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Turn your team into experts in Digital Distribution™

Work directly with our experts who will become an extension of your team. We’ll share our hard-earned knowledge and guide your people to digital mastery with the latest strategies and techniques.

Digital Distribution


Expert one-on-one coaching to optimize your results

Climbing the learning curve can be like climbing a mountain–or climbing the wrong mountain. GK3 Capital can help you and your team avoid trial-and-error and achieve digital proficiency, faster. With GK3 Capital coaching, your team can master Digital Distribution™ and deliver better results, sooner. We provide:

  • Expert coaching
  • Staff onboarding
  • Software training
  • Best practices
  • Process enhancement
  • Strategic guidance
  • Team alignment

We’ll help your team learn to optimize its own results and grow collaboratively. Our guidance is designed to fuel your growth for months and years. As your organization grows and evolves, our coaches can even be on call.

$ 0 B+

Client AUM
in 2021


Leads and appointments scheduled
in 2021

$ 0 B+

Raised by our clients
in 2021

0 +

Combined years of experience in
financial services


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.

Ready for the three initial steps?

  • Watch our short video series
  • Submit a consultation request form
  • Meet with GK3 Capital for 30-minutes to see if we’re a mutual fit
Start video series
Schedule a Consultation

Step 2. Consultation

If we agree there’s a mutual fit, we both invest our time in four 1-hour 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 four 1-hour meetings, we’ll cover:

  • Team intros & goals
  • Sales process & marketing strategy
  • Initial technology assessment
  • Sales & marketing team alignment
Start video series
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
  • Competitive positioning
  • Sales process
  • Marketing strategy
  • Content
  • Tech stack
  • Digital campaigns
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.

  • Enhance your tech stack
  • Align marketing & sales
  • Profile key client types
  • Develop content plan
  • Launch
Start video series
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
Start video series
Schedule a Consultation

7 Effective Lead Nurturing Tactics

Download our guide & learn to create your own successful lead nurturing programs

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The 3 Pillars of Digital Distribution™

Together, these 3 pillars help you raise capital more effectively, more efficiently, and more profitably.

  • Process
  • Technology
  • People


The process, called “Inbound,” is the roadmap for growing your business in a digital world. In financial services, Inbound consists of 3 phases: the engagement phase, the due diligence phase, and the inflow phase.

Inbound offers a step by step guide for the strategies and tactics you need to align with how buyers make decisions today. Inbound answers critical questions:

  • How do you gain the attention of a digital-first client?
  • How do you earn their trust?
  • How do you motivate them to buy from you?
Our Process & Pricing


Technology is the foundation of your “Digital Wholesaling Platform.” Each element of your platform works together to guide your potential client through their journey to become an investor, and guides your team in facilitating and optimizing the process.

The 5 key pieces of technology that contribute to results:

  • CRM
  • Data Systems
  • Website
  • Marketing Automation
  • Sales Enablement
Our Process & Pricing


To succeed in a digital world, your marketing team needs to become “digital first.” You need experts in search engine marketing, search engine optimization, social media, online writing, design, web development, and automation. Your sales team needs to be trained differently, too.

We call the high-performing “new business” team of the online era your “Digital Wholesaling Team.” Sales and marketing unite as one revenue team with a singular focus on increasing AUM and serving clients like never before, both online and in person. When this revenue team works together, marketing focuses on the first 70% of the sales process, and sales on the final 30%.

Our Process & Pricing

Resources: Become an expert at Digital Distribution™

Content Without a Plan is Like Traveling Without a Destination

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You Can’t Create Great Content Without Knowing Your Competitors

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Great Content Starts by EVALUATING All the Content You Currently U...

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Website Projects Feel Less Daunting with Growth Driven Design

Read blog

GK3 not only helps us to create content, but also deliver that content to the target audience in digestible, compelling formats. As our business has evolved, we have expanded the scope of services we receive from GK3. They have provided consistently excellent support, and are proactive about recommending which of their services are appropriate given the stage of growth of our business."

Managing Director

Ready to leverage GK3 Capital’s coaching solutions to help your team drive AUM growth?

Request a FREE consultation