Partnering with a digital marketing agency can prove to be one of the best decisions you can make for elevating your sales efforts and growing AUM. A good agency can offer you access to premier creative and digital talent, fresh perspectives, the ability to reach new prospects, and the skills required to amplify your brand.

But a common complaint from asset managers is that agencies generally lack the necessary financial services industry experience to navigate the regulatory and compliance complexities that govern marketing activity, add value to the partnership, and reach prospects with informed content that inspires, motivates, and earns trust.

Speaking Two Languages

GK3 Capital overcomes the experience deficit by the simple fact that our roots are embedded in financial services. John Gulino founded the firm after running into the same pain points throughout his 20-year career in financial services at Alliance Bernstein, E-Trade, Cole Capital, and Discovery Data. 

GK3’s team is a mix of digital marketing experts and financial services veterans. This unique pairing of talent offers you the ability to work with a single agency that speaks two languages - digital and financial services distribution.

Financial Industry Acumen

The GK3 Capital team’s knowledge acquired over decades of helping raise capital for registered funds and private funds, traditional and alternative strategies, 1031 exchange and mutual funds, retirement products, and private equity, have elevated GK3 to the top of the agency stack for asset managers seeking an experienced marketing partner. 

Our senior team has learned firsthand how to raise capital across every major distribution channel, including wirehouses, independent broker-dealers, registered investment advisors, banks and trust companies, retirement plan providers and insurance advisors, consultants, institutions, and direct-to-investors.

As industry veterans, we understand your business and your industry. Whether your firm falls under the jurisdiction of the SEC, FINRA, ERISA, or other regulatory entities, we are staffed to create marketing content and execute strategies that comply with all applicable regulations, which is a tremendous advantage compared to agencies not familiar with the financial services industry.

Digital Excellence

We unite our distribution and compliance expertise with digital excellence, encompassing content strategy, design, website engineering, sales, and marketing automation, sequencing, sales enablement, SEO, digital advertising, email marketing, CRM and database management, and more.

Not only do we apply our skills across these digital strategies, but we also coach and train your internal team so they have the digital mastery to execute these strategies and techniques efficiently. Working collaboratively, our GK3 Capital digital experts become an extension of your team. 

Since launching the firm, we have partnered with asset managers, wealth managers, fintech firms, and TAMPs seeking to master digital distribution. Our clients collectively manage tens of billions of dollars and raise billions more each year. We continually refine our process as we help our clients compete and grow amidst accelerating change.

Conclusion

You will have no difficulty finding an agency if you are looking to make a change or if you are considering outsourcing marketing functions for the first time. The landscape abounds with companies eager for your business. But even the most revered firms with experience ranging from consumer goods to entertainment may be of little value if they don’t have an intimate understanding of your industry and the specific challenges you face.

Digital marketing is not easy, which is the reason why so many asset managers outsource it. The business is always changing and evolving, and it requires the nimble hand of an expert team to consistently execute your strategies at the most successful levels.

Think of GK3 Capital as an extension of your internal sales and marketing teams. Learn how to maximize your inflows and let’s discover if we’re the right partner for you to grow your AUM.