This is your playbook for reaching today’s investors with the channels and strategies that actually work.

Modernize Your Marketing. Grow AUM with Digital Distribution.

If your marketing isn’t built for a digital-first world, you’re missing the investors who matter. This guide shows asset managers how to align paid media, content, and funnel strategy to drive scalable growth.

Learn how to build high-performing campaigns, engage advisors with smarter content, and track results across channels. Whether launching a new fund or expanding your reach, this is your roadmap to real AUM growth.

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Growing Assets with Digital Advertising Landing Page Beautyshot

A digital advertising playbook for asset managers looking to scale AUM with precision and compliance.

Reach More Investors. Drive Smarter Growth.

Download the guide to learn how top-performing firms are using digital advertising to grow AUM. Inside, you’ll discover:

How to build a content-driven lead funnel that attracts qualified investors
Paid media strategies that align with buyer behavior and regulatory guardrails
Tactics for converting attention into engagement—and engagement into capital
Benchmarks and KPIs to measure success and optimize performance over time

A PERFORMANCE-DRIVEN PLAYBOOK TO HELP ASSET MANAGERS REACH INVESTORS, BOOST VISIBILITY, AND INCREASE AUM.

Accelerate Growth with Smarter Advertising

This guide walks you through a tested digital advertising framework tailored for asset managers. You’ll learn how to amplify visibility, connect with high-intent investors, and drive measurable growth in today’s competitive landscape.

You’ll also get insight into which strategies work best across platforms, how to stay compliant while scaling outreach, and what metrics truly matter for long-term AUM growth.

Targeted Campaign Frameworks

Learn how to reach the right investors across search, social, and programmatic channels.

Budgeting + Bidding Insights

Discover best practices for allocating spend efficiently and maximizing ROI.

Performance Benchmarks

See how top firms measure success across key metrics like lead quality and conversion rates.

Creative + Messaging Tips

Craft high-performing ads that resonate with advisors and stand out in crowded feeds.

Compliance Best Practices

Implement campaigns with built-in safeguards to meet regulatory standards.

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