Jul 21, 2026 · 46 min · 12 segments
What if the most important leadership moment of your career lasts only five minutes? Angela Burgess believes that meaningful change often begins with a single conversation. In this episode, she…
Angela BurgessGuest
Meredith BellHost
It's kind of shocking to me that these wealth advisors aren't bringing up this whole idea of philanthropy to their wealthy clients.
I think some of it's how we're raised, right? Like we're told you don't talk about sex, religion, or money publicly.
Those are the things your parents tell you never to talk to anyone about outside of your own immediate family.
I think with wealth managers, I don't want to give the impression that they're doing anything wrong.
Because of the environment of wealth management, because of compliance and regulation, which is great, they only have so much time with each client.
So if a wealth manager could spend six hours or seven hours with every client every time they saw them, there'd be plenty of time.
But just the way of the workday and all of the requirements that need to be met, it's just difficult to get a conversation about absolutely everything.
But where I'm really trying to go is within these nonprofits, we have 10 million nonprofits in the U.S., $10 million.
And if we could get people at those nonprofits more comfortable talking to their donors about money, well, guess what? The donors are also the clients of the wealth advisors.
The other big vision I have besides bridging the gap between these two is to really empower the individual.
If you have a wealth manager, if you have an insurance advisor, you have autonomy to lead that conversation.
You can go into your next planning session and say, I'm happy to answer any questions that you need to have answered.
It's kind of shocking to me that these wealth advisors aren't bringing up this whole idea of philanthropy to their wealthy clients.
I think some of it's how we're raised, right? Like we're told you don't talk about sex, religion, or money publicly.
Those are the things your parents tell you never to talk to anyone about outside of your own immediate family.
I think with wealth managers, I don't want to give the impression that they're doing anything wrong.
Because of the environment of wealth management, because of compliance and regulation, which is great, they only have so much time with each client.
So if a wealth manager could spend six hours or seven hours with every client every time they saw them, there'd be plenty of time.
But just the way of the workday and all of the requirements that need to be met, it's just difficult to get a conversation about absolutely everything.
But where I'm really trying to go is within these nonprofits, we have 10 million nonprofits in the U.S., $10 million.
And if we could get people at those nonprofits more comfortable talking to their donors about money, well, guess what? The donors are also the clients of the wealth advisors.
The other big vision I have besides bridging the gap between these two is to really empower the individual.
If you have a wealth manager, if you have an insurance advisor, you have autonomy to lead that conversation.
You can go into your next planning session and say, I'm happy to answer any questions that you need to have answered.
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