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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. While anyone under 40 is eligible, professionals in client facing roles tend to get the most out of the YPN experience.
Monthly Onboarding Calls
If you are new to YPN, join one of our monthly onboarding calls to get briefed on FWA and YPN benefits.
June 17th, 1 pm CT
July 22nd, 1 pm CT
On-Demand Content
Becoming a Business Developer
ft. Philip Palaveev, The G2 Institute
Learning as a Springboard for Building Client Rapport
ft. Dr. Kirby Rosplock, Tamarind Learning
Psychological Foundations of Client Trust
ft. Dr. Charles Eckhart, Cathexis Group
Leading Multigenerational Family Meetings
ft. Dr. Richard Orlando, Legacy Capital