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Featured Blog:
Jan 13, 2025

What KPIs Should Firms Focus on to Grow AUM in a Digital World?

When firms ask us, “What’s the secret to growing AUM in today’s competitive, digital-first env...

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GK3 Capital Wins Gold, Joined by BofA & Jackson National on the Podium

GK3 Honored as One of the Nation’s “Best in Financial Marketing and Communications” at the 29th Annual Financial Communications Society Awards

On a spring evening in May, 500 financial marketing, communications, and media professionals from...
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Is Your Agency Fluent in Digital & Financial Services? Why It Matters.

Outsourcing your digital marketing functions to a specialized agency is one of the most important...
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6 Reasons Why GK3 Uses an Agile Approach to Managing Client Work

The word “client” has a certain weight to it. It carries respect. And what do most agencies seem to...
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Putting Clients First: GK3 Value-Based Engagements

When something takes you way too much time, but very little real effort, it can feel like the...
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What’s the Benefit of Working with GK3 On a Retainer?

Leaders in the financial services industry understand the importance of achieving long-term goals...
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HubSpot Sales Enablement Tools for Wholesalers

As an asset manager, you understand the importance of equipping your wholesalers with the resources...
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Why It's Important to Have a Business Blogging Strategy

As an asset manager, you may already know the importance of having a strong online presence to...
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How a Leading Fund Sponsor Raised $350M (TO START)

Early in 2020, the pandemic began to sweep the US. We received a call from a long-time client, one...
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Don’t Hire Another Wholesaler Until You Adopt Digital Distribution

Asset managers that raise assets through advisor intermediary channels are often inclined to resize...
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