Intention.ly Wins Financial Content Marketing Award for High-Performance Advisor Growth Toolkit
Marketing agency Intention.ly received the 2025 Gramercy Institute Financial Content Marketing Award for developing a strategic resource that generated 168 qualified leads at $142.70 per lead, demonstrating the effectiveness of value-driven content in financial services.
Intention.ly has been honored with the 2025 Gramercy Institute Financial Content Marketing Award in the Wealth Management Business-to-Intermediary category for their work with Integrated Partners on "The Organic Growth Toolkit." The award recognizes excellence in financial content marketing, with judging conducted by a panel of financial services marketing leaders from top financial, media, and marketing brands.
The winning campaign, "The Organic Growth Toolkit," was developed as a comprehensive downloadable guide designed to help financial advisors accelerate business growth through four distinct strategies: 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 delivered exceptional results, capturing 168 qualified leads at a highly efficient $142.70 cost-per-lead.
The toolkit's success prompted Integrated Partners to repurpose the content for one-on-one sales outreach in their advisor recruitment efforts. Kelly Waltrich, CEO and Co-Founder of Intention.ly, stated, "Our content philosophy has always been to lead with genuine value rather than a sales pitch. We're thrilled the Gramercy Institute resonated with our approach, and we're lucky to work with firms like Integrated Partners, who recognize the power of educational, actionable resources to build real connections with prospects."
The award-winning entry reimagined traditional sales collateral as a strategic resource backed with proprietary data, including statistics showing that Integrated Partners' top 40 advisors achieved 17% average year-over-year growth since 2020. Gramercy's Financial Content Marketing Awards honor excellence in content marketing within the financial services industry, with winners selected based on strategy, execution, innovation, metrics, and results.
For more information about working with Intention.ly, visit https://www.intention.ly. The Intention.ly team behind the winning entry included Jess Flynn, Kristin Fink, Evan Hornberger, Dan Natale, and Lauren Sanders, demonstrating the collaborative effort required to achieve such recognition in the competitive financial marketing landscape.