GK3 isn't staffed with marketers who learned financial services. It's staffed with financial services professionals who became marketers. That's a different thing entirely.
The G is for Gulino. The K3 is for Kendall, Kinsley, and Kaitlin — John's three daughters.
When John started this firm, he wanted to build something that meant something. Not a clever acronym. Not a generic agency name. A name that reminded him every day of what he was building it for and who was watching him do it.
Every financial services firm GK3 works with is doing the same thing — building something they believe in, for the people who are counting on them. We take that seriously because we understand it personally.
Before starting GK3, John spent years inside the financial services industry. He was a wholesaler. He ran distribution at asset management firms. He knew what it felt like to sit across the table from an RIA trying to explain a complex product to a skeptical advisor.
As EVP at Discovery Data, he served 800 asset manager clients and 4x'd revenue in two years. He saw firsthand how much financial services firms were leaving on the table by treating marketing as an afterthought — and how poorly generalist agencies served them when they finally decided to invest.
He started GK3 because the gap was too obvious to ignore. Financial services needed a marketing firm that spoke both languages — digital marketing and the industry itself. Not one or the other. Both.
GK3 is co-owned and co-operated with his wife Heather, who leads HR and operations. It is a family-built firm in every sense of the word.
General Securities Representative. John and key team members hold active financial services licenses — not a detail, a commitment.
General Securities Principal. The license that authorizes supervision of investment banking and securities activities.
The full GK3 team completed the Securities Industry Essentials exam. Everyone at the firm understands the regulatory environment they work in.
Served 800 asset manager clients. 4x'd revenue in two years. Built the playbook GK3 now runs for clients.
Asset management distribution. Wholesale. John has sat in the seat that most of our clients are sitting in right now.
Exclusivity isn't a marketing strategy. It's a quality commitment. Financial services is a specific world with specific rules, specific buyers, and specific trust dynamics that take years to understand. We are not generalists who dabble. We work in one vertical because that's where we can be genuinely great.
FINRA. SEC. Reg BI. Performance claim rules. Required disclosures. We build compliance thinking into every deliverable — not as a checklist, as a habit.
RIAs, wirehouse advisors, institutional allocators, retail investors, fintech buyers — we understand how each one makes decisions, what they need to see, and what makes them trust you.
Financial services deals don't close in 30 days. Trust takes months to build. We build content systems designed for that reality — not for campaigns that generate clicks.
These aren't projections. They're real results from real engagements with financial services firms that trusted GK3 to build their marketing infrastructure.
Full brand identity, distribution content, and launch strategy for a new ETF. From launch to $7B AUM and growing.
A wealth management firm grew from 3 to 9 advisors and added $900M in AUM through a GK3 marketing system.
A private real estate firm raised $600M in 24 months using GK3's content and campaign infrastructure.
Took a new ETF from $500K to $150M in assets within 6 months through advisor-focused content and targeted outreach.
GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy. The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital.
Working with GK3 feels like having a world-class marketing department right down the hallway. They thoroughly understood our business model and effectively translated it into marketing content. As HubSpot experts, they developed new marketing materials, landing pages, and added lead scoring automation to our account, maximizing our HubSpot usage.
GK3 does so many things for our company — we have a compelling story to tell and it is GK3 that packaged up that story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.
GK3 is staffed with a professional and knowledgeable team. They are financial service industry experts and digital marketing experts. In an industry where sales were built on steak dinners and free lunches, it's refreshing to know that there is a company that understands 21st-century marketing.
John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results. When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time.
GK3 Capital partnered with us to build a comprehensive digital lead generation machine, starting with cleaning up and aligning key aspects of our sales and marketing process. GK3 brought in specialists for every stage, from CRM optimization to content creation and lead generation, delivering data-backed recommendations that seamlessly increased our lead volume across multiple platforms.
Schedule a 30-minute discovery call. We'll talk through your firm's goals and show you exactly what a GK3 engagement looks like.
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