Digital marketing + distribution for asset managers & fintech. Empowering financial brands through investor acquisition, scalable growth, data-driven strategy.
Robbinsville, NJ
Joined December 2016
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Our work starts at the whiteboard. Then it moves to the desk, gets talked through at the kitchen island, and every so often ends up on the podcast. That’s how it gets done around here.
#FinancialServicesMarketing #AssetManagement #CompanyCulture #TeamGK3
Your board asks if marketing moves ETF flows. “Sessions were up 30%” won’t cut it.
What worked for us: a dated log of every marketing change, lined up against daily shares outstanding. No new tools, just your own data in the right order hubs.li/Q04CD-h00.
"Most financial services firms are still optimizing for a search behavior their prospects have already moved on from.”
How AI platforms decide who to recommend: hubs.li/Q04CvVhH0
#GK3Capital #Blog #FinancialServices #DigitalMarketing
Our team has years in financial services, so the conversations sound different here. Advisors, net flows, what compliance will flag. Generic marketing rarely comes up.
#GK3Capital #DigitalMarketing #FinancialServices
Most buyers have ranked their preferred vendor before they ever talk to sales. 6sense found they go through about 13 pieces of content first, almost all of it anonymously.
Colby Connor on how to reach them earlier:
hubs.li/Q04BV-pl0
Two lists of 5,000 contacts. Only 80 people on both.
Ryan Woelk used DemandIQ to double a client’s audience to nearly 10,000 unique contacts.
He and Colby Connor break it down in Ep. 6 of the Fund Better Podcast: hubs.li/Q04BML9W0
#GK3Capital #FinancialServices
Walk-and-talk video gets a 49% higher finish rate than a seated talking head.
It’s one of seven takeaways in Ryan Woelk's final Unbound recap
Read the blog here hubs.li/Q04B9q7Z0.
#FinancialAdvisors #GK3Capital #RIA #VideoMarketing #ContentMarketing
Most of our week is spent helping our clients get marketing ideas out of the meeting and into the world. Turns out we do the same for each other. Even when the idea is this one.
#CompanyCulture #TeamGK3 #FinancialServicesMarketing #LifeAtGK3
"Lawn mower."
Buying one? Need a part? Spell-checking?
Google Ads knows there's intent. Not what kind.
ChatGPT prompts average ~23 words. That context is targetable.
Ryan Woelk's first take on ChatGPT ads: hubs.li/Q04zGgRC0
#GK3Capital #Blog #FinancialServices
64% of AI inbox summaries get the original email wrong.
Here's how to write for the AI that reads your email first, based on findings from #Unbound2026.
hubs.li/Q04zrWVD0
#GK3Capital #Blog #FinancialServices #DigitalMarketing
One month of GK3 Above & Beyond is in the books. Congrats to our September winners, Emily Reagan (1st) and Clara Martin (2nd). You earned every chip.
Today we decorated our jars for month two. The chips are already moving again. #CompanyCulture
Listicles get cited by AI 3x more often than a regular webpage. FAQs? Just 3% of citations. And backlinks barely predict AI visibility at all.
Our Ryan Woelk wrote about 14 tested AEO tactics from #Unbound2026: hubs.li/Q04yNy6B0
#GK3Capital #DigitalMarketing
"You build the kind of pipeline that lasts by being the person people already trust before they need you." — Colby Connor, GK3
Trust isn't built on the first call. It's built in everything before it.
Book time with Colby: hubs.li/Q04yDTHz0
#GK3Capital
"Our audience isn't on social media." Tess Grande hears this constantly.
53% of U.S. adults get news from social. Your advisors are already there. The KPI was the problem, not the audience.
Read more: hubs.li/Q04ydzGl0
#FinancialServices #Marketing
Ever wonder what happens before a strategy lands on your desk?
This is a glimpse into how it actually gets built. Everyone in the room cares whether it's right, not just whether it's done.
Genuinely a great group to be in the room with. 🙌
#GK3Capital #Team
We just launched GK3 Above & Beyond.
3 poker chips per team member each month to recognize the moments that don't always get the spotlight.
Step up for a teammate, being proactive, go the extra mile, and you might just earn a chip.
1 week and the jars are filling up.👇
You wouldn't expect a new hire to hit the ground running in their first two weeks. A marketing agency works the same way, especially in #FinanicalServices.
Early signals around months three and four. Pipeline change closer to month six.
Full breakdown: hubs.li/Q04x2C-J0
"Shake his hand like he's a client." Our team has heard it all. But after nearly a decade in financial services marketing, the firms that win aren't the most polished, they're the most real. Even if Colby did point at the wrong column. 😂
When you bring on GK3, you're not hiring a marketing person. You're adding an entire department overnight, built exclusively for financial services.
And next week… that team gets even bigger. 👀
Learn more about us: hubs.li/Q04wz4hX0
A factsheet tells an advisor what a fund holds and how it performed. That's the question they ask after they've decided you're worth twenty minutes, not before.
Colby Connor on what mutual fund marketing should look like instead: gk3capital.com/insights/mutu…
