Curated News
By: NewsRamp Editorial Staff
August 22, 2025

Intention.ly Wins Prestigious Gramercy Institute Financial Marketing Award

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TLDR

  • Intention.ly's award-winning toolkit helps financial advisors gain a competitive edge by capturing high-quality leads at just $142.70 each and driving 17% year-over-year growth.
  • The Organic Growth Toolkit provides a structured four-step methodology for advisors to upmarket, niche down, leverage marketing tactics, and invest in professional development.
  • Intention.ly's educational approach builds genuine connections and empowers financial advisors to better serve clients, fostering trust and growth in the financial services industry.
  • Intention.ly transformed traditional sales collateral into an award-winning resource that generated 168 qualified leads while reimagining content marketing for financial services.

Impact - Why it Matters

This recognition matters because it validates the effectiveness of value-driven content marketing in the financial services sector, particularly for wealth management firms seeking to grow their advisor networks and client bases. The award-winning campaign's impressive results—168 qualified leads at $142.70 per lead—demonstrate that educational, actionable resources outperform traditional sales approaches. For financial advisors and firms, this represents a proven blueprint for sustainable growth through niching strategies, upmarket movement, and professional development investment. The success also signals a shift in how financial services companies can build authentic connections with prospects, potentially influencing industry-wide marketing strategies and setting new standards for client acquisition efficiency in the wealth management space.

Summary

Intention.ly, the premier growth engine for financial services firms, has been awarded the prestigious 2025 Gramercy Institute Financial Content Marketing Award in the Wealth Management Business-to-Intermediary category for their groundbreaking work with Integrated Partners on "The Organic Growth Toolkit." This recognition from the Gramercy Institute, judged by top financial services marketing leaders, celebrates excellence in financial content marketing amid a highly competitive global field of entries. The award-winning campaign represents a significant achievement for both Intention.ly and their client Integrated Partners, showcasing innovative approaches to financial advisory growth strategies.

"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, prompting Integrated Partners to repurpose the content for their advisor recruitment efforts. The 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.

Kelly Waltrich, CEO and Co-Founder of Intention.ly, emphasized their content philosophy of leading with genuine value rather than sales pitches, noting that educational, actionable resources build real connections with prospects and drive significant results. The Intention.ly team behind this successful campaign included key professionals such as Jess Flynn, Kristin Fink, Evan Hornberger, Dan Natale, and Lauren Sanders, demonstrating the agency's comprehensive expertise in financial services marketing. This award solidifies Intention.ly's position as the go-to growth consultancy for the financial services industry, working with the most recognized names in the business to drive transformative growth within an increasingly competitive landscape.

Source Statement

This curated news summary relied on content disributed by citybiz. Read the original source here, Intention.ly Wins Prestigious Gramercy Institute Financial Marketing Award

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