WealthGenius

Creating a trusting and productive relationship is one of the greatest accomplishments by seasoned advisors. In today’s fast paced environment, consumers have little patience for probing questions and elaborate methods to help their prospective wealth advisor understand their specific motivations. ddk Genius Group helps advisors by greatly simplifying and accelerating the process of discovering clients’ subconscious preferences.

WealthGenius is our flagship customer model in the wealth advisory vertical. Our patented process uncovers the specific messages that clients are specially tuned to, but positive and negative. That kind of insight allows advisors to communicate most effectively, shortening the process of getting to know someone, and providing an experience clients value highly.

Let ddk Genius Group and WealthGenius help you gain simple yet elegant insights that will set you aside as that special breed of advisor who just “seems to get it”.

How genius works