Relationship Intelligence System - Venn Advisory - Advanced marketing for top financial advisors.

Relationship Intelligence System™

We recognized something that’s rather obvious, but equally profound: our clients don’t want marketing, they want the right relationships.

It seems simple enough on the surface, but the implications are significant. When we learned this, it actually created a crystallizing moment in our business and we haven’t looked back. Through some rapid prototyping and experimentation we developed, and then went on to hone, a system for generating more of the right relationships our clients craved. The result is the Relationship Intelligence System™.

How does it work? There are four elements to any relationship. Sometimes the different elements happen so fast that it’s hard to even notice them, but they’re there. We’ve designed our unique process around these four elements and systematized the approach to applying them meaningfully and deliberately.

Element	Unique Process	Actions
Discover: Any lasting relationship is based on the discovery or recognition of two things: who we are, and who the other party is.	The Distinction Identifier™	Personal brand identification Niche market identification Core message identification
Calibrate: Relationships then begin evolving as we learn about the other party and understand how best to interact with them.	The Relationship Impact Advantage™	20 second story development Business naming Voice Print Interview™ Corporate Identity
Activate: The relationship begins when we start to consciously and intentionally generate interactions with the other party that are designed to move them closer to us.	The Relationship Activation System™	Marketing plan and calendar Critical path and Gantt chart Message sequencing All marketing channels (print, web, introduction systems, email marketing, newsletters, events, drip marketing, and hundreds of others)
Elevate: Creating relationships is often easier than continuing them. The Elevate phase focuses on regular review to ensure relationship growth.	The Elevation Matrix™	Annual plan review Ongoing metrics when Venn Advisory activates the marketing

Throughout the process, we apply methods to draw out deep authenticity to ensure that a genuine message is conveyed – people can tell when it’s fake. To do this we leverage all kinds of approaches including extensive interviews, neuro-linguistic programming based calibration, sub-conscious focused communication, brain science, applied psychology, coaching methodologies and more. Our goal is to deliver a clean, accurate representation of you and your firm in a way that is compelling and interesting.

There comes a point in your firm’s marketing where going to one more golf tournament simply won’t let you elevate to the market or the level of production you’re after. When you reach that point, it’s time to apply a Relationship Intelligence System™, not just meet more people.