Building Trust

Storytelling Lessons from DreamWorks: How to Build Trust and Win Clients

Thursday

2:00 PM ET

11:00 AM PT

DreamWorks Animation co-founder and CEO Jeffrey Katzenberg joins Vise co-founder Samir Vasavada to discuss the role of storytelling in building businesses, from media and technology companies to financial advisor practices. 

In this virtual fireside-style chat, Katzenberg and Vasavada explore:

• How storytelling can drive business growth, in Hollywood and in wealth management
• The role of storytelling in building trust with clients and partners
• Tips for financial advisors on applying storytelling to their practices
•  How emerging digital tools are crucial for disrupting legacy industries like wealth management

Katzenberg, formerly chairman of Walt Disney Studios, produced the hit franchises Shrek, Madagascar, and Kung Fu Panda, and has launched multiple technology companies and media properties. 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

PRESENTER

Jeffrey Katzenberg

Founder, Managing Partner
WndrCo 

PRESENTER

Samir Vasavada

Co-Founder and Chief Executive Officer
Vise