Growing AUM (Assets Under Management) is a top priority for investment firms, but achieving it isn’t as simple as setting a lofty target. The real question is: What specific actions will get you there? At GK3 Capital, we know that AUM growth stems from the right combination of goals, strategies, and deliverables. That’s why we focus on five key SMART goals that serve as a roadmap for our 90-day client engagements.

But let’s address a common concern: How do these goals translate into tangible deliverables? Whether you’re trying to schedule more consultations, convert leads into investors, or increase traffic to your website, the key lies in aligning your goals with the right strategies, services, and agile execution.

Why SMART Goals Are the Foundation of Success

Our approach begins with identifying measurable and actionable goals that lead directly to AUM growth.

Take, for example, the goal of scheduling 25% more consultations in 4 months. It’s a clear, measurable objective, but what does it take to achieve it? At GK3 Capital, we use SMART goals not only to define success but also to determine the right set of deliverables over a 90-day period.

Connecting Goals to Deliverables: The Agile Advantage

One of the key differentiators in our process is our agile approach to client engagements. We recognize that no two clients are the same, and not every service is appropriate for every stage of growth. By focusing on the agreed-upon goals, we prioritize the deliverables that will move the needle, sequencing them into 30-day sprints to maximize efficiency and impact.

Example: Scheduling More Consultations

Let’s revisit the goal of scheduling 25% more consultations with prospects in 4 months. Achieving this involves a mix of strategic initiatives and specific deliverables, all tailored to meet this objective:

1. LinkedIn Campaign: Launch targeted ads to reach high-value prospects and drive traffic to a dedicated consultation page.
2. Schedule a Consultation Campaign: Design a clear, compelling campaign to encourage prospects to book a meeting.
3. Email Nurture Campaign to Warm Leads: Create automated follow-up sequences to engage prospects who’ve shown interest but haven’t converted.
4. Blog Content: Publish educational blog posts addressing common objections or questions, positioning your firm as a trusted resource.
5. Premium Content Offer: Develop downloadable guides or whitepapers to capture leads and nurture interest.
6. Sales Enablement Lead Scoring: Implement scoring to prioritize leads based on readiness to convert.
7. Account Management: Provide ongoing support to monitor progress and adjust tactics as needed.
8. LinkedIn Management: Optimize your LinkedIn presence to build credibility and reach decision-makers.
9. Google SEM Campaign Development: Create targeted Google Ads campaigns to capture high-intent search traffic.
10. Google SEM Management: Monitor and refine campaigns to maximize ROI.

Agile Execution: 30-Day Sprints

Why We Use an Agile Approach

1. Flexibility to Adapt

Markets change, and so do client priorities. An agile approach allows us to adapt to evolving needs, ensuring we’re always working on the most impactful initiatives.

2. Prioritization for Impact

Not all deliverables are equally urgent. By sequencing tasks into 30-day sprints, we focus on what will drive the most progress toward your goals in the shortest time.

3. Clear Progress Tracking

Each sprint includes defined deliverables, making it easy to measure success and maintain accountability.

4. Tailored Services for Every Client

Whether you’re a new firm launching a product or an established player scaling up, our agile approach ensures that our services align with your unique situation.

The GK3 Capital Difference

Our process isn’t about offering a laundry list of services and hoping something works. It’s about starting with your goals, focusing on what matters most, and delivering the right combination of strategies and services to achieve them. Whether your objective is scheduling consultations, increasing traffic, or converting leads into opportunities, our agile approach ensures that every deliverable contributes directly to AUM growth.

Let’s Build Your Growth Plan Together

Are you ready to align your AUM growth goals with a customized, agile strategy? Take our Digital Distribution Quiz to see where you stack up in growing your AUM in a digital world. It’s quick, insightful, and the first step toward building a strategy that drives measurable results.