Trends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors

Jake DeKinder is the head of Client Communication at Dimensional Fund Advisors, where he oversees a broad range of initiatives designed to foster deeper connections with clients. His role encompasses managing conferences, webcasts, industry events, study groups, and communities, ensuring these interactions are both impactful and aligned with client needs. Jake transitioned into this role after years on the sales team, recognizing the need for more structured communication efforts. He leads a team dedicated to integrating direct feedback from advisors into their offerings. Under his leadership, Dimensional’s virtual engagements have thrived, especially during the COVID-19 pandemic.

Featured Resources 

• Jake DeKinder on LinkedIn

• Dimensional Fund Advisors on Twitter

• Dimensional.com

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Tune in now as we chat with Jake about how to create exceptional client experiences while adapting to trending changes, the power of client referrals, and the challenges that come along with growth as the advisory landscape evolves.