In today’s data-driven world, information is everywhere. What truly sets CPAs 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.

Data alone doesn’t inspire action; stories do. Jake 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 be diving deep into “The Power of Personal Storytelling” at the MACPA’s 40th annual Personal Financial Planning Conference on Oct. 28, where he’ll dive deeper into how financial professionals can transform data into stories that stick.

Our job isn't just about communicating numbers; it’s about helping people see the meaning in their money. Jake shows us the way. Listen to our conversation in its entirety.

Resources

• Visit Dimensional Fund Advisors.
• Follow Dimensional Fund Advisors on LinkedIn | YouTube
• Follow Jake DeKinder on LinkedIn.
• Read: Making Numbers Count: The Art and Science of Communicating Numbers, by Chip Heath and Karla Starr
• Read: Stories That Stick: How Storytelling Can Captivate Customers, Influence Audiences, and Transform Your Business, by Kindra Hall
• Read: Supercommunicators: How to Unlock the Secret Language of Connection, by Charles Duhigg
• Read: The Power of Moments: Why Certain Experiences Have Extraordinary Impact, by Chip and Dan Heath

Don't miss our 40th annual PFP Conference
Are you ready to gain insights that will shape the future of financial planning? Join us on Oct. 28 for a transformative day filled with cutting-edge knowledge and invaluable networking opportunities. Get details and register here.