Transforming Data into Stories: How to Use the Matrix Book

Featuring Jake DeKinder, Head of Client Communications   |   Joel Hefner, Head of National Relationship Group

Transforming Data into Stories: How to Use the Matrix Book

Aug 21, 2025

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Dimensional’s Joel Hefner and Jake DeKinder present a 30-minute webcast on how to use the Matrix Book to effectively communicate with clients. They explain how to translate the data in the book into engaging stories that resonate with investors at different stages of their financial journey.

Download appendix slides from this webcast here.


Disclosures

This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.