Helping our clients continue to drive AUM

Helping our clients continue to drive AUM

Featured Blog:

Aug 14, 2025

How to Use Programmatic Advertising to Market Your Fund

The Problem Most Fund Managers Face One question I hear from fund managers all the time is, “H...

Read Blog

Visitor Magnet

Key Uses of HubSpot for Financial Services

At first glance, HubSpot’s product catalog can be overwhelming. With various “Hubs” or suites of...

The 8 Best CRM's for Financial Services

If you’re in financial services, you already know that client relationships are your most valuable...

HubSpot's 3 Most Powerful Sales Tools for Improving Productivity

Although sales tasks like following up with prospects and answering frequently asked questions are...

16 Most Important Contact Properties in HubSpot for Salespeople (And How to Leverage Them)

Contact properties are fields that store information about prospects in HubSpot CRM. Through...

How to Use HubSpot for Sales Prospecting: A Step-by-Step Guide

HubSpot’s CRM and sales tools are designed to streamline your prospecting efforts, helping you...

HubSpot Setup Essentials: Building a Foundation for Long Term Success

As a marketing technologist at GK3 Capital, one of my most important responsibilities is setting up...

The Fundamentals of Videography: A Beginner’s Guide to Creating Engaging Video Content

A few months ago, I had little to no experience with videography. Then, our CEO John gave me a...

Set up Your HubSpot Account as a Salesperson in 6 Steps

HubSpot's sales tools are incredibly powerful, but they're only effective if your HubSpot account...

Unlocking Success with GK3 Capital's Performance Dashboards

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

Headline for this section

Lorem ipsum dolor sit amet consectetur. Tempus leo egestas vitae fringilla malesuada nec eget. Mi arcu vestibulum faucibus proin ut. In faucibus in erat dictum. Arcu accsan at ut sit posuere ac.

HubSpot Platinum Partner Badge

TAYA Workshop Certification Badge - Certified Coach

TAYA Certified Coach Badge - Workshop Certified