Build Smarter Campaigns with a Checklist Designed for Financial Marketers

A Proven Framework for Investor-First Campaigns

This checklist turns strategy into execution by giving your team a structured, repeatable approach to run investor-focused campaigns that perform. From content workflows to automation and follow-ups, each step is mapped to help you engage investors and measure what matters.

Whether you’re building a campaign from scratch or optimizing an existing one, this is your guide to marketing with clarity, consistency, and control.

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A proven inbound checklist to align your team and move investors through your funnel.

Structure Every Step. Launch Smarter.

Get the framework trusted by financial marketers to build inbound campaigns that deliver measurable results. Whether you’re launching something new or optimizing what’s in motion, this checklist walks you through every essential step.

With this checklist, you'll learn:

A step-by-step structure for investor-focused campaigns
Tasks across content, automation, and advisor engagement
Built-in checkpoints to stay on strategy and track results

Make your campaigns more focused, more efficient, and more measurable.

A structured marketing checklist for investor-focused results.

What’s Inside the Conversion Path Checklist?

Get a practical roadmap for launching investor-focused inbound campaigns that drive measurable results. This checklist walks you through the essential steps—from setting campaign goals and creating investor-ready content to aligning your team and tracking performance.

If you're building a campaign from scratch or refining an existing one, this guide helps you execute with structure, speed, and confidence.

Create Content That Converts

Craft high-level, educational content that speaks directly to your buyer personas and aligns with their stage in the buyer’s journey—from awareness to decision-making.

Design Persona-Driven Landing Pages

Build landing pages that highlight the most relevant benefits for your audience and provide meaningful solutions at their point of need.

Write Click-Worthy Calls-to-Action

Use attention-grabbing, action-oriented language and bold visual design to drive visitors to take the next step—accessing your content offer.

Optimize the Thank You Experience

Deliver the promised content and keep leads engaged by using thank you pages to build trust and introduce the next offer in their journey.

Structure Paths That Drive Results

Follow a proven checklist to align content, CTAs, landing pages, and follow-ups, creating streamlined conversion paths that guide prospects to become clients.

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