Category: News
“The Organic Growth Toolkit” campaign for Integrated Partners recognized for its innovative approach to advisor recruitment and engagement
KING OF PRUSSIA, Pa.–(BUSINESS WIRE)–localhost:10008/, the go-to growth engine for financial services firms, 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 carried out by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands. This year’s awards drew a highly competitive field of entries from financial firms and agencies globally.
“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.
“Our content philosophy has always been to lead with genuine value rather than a sales pitch,” said Kelly Waltrich, CEO and Co-Founder of localhost:10008/. “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. Time after time, those are the campaigns we see driving 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.
Gramercy's Financial Content Marketing Awards honor excellence in content marketing within the financial services industry. Winners were selected based on strategy, execution, innovation, metrics, and results.
The localhost:10008/ team behind the winning entry included Jess Flynn (VP, Client Account Strategy), Kristin Fink (VP, Client Account Strategy), Evan Hornberger (Creative Director), Dan Natale (Head of Demand Generation), and Lauren Sanders (Head of Content).
Our very own Tina Powell, Partner at localhost:10008/, was recently featured in this CityBiz Q&A. She discusses the evolution of online search for financial advisors. Tina explains how the rise of AI is changing the game from traditional SEO to Generative Engine Optimization or GEO.
In the article, Tina highlights how high-net-worth clients are now using AI to ask more detailed questions when looking for financial advisors. This means firms need to shift their focus from just being found on search engines to being recommended by AI. She explains that GEO is about becoming the trusted and authoritative answer that AI platforms provide.
Tina also shares some immediate steps RIAs can take to adapt to this new landscape. She emphasizes the importance of a GEO audit to understand how AI perceives a firm and to identify areas for improvement. She warns that firms that ignore this shift risk becoming invisible to potential clients.
Read the article to learn more about Tina’s expert insights on how RIAs can win in the new era of AI search.
Key Takeaways:
- The Search Landscape Has Changed: Traditional SEO tactics are no longer enough. AI platforms are the new gatekeepers of information.
- Prospects Search Differently: High-net-worth individuals are asking AI complex, specific questions to find the right financial advisor.
- GEO is the New Standard: Generative Engine Optimization (GEO) focuses on being the authoritative answer recommended by AI, not just ranking on a search page.
- SEO vs. GEO: SEO is about being found, while GEO is about being recommended. If you’re not recommended by AI, you’re out of the conversation.
- Audit Your AI Visibility: RIAs need a GEO audit to understand how they are perceived by AI and identify where they can improve their content and authority.
- Adapt or Become Invisible: Firms that fail to adapt to this new AI-driven search landscape risk being left behind as early adopters dominate the digital space.
The comprehensive operating system powers scalable growth for RIAs through strategic leadership alignment, client experience optimization, and enhanced scalability.
localhost:10008/, a leading growth consultancy and marketing firm for fintech and financial services companies, is proud to announce the next evolution of its service offering under the leadership of Randy Lambert, EVP of RIA Solutions. In collaboration with RIA COO veteran Jason Mirabella, Lambert will spearhead the launch of Deliver Advice, a proprietary growth operating framework tailored to the unique needs and challenges of RIAs.
The Evolution of Growth Solutions at localhost:10008/
Since joining localhost:10008/ six months ago, Lambert has taken the time to deeply understand the firm’s client base, service lines, and the potential for expanding its impact. This deliberate approach has culminated in the development of Deliver Advice, an operating system designed specifically for RIAs. The framework empowers firms to align their C-suite around a unified operating model, fostering collaboration and accountability to bring their vision to life.
“My time at localhost:10008/ has been about discovery—understanding the depth of our clients' needs and the incredible breadth of our capabilities,” said Lambert. “Partnering with Jason Mirabella to create a business operating framework that speaks directly to RIA challenges is a natural evolution of our mission to deliver actionable, transformative growth strategies.”
