Insights - Business Intelligence for Financial Services | GK3 Capital

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

Written by John Gulino | Jun 4, 2025 5:15:56 PM

Your Search for Transparent Digital Marketing Costs Ends Here

If you’re researching digital marketing partners for your asset management firm, you’re likely wondering: What does it cost to work with GK3 Capital?

It’s a fair—and important—question. Choosing a digital partner is a major investment. You want clarity on both cost and value before making a decision.

In this guide, we’re providing exactly that: a transparent breakdown of GK3 Capital’s pricing models, how they compare to the cost of traditional wholesaling, and the outcomes you can expect. Plus, we’ll share a real-world case study showing how a client leveraged digital marketing to raise $600 million.

And here’s one key point up front: We’re not suggesting you replace your wholesalers. Instead, we help you empower your sales team to be more productive by getting them in front of the right prospects at the right time—through digital engagement strategies that today’s advisors prefer.

Why Digital Transformation Is No Longer Optional

The traditional wholesaling model, built on cold calls and in-person meetings, is increasingly costly and less effective. Advisor behavior has changed dramatically:

  • Advisors prefer digital engagement—they do their own research online before ever speaking to a wholesaler.
  • The average cost of an external wholesaler exceeds $350,000 annually, including salary, bonuses, benefits, and expenses.
  • Adding more wholesalers doesn’t solve the core problem if the underlying engagement strategy hasn’t evolved.

Today, digital marketing is essential to help your wholesalers succeed. It’s not about replacement—it’s about giving your sales team better tools, better insights, and better-qualified prospects.

How GK3 Capital Structures Pricing

Our Engagement Models

We offer three flexible ways to engage, based on your business goals and resources:

1. Monthly Retainer: Your Long-Term Growth Partner

  • What It Is: A strategic, ongoing partnership where GK3 becomes an extension of your team.
  • Best For: Firms seeking sustainable growth and ongoing digital support.
  • Typical Investment:
    $8,500 to $50,000/month (85–500 points).
  • What’s Included:
    • End-to-end strategy, execution, and optimization
    • Continuous campaign management
    • Analytics and reporting
    • Flexibility to pivot tactics as needed

2. Project-Based Engagements: Targeted, High-Impact Initiatives

  • What It Is: Standalone or short-term projects with specific outcomes.
  • Best For: Firms wanting to update websites, build lead-generation funnels, or launch targeted campaigns.
  • Typical Investment:
    $10,000 to $50,000 (100–500 points).
  • Examples:
    • Website redesigns
    • Ebooks, white papers, thought leadership content
    • Email marketing and drip campaigns
    • Pitchbooks for fund launches

3. Coaching: Strategic Direction, Internal Execution

  • What It Is: Advisory services where we build the strategy and you execute.
  • Best For: Firms with internal marketing teams looking for expert guidance.
  • Typical Investment:
    Starting at $5,000/month (50 points).

Real Results: How We Helped One Client Raise $600 Million

Curious about what these investments can yield? Here’s a real example:

The Challenge

A Private Real Estate Investment company needed to engage Registered Investment Advisers (RIAs). Traditional in-person meetings were no longer viable, and RIAs were looking for educational, digital-first solutions.

The Solution

Our client partnered with GK3 Capital to design a comprehensive digital strategy:

  • RIA Education Website: A hub with on-demand resources like white papers, videos, and interactive courses.
  • Due Diligence Portal: A secure, password-protected gateway providing deep investment insights.
  • Sales Intelligence Tools: Real-time dashboards and lead scoring to empower the Inland sales team with actionable advisor engagement data.

Importantly, Inland didn’t eliminate its sales team—it equipped its wholesalers with the digital tools needed to engage the right advisors at the right time, enhancing overall productivity and results.

Frequently Asked Questions

Are you recommending we replace our wholesalers with digital marketing?

No. We recommend using digital marketing to empower your wholesalers, not replace them. Digital tools allow your sales team to engage better-qualified prospects and spend their time where it matters most.

How do I choose the right engagement model?

We start with a discovery session to understand your goals and challenges, then recommend the best model for your situation—whether that’s a retainer, a project, or coaching.

Can I start small and scale?

Absolutely. Many clients begin with a project or coaching engagement to test the waters before moving into a full retainer.

What if my needs change mid-engagement?

Our point-based pricing system is designed for flexibility. You can reallocate points to different deliverables as priorities shift.

Is digital engagement really more cost-effective than adding another wholesaler?

Yes. Most firms find that a digital strategy costs significantly less than hiring a new wholesaler—and it extends your reach and enhances productivity for your existing team.

Ready to Empower Your Sales Team?

Modern distribution requires a modern strategy—one that empowers your sales team with digital tools.

Traditional sales models are expensive and misaligned with advisor behavior.

GK3 Capital has helped firms like this private real estate company raise $600 million by combining the best of digital and human engagement.