that connects everything- your website, your content, your outreach- into a system that consistently attracts the right prospects. We make it easy to get started with a clear, proven process that’s designed for financial advisors and built for growth.
We’ll learn about your goals, current challenges, and what you want to achieve.
You’ll receive a tailored strategy designed for your firm, your team, and your timeline.
We put the plan into action and manage your marketing so you can focus on serving your clients.
Messaging that resonates with your ideal buyers
A consistent flow of high-quality leads
Marketing and sales teams working toward shared goals
Greater clarity into what is working across your campaigns
Less time chasing leads and more time closing business
Bob Herrmann, Chief Executive Officer, Freedom Advisors
Craig Katz, Executive Vice President, Discovery Data
Rachel Pham, Head of Revenue Operations, STP Investment Services
Explore articles, guides, webinars, and videos designed to help asset managers, advisors, and fintech teams make smarter marketing decisions with clarity, confidence, and compliance in mind.
We get it. Choosing a growth partner in financial services isn’t simple. Here are the most common questions we hear from firms looking to scale faster with smarter marketing, sales, and tech execution.
Unlike generalist agencies, GK3 combines deep financial services knowledge with hands-on digital execution. We don’t just hand off strategy; we build and implement content campaigns, sales enablement tools, CRM workflows, and advisor funnels that measurably grow AUM and advisor engagement.
We offer flexible engagement models:
Retainer: A full-service growth team that operates as an extension of your firm.
Project-Based: Fixed-scope deliverables for campaigns, launches, or rebrands.
Coaching: Strategic guidance for in-house teams to improve execution and alignment.
Each model is designed to meet your firm’s goals, resources, and timelines.
We help you generate and convert more advisor leads through:
Content-led digital campaigns
Sales enablement tools (e.g., pitchbooks, decks)
Funnel optimization and CRM automation
All backed by a data-first framework that tracks traffic, conversions, and meetings. All tied to AUM growth metrics.
Yes, many of our clients have in-house resources. We work alongside internal marketing or sales leaders to extend bandwidth, fill skill gaps, and drive execution faster. Whether you need a full external team or strategic support for a campaign, our model adapts to your structure.
Most clients begin seeing early traction, such as, increased advisor engagement, lead flow, or sales team enablement, within the first 30 to 60 days. Our DD360 onboarding framework helps us quickly audit your current marketing systems, identify quick wins, and launch foundational campaigns. Long-term growth in AUM and conversion rates builds from there through consistent execution, optimization, and measurement.
If your strategy isn’t keeping up with how buyers actually make decisions, we can help. In just one call, we’ll show you where the gaps are, what success looks like for a firm like yours, and how to build a system that drives qualified leads and measurable growth.
Our clients don’t need more tactics; they need results. Let’s build a plan together.