GK3 Capital

06/17/2026

16% of all AI answers across every industry are sourced from YouTube.

Most people think about YouTube as a video platform. What they don't realize is that every video uploaded automatically generates a transcript, and that transcript is exactly what AI language models are pulling from when they source answers.

Why it matters:

YouTube is becoming one of the most important platforms for AI visibility right now. It's not just where your audience watches video, it's where AI finds your content and decides whether to cite it.

Colby Connor and Ryan Woelk break this down in a clip from Episode 4 of the Fund Better Podcast, including why 16% is a number every firm in financial services should be paying attention to.

Listen to the full episode here: https://open.spotify.com/episode/2XToF9bTEAxnTaxJeKUhkq?si=IQ9D7JHaTTeuqLzmO18qVA

Where does YouTube fit into how your firm thinks about AI visibility?

06/11/2026

You hired us to handle marketing. Part of that means you shouldn't have to ask us what's coming next, you should automatically start seeing it in your account.

Every Monday, our entire account management team sits down and goes through what's working across our accounts, what clients are starting to ask about, and what we're seeing before it becomes a trend.

Last week alone that conversation covered voice AI for outbound campaigns, SMS marketing as a real channel, new AI video tools, and a paid search opportunity that most financial marketers are completely sleeping on.

None of our clients brought those topics to us. We brought them to our clients.

That's the part that doesn't show up on a deliverables list. Every client we work with gets the benefit of that Monday meeting. You don't just get what you asked for, you get everything we figured out along the way.

Is there a tool or tactic you've been curious about but haven't had time to dig into? Drop it in the comments, chances are it's already on our radar. 👇

Learn more: https://www.gk3capital.com/

06/10/2026

Without the right conversion paths on your website, the ceiling of your digital marketing is the floor.

Most firms assume when traffic isn't converting the problem is the traffic itself, wrong audience, wrong keywords, not enough volume, and they go back and invest more to fix it.

That's the wrong diagnosis.

The problem almost every time is that there's nowhere for those visitors to go. The site has content, but no clear next step. Traffic arrives, does a lap, and leaves. Getting someone to your website is getting harder and more expensive. Letting them leave without doing anything is a problem most firms can't afford.

Colby Connor, Business Development Associate at GK3 Capital, wrote about this in our latest article. He breaks down what a conversion path is, why it matters more now than ever given how AI is changing buyer behavior, and the four components every financial services website needs to have in place.

Read the full article here: https://www.gk3capital.com/insights/website-traffic-not-converting-to-leads

If someone visits your website today, what's the next step you're giving them?

06/09/2026

Most marketing doesn't fail because of bad ex*****on, it fails because it was built on the wrong foundation.

The GK3 Capital Digital Operating Model starts with Strategy. Before anything gets built, we look under the hood of everything a client already has. Website, CRM, SEO, answer engine optimization, competitive positioning. We need to know what we have to work with before we can build a plan worth executing.

What that produces:

Buyer personas, a messaging framework, campaign strategy, and a prioritized build sequence tailored to where you are right now. Every decision that comes after this phase is built on something solid.

Why it matters:

Strategy is where the system starts. The four components that follow, technology, infrastructure, content, and distribution, are only as strong as the foundation this phase creates.

Watch the full Digital Operating Model at the link below and stay tuned as we break down each of the five components over the next month.

https://www.gk3capital.com/digital-operating-model

If you audited your marketing today, where do you think you'd find the biggest gap?

06/04/2026

One long form video can do a lot more work than most firms realize.

Most firms treat every piece of content as its own project. What they're missing is that one long form video can become the foundation for everything else.

What that looks like in practice:

From that one video you get shorts, clips for social, and blog posts. And because YouTube recently surpassed Reddit as the number one source for AI answers, you're building content and AI visibility at the same time.

Two birds, one stone.

Ryan Woelk and Colby Connor break this down in a clip from Episode 4 of the Fund Better Podcast. It's one of Ryan's biggest recommendations coming out of the Endless Customers Live conference in Chicago, and one of the most underrated content strategies in the industry.

Watch the clip above and listen to the full episode here: https://open.spotify.com/episode/2XToF9bTEAxnTaxJeKUhkq?si=IQ9D7JHaTTeuqLzmO18qVA

Does your firm have a system for repurposing content or is each piece starting from scratch?

