Skip to Main Content

Young Professionals Network

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

 

Leading Multigenerational Family Meetings

May 14th 
1 -2:30 pm CT


Register

 

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.

May 20th, 1 pm CT

June 17th, 1 pm CT

July 22nd, 1 pm CT

 

 

Let's Connect on LinkedIn !

Join the YPN LinkedIn group and connect with fellow YPs.

Get Connected

 

<>>