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Award Recognition: Intention.ly received the 2025 Gramercy Institute Financial Content Marketing Award for their campaign "The Organic Growth Toolkit" in the Wealth Management Business-to-Intermediary category, highlighting innovative advisor recruitment strategies.
Campaign Overview: The toolkit is a comprehensive guide aimed at helping financial advisors grow their business through four strategies: targeting higher-net-worth clients, specializing in niche markets, utilizing foundational marketing tactics, and focusing on education.
Successful Outcomes: The campaign generated 168 qualified leads at an efficient cost of $142.70 per lead, leading Integrated Partners to adapt the content for direct sales outreach in advisor recruitment.
Content Philosophy: Intention.ly emphasizes providing genuine value over traditional sales pitches, aiming to build meaningful connections with prospects through educational resources that yield significant results.
