A Comprehensive Guide to Creating a Winning Marketing Strategy for Your ETF Launch.

The Ultimate ETF Marketing Checklist: Launch Your ETF with Impact

If your firm is gearing up to bring a new ETF to market or improve the traction of an existing fund, this checklist gives you the structure and insights to launch with purpose. It’s not just theory, it’s a tactical guide designed to help you move faster, reach the right investors, and make every marketing effort count.

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Strategic guidance to help you market, launch, and grow your fund.

Your Launch Plan for a High-Impact ETF Campaign

Download this free checklist to launch your ETF with clarity and impact.

With this checklist, you’ll get:

A step-by-step ETF marketing framework
Best practices across digital, media, and PR channels
Tips to identify and engage your target investors
Optimization strategies for pre- and post-launch
Proven tactics from ETF marketing experts

See how this checklist helps you define your audience, build a strategy, and launch your ETF with confidence.

What’s Inside the ETF Marketing Checklist?

This checklist breaks down the key components of a successful ETF marketing plan, giving you the tools to define your audience, build a winning strategy, create investor-ready content, and stay compliant every step of the way.

Define Your Ideal Investor:

Learn how to segment and target retail investors, financial advisors, and institutions effectively.

Craft a Winning Strategy:

Get step-by-step guidance on building omnichannel marketing plans, including email, SEM, and programmatic advertising.

Content That Converts:

Create compelling materials tailored to different stages of the investor journey, from awareness to decision-making.

Maximize Campaign Performance:

Discover tools for tracking KPIs, refining messaging, and boosting ROI through data-driven optimizations.

Stay Compliant:

Simplify regulatory complexities with a checklist to ensure all marketing efforts align with legal requirements.

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.

What will I get from this checklist?

How can this help my firm?

Who is this checklist best suited for?

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."

Rachel Pham, Head of Revenue Operations, STP Investment Services

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."

Andrew Ceccon, Chief Marketing Officer, AXS Investments

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."

Justin Volmer, Vice President, Strategic Initiatives, Park Place Finance

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.”

Jeff Holland, President, Accordant Investments

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.”

Bob Herrmann, Chief Executive Officer, Freedom Advisors

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.”

Craig Katz, Executive Vice President, Discovery Data

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"

Jake Hanley, Managing Director, Sr. Portfolio Specialist, Teucrium

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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.

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