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How to Build a YouTube Channel That Gets Cited by AI: A Checklist for Financial Services

From a marketer who used to think YouTube was a waste of time for financial services firms.

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Ryan Woelk

Ryan Woelk is an Account Manager at GK3 Capital, where he blends over a decade of experience in client success, project leadership, and systems optimization to help clients achieve measurable growth. With a background in marketing operations and revenue strategy, Ryan takes a hands-on, data-driven approach to aligning marketing and business outcomes. Before joining GK3, he led revenue operations at a software company, driving automation, analytics, and customer journey optimization initiatives that improved performance and engagement across teams. When he’s not partnering with clients to advance their strategic goals, Ryan enjoys coaching youth sports, playing pickleball, and spending time outdoors with his family.

Why Fund Managers Lose RIA Deals After the Meeting

Why Fund Managers Lose RIA Deals After the Meeting

May 26th, 2026|5 min read

What It’s Actually Like to Be a One-Person Marketing Team at an Asset Manager

What It’s Actually Like to Be a One-Person Marketing Team at an Asset Manager

March 5th, 2026|4 min read

Your AEO Query Structure Explained: How They're Built and Why It Works

Your AEO Query Structure Explained: How They're Built and Why It Works

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How to Make Sure Your Content Shows in AI Results - and Why It Matters

How to Make Sure Your Content Shows in AI Results - and Why It Matters

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