One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values over generations. Mike Wallberg, CFA, speaks with Kim Curtis, CFA, CEO of Wealth Legacy Institute, Inc. and best-selling author, about the genogram technique to help advisors better understand a client’s family dynamics that can lead to more productive wealth management planning and deeper client relationships. Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships

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Important Announcement: Guiding Assets is becoming the Enterprising Investor Podcast

In this episode of Guiding Assets, host Mike Wallberg, CFA, interviews Dr. Daniel Peris, CFA, a senior portfolio manager with Federated Hermes. Dr. Peris discusses his new book, "The Ownership Dividend," and the paradigm shift he sees in how U.S. investors think about dividend stocks. He explains that for generations, investors have considered it normal to focus on capital gains and overlook the importance of dividends. Drawing on his background as a historian, Dr. Peris provides a unique perspective on the significance of dividends in investment strategies.

Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships

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