Intention.ly Wins 2025 Gramercy Institute Financial Content Marketing Award for Integrated Partners Campaign

Intention.ly has received the 2025 Gramercy Institute Financial Content Marketing Award in the Wealth Management Business-to-Intermediary category for their collaborative work with Integrated Partners on "The Organic Growth Toolkit." This recognition highlights excellence in financial content marketing, with evaluation conducted by a panel of financial services marketing leaders from prominent global organizations.

The award-winning campaign, "The Organic Growth Toolkit," was developed as a comprehensive downloadable guide designed to help financial advisors accelerate business growth through four distinct strategic approaches: moving upmarket to serve higher-net-worth clients, niching down to scale expertise, leveraging foundational marketing tactics, and investing in education and professional development. The campaign achieved remarkable results, capturing 168 qualified leads at an efficient $142.70 cost-per-lead, demonstrating the effectiveness of value-driven content marketing in the financial services sector.

Kelly Waltrich, CEO and Co-Founder of Intention.ly, emphasized the company's content philosophy, stating that their approach has always focused on leading with genuine value rather than sales pitches. The recognition from Gramercy Institute validates this methodology and highlights the importance of educational, actionable resources in building authentic connections with prospects.

The winning entry transformed traditional sales collateral into a strategic resource supported by proprietary data, including statistics revealing that Integrated Partners' top 40 advisors achieved 17% average year-over-year growth since 2020. The toolkit's success was so significant that Integrated Partners repurposed the content for one-on-one sales outreach in their advisor recruitment efforts, extending the campaign's impact beyond initial lead generation.

The Gramercy Financial Content Marketing Awards recognize excellence in content marketing within the financial services industry, with winners selected based on comprehensive criteria including strategy, execution, innovation, metrics, and measurable results. This award underscores the growing importance of content marketing in financial services, particularly in the wealth management sector where trust and expertise are critical factors in client relationships. For more information about working with Intention.ly, visit https://www.intention.ly.