Shownotes
In today’s data-driven world, information is everywhere, but what truly sets professionals apart is their ability to tell the story behind the numbers. In this episode of Future-Proof, we sit down with Jake DeKinder, Head of Client Communication at Dimensional Fund Advisors, to explore why storytelling may be the most essential skill CPAs can master.
Jake explains how data alone doesn’t inspire action; stories do. He shares his framework for effective communication, the Four S’s of Storytelling (scripts, stories, sketches, and supplements), and shows how authentic, human connection builds trust and meaning in client relationships.
Jake will also present at the MACPA’s 40th Annual Personal Financial Planning Conference on October 28, where he’ll dive deeper into how financial professionals can transform data into stories that stick.
It’s not just about communicating numbers; it’s about helping people see the meaning in their money.
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