GK3 Insights: helping our clients continue to drive AUM

A dozen years ago, an internal wholesaling position with an asset manager was a highly sought-after...

Our clients who have adopted a digital distribution strategy will tell you that the Inbound sales...

Asset managers that raise assets through advisor intermediary channels are often inclined to resize...

When I meet with asset managers, one of the first things I ask is if their websites generate leads....

Among asset managers considering or currently using some form of digital distribution to raise...

Having led several wholesaling organizations in my career, I am familiar with the chasm that often...

Often, when my team meets with a new potential asset manager client, the first question is how much...

Early in 2020, the pandemic began to sweep the US. We received a call from a long-time client, one...

Our asset management clients and prospects often tell us about their frustrations when attempting...