Helping our clients continue to drive AUM

Helping our clients continue to drive AUM

Featured Blog:

Apr 29, 2026

Best AI Tools for Financial Services Marketing and Sales Teams (Honest Reviews)

I Was the Last Person Who Should Be Writing This Article If you had told me two years ago that...

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Learning Center / GK3 Capital Insights / John Gulino

John Gulino

John Gulino is the Founder and CEO of GK3 Capital LLC. Experienced in all facets of distribution including management, direct sales, training, and development, John has been fortunate to represent some of the industry’s most respected and innovative financial institutions and has consulted with many more of the top asset management firms in the industry on how to better align their sales and marketing efforts.

GK3 Capital Pricing Guide: Digital Marketing Costs vs. Traditional Wholesaling

June 4th, 2025|3 min read

13 Marketing Methods for Asset Managers

May 15th, 2025|6 min read

How GK3 Uses AI to Write Copy for Clients- Without Losing the Human Touch

May 8th, 2025|2 min read

Unlocking Success with GK3 Capital's Performance Dashboards

February 20th, 2025|3 min read

How SMART Goals Drive AUM Growth and Deliverables at GK3 Capital

February 4th, 2025|2 min read

Juniper Square and HubSpot Integration: How to Streamline Investor Management

January 30th, 2025|3 min read

Understanding Conversion Paths: A Guide for Financial Services Marketers to Maximize Campaign Effectiveness

January 23rd, 2025|3 min read

What KPIs Should Firms Focus on to Grow AUM in a Digital World?

January 13th, 2025|4 min read

Add a compelling message that encourages visitors to subscribe and stay informed.

How to Build a Sales Pipeline That Salespeople Will Actually Love to Use

January 8th, 2025|3 min read

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GK3 Capital Pricing Guide: Digital Marketing Costs vs. Traditional Wholesaling

Your Search for Transparent Digital Marketing Costs Ends Here If you’re researching digital...

13 Marketing Methods for Asset Managers

Institutional and high-net-worth investors are conducting more in-depth online research than ever...

How GK3 Uses AI to Write Copy for Clients- Without Losing the Human Touch

Why Clients Want to Know How We Use AI You're not alone if you're wondering: “Is AI writing my...

Unlocking Success with GK3 Capital's Performance Dashboards

Why Performance Dashboards Matter Tracking and measuring success is essential for any financial...

How SMART Goals Drive AUM Growth and Deliverables at GK3 Capital

Growing AUM (Assets Under Management) is a top priority for investment firms, but achieving it...

Juniper Square and HubSpot Integration: How to Streamline Investor Management

Managing investor relationships efficiently is critical for real estate firms and wealth advisors....

Understanding Conversion Paths: A Guide for Financial Services Marketers to Maximize Campaign Effectiveness

In financial services marketing, there’s a persistent challenge that undermines the effectiveness...

What KPIs Should Firms Focus on to Grow AUM in a Digital World?

When firms ask us, “What’s the secret to growing AUM in today’s competitive, digital-first...

How to Build a Sales Pipeline That Salespeople Will Actually Love to Use

Building and managing a sales pipeline is one of the most crucial aspects of driving consistent...