GK3 Capital

GK3 Capital GK3 Capital is a marketing agency that partners with asset managers and fintech innovators to deliver digital marketing and distribution solutions.

Our data-driven approach strengthens investor engagement, supports scalable and sustainable growth.

A factsheet tells an advisor what a fund holds and how it has performed. That's the question they ask after they've alre...
09/02/2026

A factsheet tells an advisor what a fund holds and how it has performed. That's the question they ask after they've already decided you're worth twenty minutes, not before.

Mutual fund marketing calendars are filled with factsheets, quarterly commentaries, one-pagers, all being sent to the same advisors every month. The problem is none of that is designed to create interest, they’re for someone who’s already interested.

Advisors allocating to an actively managed fund are making a bet on human judgment. If your marketing doesn't make the team and the process visible, you're giving them nothing to evaluate.

Who you reach matters as much as what you say. There are advisors who could allocate to your fund right now and advisors actively researching your category right now. Those are the people worth focusing on, not the full database.

Firms who have made the change are growing while their category shrinks, while the ones sending factsheets are still waiting for the market to turn.

Colby Connor has been in enough of these conversations to know what works.

Read his latest blog article here: https://www.gk3capital.com/insights/mutual-fund-marketing-beyond-the-factsheet

How is your firm currently thinking about advisor marketing beyond the factsheet?

09/02/2026

Most people stand in front of their wins. We do a handstand, or at least Colby does.

It’s a fitting metaphor for how GK3 Capital operates. We don’t default to the obvious. If something looks like it has merit and is worth trying, we try it out on GK3 first before bringing it to our clients.

It doesn’t matter if the tactic is brand new like ChatGPT ads, or as old as a billboard, we’ve tested them. Not because it’s required, but because understanding something from the inside is the only true way to know if it’s going to work for our clients.

The feeling is very different seeing our ad in the real world, as opposed to seeing it in the self-service platform preview window. If you caught our last post, you've already seen what that moment looked like, this is the same feeling we get for our clients. It’s the reason we push ourselves to identify the next strategy worth exploring.

Colby just has a more… dramatic way of showing it.

How does your team stay ahead of the curve when it comes to testing new marketing tactics?

08/28/2026

We don't recommend anything to clients we haven't tested ourselves, and this week that meant finding out what it feels like to be on a billboard. We think Colby's reaction speaks for the rest of us.

Out-of-home ads are something we run as part of a broader programmatic strategy. But there's a difference between running them and experiencing one. Seeing a GK3 Capital ad in the real world is something we couldn’t fully appreciate until we saw it for ourselves.

This is just how we operate. Every tactic we pitch is something we have experience in and have run for ourselves. This week is no different, and neither will next week.

Don’t worry, we’ll continue to share everything we learn.

What's a tactic you've always wanted to test but haven't gotten around to yet?

Something lands in your social feed and before you've even read the first line, you already know it's trying to sell you...
08/27/2026

Something lands in your social feed and before you've even read the first line, you already know it's trying to sell you something. We all feel it. It's something we call the “flinch.”

Ryan Woelk spent years on the other side of that flinch without knowing it. He always hit his numbers, but something about it always felt slightly off and he never had the words to explain why.

Then he came across the They Ask You Answer book, by Marcus Sheridan, and it all clicked, putting into words that feeling he’s had all along. 80% of the buying decision happens before anyone ever talks to you. The people who earn trust during that window aren’t selling, they’re teaching.

That changed everything about how Ryan approached marketing. Not so much the tactics he was using, but when to show up and what to say. Educating instead of pitching.

Read Ryan’s full journey and our latest blog here: https://www.gk3capital.com/insights/the-marketing-i-hated-making-is-the-marketing-you-hate-getting

Has there ever been something that made you rethink how you approach marketing?

08/25/2026

Most financial services firms treat upper funnel and lower funnel as two separate conversations, but upper funnel awareness doesn't just build brand recognition. It's what fills the lower funnel in the first place.

The natural instinct is to treat awareness and conversion campaigns as two different budgets with two different goals, but the firms seeing the strongest lower funnel results are the ones who invested in the upper funnel first. When your audience is ready to act, your name is already in their head.

It’s all about getting the right message in front of the right person at the right time… We’re sure you’ve heard this hundreds of times, but it doesn’t take away anything from this cliché. In our industry it’s the difference between a campaign being successful, or just another ad they scroll past.

Colby Connor and Chelsea Glissman take a deep dive into the world of programmatic ads in our latest podcast, showing the full picture of what a coordinated marketing program can do. It all starts with awareness.

Listen to the full episode here: https://open.spotify.com/episode/4agy1EWhrzmO35xe1ge5FZ?si=WEI0ht2EQ9CS90stfe-EZw

How does your firm currently think about the relationship between your awareness campaigns and your conversion campaigns?

While going through his desk this week, John Gulino came across something he hadn't seen in years, the very first GK3 Ca...
08/20/2026

While going through his desk this week, John Gulino came across something he hadn't seen in years, the very first GK3 Capital proposal.

