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Compete at the speed of digital

Grow your AUM faster through our retainer, project, and expert consulting packages.

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Custom Retainer Packages

Agile Retainers for Results

Custom Projects

Begin Your Journey

Consulting and Coaching

From Discovery to Sales Training

Custom Retainer Packages

Agile Retainers for Results

Custom Projects

Begin Your Journey

Consulting and Coaching

From Discovery to Sales Training

Partnership Customized To Your Budget and Timeline.

Transform your capital-raising for less than the cost of one Wholesaler. 
How Do You Structure Retainers?

Agile = Flexible

Using 90-day goals and 30-day sprints to stay on track, GK3 helps our clients uncover the right deliverables to meet their objectives. Agile retainers are designed to help you hit even your fastest moving targets.

 

Points-Based Pricing

What Does a GK3 Retainer Cost?

$100 = 1 point

Points-based pricing puts the focus on deliverables. GK3 develops your retainer based on your goals. By selecting the right deliverables to get you there — and leaving room for adjustments — we keep pricing flexible and reasonable.
 

Starting at

75 points/month

What Can a Retainer Achieve?

Any Goal, Any Timeline

Launch a new fund with all the content and campaigns ready to go. Build a new site using growth-driven design. Implement lead scoring and sales signals. And work your way toward full Digital Distribution. There are no limits when your retainer is built for flexibility. 

 

What Else Should You Know?

Partnership At Its Best

When you partner with GK3, you get a plan geared specifically for your goals, paired with a dedicated account team committed to reaching them. We meet bi-weekly and schedule deliverables in 30-day sprints so we can make quick shifts. Because your retainer is about results.

No wondering, no waiting, no getting locked in.

 

 

It's Your Job To Raise Capital. It's Our Job To Make It Easier.

Schedule your consultation today and be one step closer to Digital Distribution.

Get Started

Digital Transformation One Step at a Time

Ready to put an idea into action? Need additional resources to make it happen? Know what you need done, and just need us to do it?
Partner with us on your way to AUM growth.
Example Project

Content & Design

Pitchdecks, eBook design, brand guides, blog posts, and more. Whatever your content need, GK3 can fill it — and help you build long-term value from your content assets.

Starting at

$5,000

Popular with Asset Managers

Example Project

Digital Ad Campaigns

Trying to drive traffic to a specific page, product, or event? Want to tap into a new audience? We're on board to work the algorithm with paid media.

Starting at

$5,000

More For Your Money

Website Build & Design

Your website is your #1 salesperson working for you 24/7/365.  We'll engineer it to work even harder so your team doesn't have to. By creating content that attracts new investors and addresses the five key dimensions of allocators' due diligence processes (people, process, price, performance, and product), you can finally outpace your competition.

Starting at

$25,000

Our Recommendation

GK3 DD360

Uncover the fine details of your digital presence and discover how to make the necessary improvements for total digital success. From audits and workshops to a finalized 12-month roadmap, DD360 covers every angle of revenue growth.

One-time cost

$13,500 - $55,000

See something for you?

We'd love to talk about your ideas. Schedule your consultation today.

Get Started

Knowledge is Power

Want to improve your current processes and systems? Want to become an expert in Digital Distribution? Our consulting services are designed to build your knowledge and give you power.

Recommended Project

30-90 Days

GK3 DD360

 

Dig into the details of your digital strategy and learn how to make the improvements needed to reach full-scale Digital Distribution. Website, campaigns, tech, strategy — our Discovery covers every angle. With audits to get to the details, workshops to shape your goals and personas, and a final roadmap that carries you through the next year, DD360 is better than making a safe bet. It's the payoff. 
 

One-time cost

$13,500 - $55,000

3-6 Months

Sales Coaching

 

Take full advantage of the intersection of our expertise in digital and financial services with our robust coaching program. Your Sales coach offers sessions tailored to your team: technology use, alignment, and more.
 

Starting at

$5,000/mo.

3 Months

Digital Distribution Mastery

 

Your team has the skills and the desire to master digital distribution. We have the path to get you there. This series of classes will show your team how to achieve digital distribution on your own, how to keep it running, and how to make the most of the opportunities it provides.
 

Starting at

$7,500/mo.

12-24 Months

They Ask, You Answer Coaching

 

They Ask, You Answer is a business framework that puts your customer at the center by focusing on what questions they're asking — and then answering those questions. GK3 provides a TAYA certified coach to lead your team to inbound success.

Starting at

$7,500/mo.

See something for you?

We'd love to talk about your ideas. Schedule your consultation today.

Get Started

OUR PROCESS

Partner with GK3 Capital to accelerate digital transformation

Compete at the speed of digital. Work with our experts to stay ahead of the competition. Don’t delay. We’ll accelerate your climb up the learning curve.

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work_process

Select an Option

  1. Qualification

  2. Consultation

  3. Discovery

  4. Onboarding

  5. Implementation

Step 1. Qualification

Digital transformation is a major investment of time, and GK3 Capital isn’t the solution for everyone. So we’re selective. We want our partnership to succeed. Digital excellence requires a budget, and commitment from your organization at all levels. Through our qualification process, we’ll discover if GK3 Capital is the right fit for you.

