Learning Center

Answering Tough Client Questions

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Discover valuable insights into how advisors can use an integrated framework of scripts, stories, sketches and supplements to increase the effectiveness of their communication with clients. Specifically, how each part of the framework plays a vital role in determining how best to reach the target audience with the intended message, as well as how to use these different methods in combination when answering tough client questions.

  • Understand how a communication framework that uses an integrated process of scripts, stories, sketches and supplements can increase the level of receptivity from clients
  • Learn how to approach tough client questions with a systematic approach designed to increase comprehension and simplify the exchange of information
  • Apply communication mediums to the different human learning styles of auditory, visual, tactile, and kinesthetic

Jake DeKinder, CFA®

Head of Client Communications & Vice President, Dimensional Fund Advisors

As Head of Client Communications, Jake DeKinder helps develop the messaging and communication strategy for Dimensional’s Global Client Group. In this role, he interacts closely with clients to understand their needs and challenges and best align the resources of Dimensional to produce content and materials that will support clients in their business. Prior to joining Dimensional, Jake owned and operated a restaurant franchise near Atlanta, Georgia. 

A CFA® charterholder, Jake earned his MBA and MPA from the McCombs School of Business at the University of Texas at Austin and his BBA from the Goizueta Business School at Emory University.


Answering Tough Client Questions
Open to view video.
Open to view video.
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available