With our 10th anniversary just around the corner, finding the first GK3 proposal reminds us of where we came from. One idea, one document, and a belief that financial services deserved better.

What started with that proposal has grown into a full team of passionate marketing professionals, all working exclusively in financial services. That one document has turned into a fully staffed agency that includes:

- Strategy and Account Management
- Business Development
- Content Creation and Investment Writing
- Paid Media and Digital Advertising
- Creative Design and Video Production
- Social Media Management
- AI, Technology, and CRM Systems

Our team continues to grow and develop every day, all with the express purpose of helping financial services firms succeed in a digital world.

GK3 started with one proposal. What was the very first document, pitch, or conversation that started YOUR firm?

Most ETF investors will find your ticker, do their research, and buy without ever talking to your team. That's the reali...
08/19/2026

Most ETF investors will find your ticker, do their research, and buy without ever talking to your team. That's the reality the wrapper creates, and your funnel needs to be built around it.

The first question most ETF issuers ask is about reps and meetings, when a more important question is what happens when no one is there to pick up the phone. Your ticker is already searchable, your spread is live, and someone can own your fund before lunch without ever finding your contact page. A sales-first approach doesn't account for that investor, and that investor is now in the majority.

That means two very different funnels running at the same time.

Retail investors aren't looking for a conversation. They're looking for a ticker, a fact sheet, and a way to buy. Your website either handles that or they find a fund that does. If someone lands on your site from a Reddit thread or a ticker search, they need to be able to go from curious to invested without leaving the page.

Advisors are a different story entirely. A single conversation can move a lot of money, but advisors are busy and skeptical. They want to see that you know what you're talking about before they give you an hour of their time.

An ETF provider partnered with us at $500 million in AUM, working with an outdated approach. A year and a half later they crossed $7 billion. Same product, same sales team, completely different strategy and audience.

Colby Connor breaks down exactly how each funnel works, including the channels to target for each and why AI search is now a critical part of the ETF discovery process.

Read the full breakdown here: https://www.gk3capital.com/insights/marketing-an-etf-why-the-wrapper-changes-your-funnel

How are you currently thinking about the split between your retail and advisor funnels for your ETF?

08/18/2026

This is what a new client means to the team at GK3 Capital.

What you’re watching is the genuine reaction from Colby after a new client signed with GK3. It may be a short celebration, but you can see how much these partnerships mean to us.

Colby has a reputation here for caring about every person he talks to. It doesn’t matter where they are in the process or what their firm is currently doing. That's the attitude our whole team brings to the table.

Every firm that signs with GK3 comes with a unique set of goals, challenges, and a team that’s counting on us to deliver. That’s something we never forget, and that’s exactly what makes moments like this worth celebrating.

We take time to celebrate our wins, but then we focus up and prepare for what comes next.

How does your team celebrate a big win? Asking for a friend who may or may not have just sprinted around a parking lot.

08/13/2026

Distribution is what makes sure your content reaches the people it was made for. Every component in the Digital Operating Model that came before it was building toward this.

Most firms have a content calendar, but very few have a distribution strategy that connects all your channels back to your business goals. Each platform runs independently from the others, no way to identify which tactics are having the most impact.

Coordination is the key difference in GK3 Capital’s approach. We ensure that each additional channel reinforces the others, collectively building momentum. And because distribution is connected to infrastructure, every engagement feeds the lead scoring model identifying who to reach out to and when.

Distribution may be the fifth and final component of GK3’s Digital Operating Model, but it’s what ties the whole system back to step one, Strategy.

If you're in financial services and want to see if GK3 is a good fit for your firm, schedule a call with our team or learn more about us: https://www.gk3capital.com/digital-operating-model

What does your current distribution strategy look like?

Does this sound familiar? Someone filled out a form on Thursday night but didn’t get a response until the following Tues...
08/12/2026

Does this sound familiar? Someone filled out a form on Thursday night but didn’t get a response until the following Tuesday, chalked up to a scheduling thing. Five days between interest and follow up isn’t just a scheduling issue.

The instinct is treating slow follow-ups as a discipline problem, but that’s not accurate. Prospects work through the pipeline at their own speed, your schedule has no effect on them. Form fills will happen in the middle of the night, guide downloads will happen Sunday morning, the key is to have a system in place that can catch them at all hours.

Colby Connor went on vacation for a week and came back to ten prospects who had already moved to their next step. This isn’t because he had coverage; it’s because he set up the right system to read their behaviors and respond accordingly.

What was waiting for him when he returned was conversations, not cleanup.
Colby breaks down how he sets up behavior triggered follow-ups, including a quick audit you can run today to see where there’s a gap in your pipeline.

Read the full breakdown here:https://www.gk3capital.com/insights/financial-services-lead-follow-up

What does your firm's follow-up process look like when a lead comes in outside of business hours?

Address

1 Union Street, Suite # 105
Robbinsville, NJ
08691

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+16093887200

Website

,

Alerts

Be the first to know and let us send you an email when GK3 Capital posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to GK3 Capital:

Shortcuts

Share

Category