
ABOUT YPN
The Alliance Young Professionals Network (YPN) exists to connect Family Wealth Alliance member firms’ rising stars under 40. Through curated programming, we foster personal and professional growth and provide networking opportunities that equip the next generation of leaders to excel in the family wealth industry.
Our mission is to provide a platform for these professionals to develop essential skills in areas like leadership, communication, and emotional intelligence (EQ) while deepening their expertise in areas like client service and business development. By cultivating a collaborative, peer-led community, YPN supports its members as they shape a vibrant future for their firms, their clients, and their own careers.
You are here because we asked the leadership at your firm to nominate their rising stars, and they picked you! Congratulations and welcome to The Alliance Young Professionals Network.
Note: The variety of YPN members’ roles and firm attributes necessitates that programming and content focus on leadership, communication skills, and professional development as opposed to technical training. YPN members should be client-facing in some capacity to get the most value out of this content.
Latest
On-Demand Content
Workshop Recording: December 2023
Becoming a Business Developer
ft. Philip Palaveev, The G2 Institute
Workshop Recording: February 2024
Learning as a Springboard for Building Client Rapport
ft. Dr. Kirby Rosplock, Tamarind Learning
Workshop Resources: August 2024
How a Defined Vision Empowers Family Office Professionals
ft. Total Family Management
Sign up as a partner firm to access TotalFamily resources around vision and dynamics.
Check out the Family Book Club podcast for a way to connect with your own family or help your clients connect with theirs.
Workshop Recording: February 2025
Psychological Foundations of Client Trust
ft. Dr. Charles Eckhart, Cathexis Group
2025 Meetings
Psychological Foundations
of Client Trust
February 6th
1 -2:30 pm CT
Replay available
Building A Client Referral Culture through Storytelling
August 21st
1 -2:30 pm CT
Save the date
In-Person Workshop
TBA
October 27th
Chicago
Leveraging Centers of Influence
November 20th
1 -2:30 pm CT
Save the date
Monthly Onboarding Calls
If you are new to YPN, join a monthly network onboarding call to get briefed on FWA and YPN benefits.
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