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

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 and achievement in financial content marketing, with judging conducted by a panel of financial services marketing leaders from top financial, media and marketing brands globally.

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, prompting 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, 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 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.

The Gramercy Institute 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. This recognition matters because it validates the effectiveness of value-driven content marketing in an industry traditionally reliant on direct sales approaches, demonstrating that educational resources can generate qualified leads more efficiently than conventional methods.

The implications of this award extend beyond the recognition itself, signaling a shift in how financial services firms approach marketing and client acquisition. The campaign's success with Integrated Partners shows that providing genuine educational value rather than sales pitches can build stronger prospect relationships while achieving measurable business outcomes. For more information, visit https://www.intention.ly.