Olah Network: Olah Member
by Olah Network
Monthly webinars, Tea-Time Tuesdays and a referral network for professionals serving private clients
+1 more
Olah Network is a professional community for people who support private clients across care, law, finance, housing, health, safety and family services. It was created to break down professional silos, so a client's needs do not stop at the edge of one discipline.
This membership is for professionals such as daily money managers, financial planners, estate attorneys, care managers, death doulas and CPAs. Members meet on Tea-Time Tuesdays, an office-hour style session for collaboration and problem-solving, and use dedicated spaces to ask questions, request referrals and celebrate wins. Each month adds one professional webinar and one AI webinar, with courses and a resource library to revisit. Membership is billed monthly.
Outcomes
- Find trusted partners outside your own field
- Make better referrals for your clients
- Stay current on AI in your practice
- Solve client problems with peer input
- Work across disciplines with more confidence
What's included?
Core Sessions
One professional webinar and one AI webinar each month. Webinars are live and interactive with time for Q&A, and select sessions are also available as recordings or course-style content.
Tea-Time Tuesdays
An office-hour style session where professionals collaborate, share insights, discuss real-world scenarios and work through problems with peers.
Additional Speakers
Additional speakers and outside presentations added through the month, so programming goes beyond the two monthly core sessions.
Professional and AI Courses
Courses in professional and AI topics that members can work through on their own time, alongside the live webinars.
Resource Library
A library holding all resources from the Core Sessions and AI webinars, alongside templates, guides, checklists and worksheets members can reuse.
Network Spaces
Three member spaces: the Referral Hub for requesting and offering referrals, Wins and Celebrations, and Inside the Network for ongoing conversation.
Who is this for?
- Daily money managers, financial planners and CPAs who serve private clients
- Estate attorneys, care managers and death doulas who need cross-disciplinary partners
- Solo practitioners and firm professionals who want referrals and peer input
- Early-career or transitioning professionals who want to learn alongside experienced peers
About the creator
Olah Network
The professional network for whole-client support
Olah Network was created to close the gap between professionals and the individuals and families who need holistic, coordinated care. It brings together professionals across care, law, finance, housing, health, safety and family services who support...