Young Professionals Network: Self-Leadership in Complex Systems

As an emerging leader in the family wealth industry, you operate at the intersection of three distinct relationship systems: your firm, your clients, and the wider advisory community. When your team faces interpersonal issues, client expectations don’t align with outcomes, or a competitor secures the prospect you’ve been courting for months, you may feel rattled. The good news: a grounded response to emotional turbulence will set you apart from your peers and define your professional presence.

If you are currently navigating a complex situation and require strategic guidance, we encourage you to bring it to this session. This interactive 90-minute workshop presents a framework for staying grounded under pressure, enabling clear thinking, intentional action, and sustained connection with the individuals and relationships most integral to your professional responsibilities.

During this session facilitated by Thomasina Williams of Sankofa Legacy Advisors, you will:

• Identify the four predictable patterns people default to under stress — often without realizing it.
• Conduct a self-assessment to see your own automatic reactions more clearly.

• Begin building a personal practice plan for managing yourself in charged situations, so you can better serve your clients and represent your firm.

You’ll gain a fresh perspective on your impact, develop a framework to use in real-life scenarios, and create a personal leadership plan focusing on the thing you can control – yourself.

Speaker:

Thomasina Williams
Founder & Principal Consultant
Sankofa Legacy Advisors

Please reach out to Emily Gorz at emily.gorz@fwalliance.com with questions about the Alliance Young Professionals Network.