  • Have a robust sales & marketing budget
  • A need to grow your aum
  • Watch video series
  • Submit a consultation request form
  • Initial 30-min meeting to determine mutual fit
Schedule a Consultation

Step 2. Consultation

If we agree there’s a mutual fit, we both invest our time in four hours of meetings over 30 days. GK3 Capital learns about your needs and goals. You become acquainted with the GK3 Capital team. We’ll share the lessons we’ve learned about digital best practices–at no out-of-pocket cost to you. Together, we determine if we’re right as partners. In our meetings, we’ll cover:

  • Team intros and goals
  • Sales process and marketing strategy
  • Initial technology assessment
  • Sales and marketing team alignment
Schedule a Consultation

Step 3. Discovery

Based on what we learned in the consultation phase, we launch a comprehensive review of your process, people, and technology. We produce a robust digital transformation strategy customized for your firm, resources, and goals. This phase lasts from 60 to 120 days. The cost is based on what we learned in our ongoing discussions. Your 360-degree review will include an evaluation of your:

  • Website
  • Content
  • Digital campaigns
  • Tech stack
  • Sales process
  • Competitive positioning
Schedule a Consultation

Step 4. Onboarding

Here we begin to put your plan into action. This major step typically lasts 90 days. We start by upgrading your tech stack to enhance your marketing and sales process. We create profiles of your key client types and a new content plan to optimize results. With a new foundation in place, and your team and our team aligned, we get ready to launch your new campaigns.

  • Customize your process & technology
  • Align marketing and sales
  • Profile key client types
  • Develop content plan
  • Launch
Schedule a Consultation

Step 5. Implementation

We work with our clients in 90-day sprints, based on goals, objectives, and a well-thought-out plan. We meet frequently and collaborate throughout each 90-day sprint. We also understand that your business is fluid, dynamic, and evolving. Thus, we formally review your progress and update your plan quarterly.

  • Track daily performance
  • Report monthly
  • Monitor progress vs. plan
  • Adjust quarterly
Schedule a Consultation

Take your first step to digital transformation

Watch our short video series on Digital Distribution™

Watch now

PROCESS

We make it easy to work with us

For our retainer-based clients, we use a monthly model for our clients’ ease, applying points-based pricing to keep the focus on results and value. Our plan and your budget dictate the points and how quickly we can move toward deliverables.

This allows for flexibility based on your evolving goals, while enabling us to allocate the resources to get the results you hired us for.

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What influences the cost of your plan?

Your timeline for reaching Digital Distribution will create the largest impact on any monthly retainer costs. However, all of our projects and retainers are consultative and custom — meaning we can work together to find the best options. The other factors that may impact cost over time include:

1

Data Imports

2

Technology Decisions

3

Advertising Budget

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Flexible pricing, customized for you

Basic

Production only
BASIC

Production only
STANDARD

Marketing Strategy and Production
ENTERPRISE

Sales Coaching, Marketing Strategy, and Production
Weekly Pacing Reports
Monthly Summary Reports
Dedicated Account Manager
Asset full site of digital marketers
Dedicated Marketing Strategist
Weekly Status Reports
Website CRO and Implementation
Bi-weekly Strategy Meetings
90 Day Strategy Plans
CRM Strategy and Implementation
Monthly Assignment Selling Training
Sales and Pipeline Consulting
Per month plans starting at: $185 per hour $225 per hour $250 per hour

Production

For teams that know what they want but need a few extra hands. Work with our account manager to tap into your team of production specialists.

Strategy and Production

For teams that need a roadmap and a plan
to transform their digital sales and marketing, plus a way to make it happen.

Coaching, Strategy, and Production

Includes our standard package plus sales coaching and monthly workshops with executive leadership.

What you need to know about working together

Below you’ll find the answers to the most frequently asked questions from our potential clients. If you still can’t find the answer you’re looking for, drop us a line on our contact page.

Why should I partner with GK3 Capital?

At GK3, we speak two languages: digital and financial services distribution. We know of no other consulting firm in asset management that understands and implements digital strategies the way we do. We know of no digital agency that understands sales and marketing for financial services like ours. 

How much does it cost to work with GK3 Capital?

Our service pricing is based on the value our actions can provide relative to your goals. We price by points, where 1 point = $100. As an example, a single e-book may use anywhere from 30 to 75 points, depending on how closely it aligns with your goals. 

Clients that require true digital transformation for their sales and marketing can expect to spend $200 to $500 thousand per year, or the cost of one wholesaler (including salary, benefits, and travel).

How long does it take to get results?

Great question!  While we sometimes see initial results soon after we launch a digital sales and marketing program, patience and discipline will be required. You’ll need 6 to 12 months before you begin to see significant momentum.

Digital transformation is a long-term process that requires time, dedication, and commitment across your organization. Candidly, the process may take longer than you want. The investment may be more than you prefer. We do everything we can to demonstrate results along the way, and as quickly as possible. That’s why it’s so important to hire the right people or the right partner.

What types of clients do you work with?

We work with clients from across the financial services industry, including asset managers, real estate sponsors, alternative investment firms, mutual fund companies, wealth managers, financial data and technology companies, and TAMPs. Our clients oversee substantial assets or have a significant sales and marketing budget.

Who do I work with at GK3 Capital?

GK3 Capital clients work with our complete digital distribution team. We assign an experienced account manager as your direct contact and to supervise your day-to-day activities. GK3 Capital leadership will work with you and your account manager to develop your custom strategy. Our creative team will collaborate with you and your account manager to draft, design, and produce your content.

Our team of digital experts covering search engine marketing, search engine optimization, paid online advertising, technology, and reporting will further support your success under the direction of your account manager.

Ready to see if you qualify for a free 30-day consultation?

Get Started