06/03/2026

Fund managers lose RIA deals after the meeting more than most people realize, and the problem isn't the pitch.

Ryan Woelk, Account Manager at GK3 Capital, watched this pattern play out firsthand. The call goes well, the advisor asks smart questions, they talk about fit and next steps, and then three weeks later, nothing.

What's actually happening:

By the time an advisor leaves a positive call, they still have to take your fund to their investment committee. That committee will ask questions they can't answer off the top of their head. Pulling that information together takes hours, and in an advisor's world, hours are hard to find. The deal doesn't fall apart. It just quietly disappears.

What changes it:

The fund managers that win aren't the ones with the best pitch. They're the ones that make the advisor's internal job easiest. Ryan breaks down exactly what that looks like, including what an Investment Committee Toolkit is and why it's the piece most fund managers are missing.

Read the full breakdown here: https://www.gk3capital.com/insights/why-fund-managers-lose-ria-deals-after-the-meeting

Where do deals most commonly stall for you after a positive advisor meeting?

The latest financial marketing news from GK3 capital

06/02/2026

You're not getting leads. You're trying but they're not committing.

Most firms aren't struggling because of effort. They're struggling because their marketing pieces aren't working together as a system.

The reality:

80% of the buying decision happens before a prospect ever picks up the phone. Most firms have pieces of a marketing system but not a system itself.

The solution:

The GK3 Digital Operating Model connects all five: strategy, technology, infrastructure, content, and distribution, built specifically for how financial services buyers make decisions.

Over the next month we'll be breaking down each of the five components individually. And in financial services, where the buying process is longer and the stakes are higher, the system behind your marketing makes all the difference.

Watch the full breakdown on our homepage: https://www.gk3capital.com/digital-operating-model

What's the biggest gap in your current marketing setup right now?

05/28/2026

If you educate a prospect, they are 9 times more likely to buy from you.

That stat came out of the Endless Customers Live conference in Chicago, and it stopped the GK3 team in their tracks. Not because it was surprising, but because it confirmed something most of us already know. Nobody hands over their money without doing their homework first.

Why it matters:

80% of the buying decision happens before a prospect ever talks to a sales rep. The firms showing up with educational content during that research phase are the ones getting considered. The ones that aren't are being crossed off a list they never knew existed.

What we're doing about it:

Ryan Woelk, Account Manager at GK3 Capital, was in the room in Chicago when these numbers were presented. He sits down with host Colby Connor in Episode 4 of the Fund Better Podcast to break down what they mean for financial services firms and what GK3 has already built for clients based on them.

Watch the full episode here: https://open.spotify.com/episode/2XToF9bTEAxnTaxJeKUhkq?si=dDa_dnGNQi--mdQe8OWeEQ

How is your firm showing up during the research phase before prospects are ready to talk?

05/27/2026

Most financial services firms treat lead generation like a gym membership. Something to get to eventually, just never urgent enough to prioritize over everything else already on the plate.

And when referrals are coming in and the team is busy, it's easy to convince yourself the status quo is fine.

The real cost: It's not just missed deals. It shows up in your payroll, your marketing budget, your competitive positioning, and your ability to grow predictably years from now.

Most firms don't feel it until the referral network slows down. By then the gap is already wide.

Colby Connor breaks down five specific hidden costs in our latest article and what most firms haven't calculated about what waiting is actually costing them.

Read the full breakdown here: https://www.gk3capital.com/insights/the-hidden-cost-of-not-having-a-lead-gen-system

If you're being honest about your pipeline, where does the unpredictability show up most?

The latest financial marketing news from GK3 capital

05/26/2026

Great work doesn't need a trophy. But it's nice when it gets one.

GK3 Capital took home Silver at the 32nd Annual FCS Portfolio Awards, presented by the Financial Communications Society. The recognition is for B2B Branding, Visual Identity System, in the Financial Institution category, for our work with Teucrium ETFs.

This marks our 5th consecutive year taking home an FCS Portfolio Award and our 8th overall.

The partnership behind it:

The award officially arrived today and watching John open the box made it real. None of this happens without the right partnership behind it. Grateful to Teucrium for trusting us with this and to everyone at GK3 who delivered.

What does strong B2B branding mean to you when it comes to standing out in financial services?