Show Notes
In this episode, Bart is joined by Anne Maggisano, Vice President, Investment Counsellor at Burgundy Asset Management. Anne shares the story behind founding The Women of Burgundy—an initiative that has reached over 1,000 individuals and is dedicated to building a community that inspires women to make investing a priority and take a leadership role over their wealth. She reflects on the early spark that inspired the initiative, how she garnered support within the firm, and the ways it has grown over more than a decade into the impactful community it is today. More than just an initiative, The Women of Burgundy also became the place where Anne found her own authentic voice as a leader. Throughout the conversation, she offers candid insights on her journey and how tapping into her values became the foundation of her leadership.
Anne’s journey is rich with lessons for anyone wanting to create meaningful, lasting impact: from navigating the inevitable ebs and flows of support, to staying personally energized, to evolving your work to meet people where they are. The Women of Burgundy is a true inspiration and so is Anne’s story.
Learn more about The Women of Burgundy here: https://www.burgundyasset.com/women/ And find Anne's Sharing Our Stories speech here: https://www.burgundyasset.com/views-insights/sharing-our-stories/
Show Notes:
00:58 Welcoming Anne 02:06 What is the Women of Burgundy? 02:41 Her personal experience that kicked it off 03:59 The investment business doesn't speak to women very well 04:36 The reason why women have been less involved, historically 05:06 Over time, women have built wealth 05:55 Realization her women clients were not being as well served 06:14 When women lose their husband and have to take over wealth management 06:58 Story of her mother's experience 08:20 She brought this to Burgundy 08:34 What was the reaction like? 09:16 Wanted to ensure it was empowering and educational 09:49 Her manifesto that she pitched 11:21 Finding her own voice as a leader 11:47 It was hard! 12:40 It takes time for others to "get" what you're doing 13:41 The story of the very first event 14:34 Changing women’s and men’s roles around wealth 14:54 Not data, but lots of anecdotal experience 15:40 The milestones of The Women of Burgundy 16:22 Moving online with COVID 17:08 Launching the magazine to widen outreach 17:41 The summit 18:46 CIBC report: women will control $4 trillion by 2028 21:15 Longer lives, but not health spans 21:35 Families will have to care for the elderly 23:05 Talking about setbacks and challenges 23:21 When you're leading, take a long time 25:23 Leadership requires self-conviction 27:48 Advice for those starting a leadership journey 28:00 Make sure you're surrounded by supportive people 28:34 Having agency in your environment 29:58 The "How" evolves, but the "Why" stays consistent 31:07 You have to cultivate the support! 31:26 Examples of people coming around to support 34:07 The long game 34:33 The rocking chair test 35:57 Who do you want to be in that rocking chair? 37:01 Always stay true to your values 38:10 How to learn more about Anne & Burgundy 39:02 Last piece of advice 39:07 You're responsible for your own vision and future 40:05 Thank yous
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