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Disciplined, time-tested process that delivers results

We unite long experience in financial services with deep digital expertise to transform how financial firms grow AUM and revenues.


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.

  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


We make it easy to work with us

We use a monthly retainer model, applying a blended agency rate to determine the cost per hour. Our plan and your budget dictate the time we’ll invest in our partnership. This allows for flexibility based on your evolving needs, while enabling us to allocate the resources to get the results you hired us for.


What influences the cost of your plan?

The table below illustrates 3 ways you can work with us. None of these are set in stone. Every plan is customized to our clients’ unique needs. The number of hours allocated to the key areas below affect pricing:






Coaching & Training


Flexible pricing, customized for you


Production only


Production only


Marketing Strategy and Production


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


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?

We try and make it easy for you to work with us. We charge a blended hourly rate for our services. We charge a monthly retainer to make sure our team is focused on your success.

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?

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