Our People services help your best people focus their energy on building relationships and growing trust.
Learn your way to full Digital Distribution with our coaching by and for financial services leaders.
Optimize your team’s use of technology and processes with guided sessions and videos.
Align marketing and sales into one revenue team with one goal: drive AUM.
Create a culture of client-driven content across your organization.
Our service pillars
Raise capital with an engaging investor journey.
With our Process services, you can do anything from run a one-time event to launch a fund. Whatever your goals, GK3 Capital services ensure that you create repeatable success.
What’s important: Finding confidence in your inflows so you can focus on growing relationships and AUM. That comes with strength of process.
When you’ve nailed the engagement, due diligence, and inflow phases of an investor’s journey, you’ve got strength of process. Consistent results follow.
For Digital Distribution to operate at the highest level, you’ve got to lean on your technology.
Good news: From your CRM to your investor portal, from your data sources to automation engines, you’ve got a lot to work with. GK3 Capital’s deep experience in integrated marketing, sales, and investment technologies helps you create the smoothest, most effective investor journey possible from whatever you have on hand.
Our technology services are designed to not only connect your information and systems, but also to connect all of that to your selling process — and empower your people. Finally reach the level of integration and process parity that every firm needs to align with how investors make decisions today.
GK3 Capital helps you shed the burden of tech stack management so you can refocus on the aspects of investment that require a human touch.
Your team is still top notch. It’s sales that has changed.
As buyers took their decisions into their own hands, they became less likely to form relationships with the people who could get the best information in front of them: your people.
Now, you can help your future clients without chasing them down. GK3 Capital empowers your people to lean into their strength and build relationships through their expertise, awareness, and personality.
Sales will have better conversations when they’re more focused on the most qualified people, and less on distractions like bad leads or clunky tech.
By making it easier and more efficient for your team to execute key sales and marketing actions, and by aligning systems, processes, and strategy, our people services help you develop the digital wholesaling team your competitors just don’t have.
What's it like working with GK3?
Hear what our clients have to say
“GK3 does so many things for our company - we have a compelling story to tell & it is GK3 that has packaged up that story & gotten it out to our target market, driving inbound interest beyond what our company has ever experienced.”
Chief Executive Officer
"GK3 upgraded our digital footprint and revolutionized our brand. They captured our message and voice perfectly — we now have a digital presence that captures our philosophy to our target audience."
Patrick J. Lynch III
CFS, Senior Partner
Whitestone Wealth Management Services