Introducing Deliver Advice
The Deliver Advice framework is built to address the most pressing operational and growth-related pain points RIAs face, creating a roadmap to sustainable growth and operational excellence. Its modular design enables firms to implement specific solutions while maintaining a cohesive vision for long-term development.
localhost:10008/’s new offering will initially be rolled out with five key modules that cover every aspect of the firm’s operating system:
- Strategic Alignment – Establishing a shared vision and priorities across the leadership team.
- Operational Excellence – Streamlining processes and maximizing technology to enhance scalability and efficiency.
- Client Experience Optimization – Elevating every touchpoint to increase client satisfaction and retention.
- Revenue Growth Engine – Building feedback systems to drive predictable service that is scalable and drives organic growth.
- Leadership Development – Equipping leaders with tools to inspire and manage high-performing teams.
“Deliver Advice is more than a framework—it’s a growth philosophy,” said Mirabella. “By addressing the unique challenges of RIAs, we’re helping firms move beyond generic solutions to a model that’s actionable and impactful.”
Reinforcing localhost:10008/’s Industry Leadership
This announcement comes on the heels of localhost:10008/’s continued expansion under CEO Kelly Waltrich’s vision to transcend traditional marketing boundaries and create a comprehensive growth engine for its fintech and financial services clients. With Lambert’s and Mirabella’s expertise in operational infrastructure and RIA solutions, localhost:10008/ remains unmatched in its ability to deliver integrated strategies that connect marketing, communications, sales, client experience, and operations.
“To achieve meaningful growth, RIAs need a partner who can both envision the future and design the steps to get there,” said Waltrich. “Deliver Advice is the embodiment of that approach, and with Randy and Jason at the helm, I couldn’t be more excited about the impact we’ll create together.”
To learn more about Deliver Advice, join Randy Lambert and Jason Mirabella for a live webinar on Thursday, February 20 at 2 PM ET. Click here to register.
As a HubSpot Solutions Partner, the Platinum tiered finserv and fintech marketing agency will play a contributing role in shaping the future of the platform.
PHILADELPHIA, September 2024–(BUSINESS WIRE)–localhost:10008/, the growth engine design consultancy firm transforming the way finserv and fintech companies go-to-market, has been chosen from the financial services industry to join the exclusive 2024 cohort of the HubSpot Partner Advisory Council (PAC), a global forum of HubSpot Partners directly influencing the program’s direction.
For growing businesses, managing the entire go-to-market strategy across marketing, sales, and customer service can be complex. HubSpot simplifies this process for over 200,000 customers globally, with a strong solutions partner network playing a big role in their success.
“Being one of the key financial services marketing agencies on the PAC is a tremendous honor,” said Kelly Waltrich, Co-founder & CEO, localhost:10008/. “This distinction reflects our deep understanding of the landscape and our ability to translate that knowledge into effective HubSpot implementations for our clients. Ultimately, we’ll have a hand in shaping the future of inbound marketing by elevating the needs of the industry directly to HubSpot’s leadership.”
localhost:10008/’s inclusion in the PAC signifies their proven expertise within the HubSpot ecosystem, as well as their success delivering results for their clients. Offering everything from HubSpot expertise to brand and website development to digital and content marketing, localhost:10008/ caters to a broad spectrum of fintech and finserv companies, including growth-stage startups and established firms. Their clients value innovative thinking and a collaborative partnership to help them achieve ambitious growth goals.
“Not only has localhost:10008/ showcased the HubSpot expertise required to successfully serve our joint clients by tiering to Platinum, but they have also emerged as leaders by being selected to join the 2024 Partner Advisory Council – a group made up of ‘expert solutions partners [tasked to help] shape the solutions partner program,” said Angela O’Dowd, VP, Solutions Partner Program at HubSpot.
To learn more about how localhost:10008/ helps fintech and financial services clients implement and maximize the impact of their HubSpot instances, click here.
