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PODCAST

Speaking of Quality

Hank Smith and Haverford Trust

The Haverford Trust Company and Hank Smith, Director and Head of Investment Strategy, are nationally recognized investment managers committed to informing and inspiring people to build better financial futures for themselves and their families. In his chats, guests ranging from leaders and educators to entrepreneurs and public figures share stories from their careers and insights on topics that impact financial wellness.

business investing

All Episodes

6:53

2026 State of the Union with Joe McLaughlin

Speaking of Quality ·

2026/01/15

In this episode of Speaking of Quality, Hank Smith welcomes Joe McLaughlin, Chairman and CEO of The Haverford Trust Company, to share his State of the Union message. Joe reflects on Haverford Trust’s successes in 2025, including growth in wealth planning, client experience enhancements, and technological advancements. He also provides a look at where Haverford is headed in 2026.

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37:29

2026 Outlook: Predictions for Economic and Market Trends

Speaking of Quality ·

2026/01/15

In this episode of Speaking of Quality, Hank Smith and a panel of experts from The Haverford Trust Company dig into Haverford Trust’s 2026 Outlook, unpacking key economic and market events from 2025 and looking ahead to what listeners can expect in 2026. Hank is joined by Haverford Trust’s Vice President & Director of Fixed Income John Donaldson, Vice President & Director of Global Strategies Maxine Cuffe, and Vice President & Director of Research Halie O’Shea for an engaging

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27:07

Navigating Change: Key Insights from Season 5

Speaking of Quality ·

2025/12/26

On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 5 of Speaking of Quality and recount some of their favorite moments. They share valuable lessons learned throughout the season about navigating change and the future of the economy.

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32:59

Philanthropic Advising: Helping Nonprofits Achieve...

Speaking of Quality ·

2025/12/02

On this episode of Speaking of Quality, Hank Smith is joined by Rosemary DiRita, Vice President and Philanthropic Advisor at Haverford Trust. In their conversation, Rosemary and Hank discuss the challenges nonprofits face today, creative structures for giving, and the role of a philanthropic advisor. During the Planning in Practice segment, Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, shares how investors and their families can start having conversations

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52:43

Fiscal Policy and The Fed: A Peek Behind the Curtain

Speaking of Quality ·

2025/11/12

On this episode of Speaking of Quality, Hank Smith is joined by Loretta Mester, member of The Haverford Trust Company’s Board of Directors and former President and Chief Executive Officer of the Federal Reserve Bank of Cleveland. In their conversation, Loretta and Hank discuss fiscal policy, lessons from previous economic crises, and the current economic outlook. During the Planning in Practice segment, Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, dives

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41:18

AIM Academy: The Intersection of Business and Education

Speaking of Quality ·

2025/10/31

On this episode of Speaking of Quality, Hank Smith is joined by Pat Roberts and Nancy Blair, co-founders of AIM Academy and the AIM Institute for Learning and Research. In their conversation, Pat, Nancy and Hank discuss overcoming entrepreneurial challenges, planning for the future, and the importance of literacy and diverse methods of learning.

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45:38

Fueling Success through Teamwork and Positivity with...

Speaking of Quality ·

2025/10/16

On this episode of Speaking of Quality, Hank Smith is joined by Joyce Abbott, a distinguished, award-winning, retired Philadelphia School District educator, author, public figure, and namesake of the popular ABC TV series called Abbott Elementary. In their conversation, Joyce and Hank discuss the power of teamwork, her philosophy for teaching, and the importance of learning about financial literacy and civics at an early age.

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37:13

Global Perspectives: International Business and the...

Speaking of Quality ·

2025/10/02

On this episode of Speaking of Quality, Hank Smith is joined by Lauren Swartz, President and CEO, World Affairs Council of Philadelphia. In their conversation, Lauren and Hank discuss the value of global perspectives, the power of communication in international business, and the role of geopolitics in both the local and global economy.

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38:37

Financial Literacy: Navigating Our Relationship with...

Speaking of Quality ·

2025/09/17

On this episode of Speaking of Quality, Hank Smith is joined by Carly Meyer Bentley, CEO & Founder, The Freckled Strawberry, Inc. Carly and Hank have an important conversation about financial independence and resilience, the role family values play in our relationships with money, and the importance of financial literacy. During the Planning in Practice segment, Bryan Tracy is joined by Gina Parissi, Senior Wealth Planner at Haverford Trust, to discuss strategies for families to have

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3:40

Welcome to Season 5 of Speaking of Quality

Speaking of Quality ·

2025/08/20

Welcome to Speaking of Quality: Wealth Management Insights with Hank Smith, a podcast by The Haverford Trust Company. In this episode, Hank Smith, Director and Head of Investment Strategy at Haverford Trust, kicks off Season 5 of the podcast and unveils this season’s theme “Navigating Change: Key Decisions Driving the Future of the Economy.” Hank also introduces a new segment of the podcast called “Planning in Practice” that will take listeners deeper into the wealth planning lessons shared

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30:07

Economic Drivers of Today: Closing Thoughts on Season 4

Speaking of Quality ·

2025/04/30

On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 4 of Speaking of Quality and share some of their favorite moments. They review the economic outlook for the year and share valuable lessons learned throughout the season about key economic drivers.

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31:10

The Ins and Outs of Medicare

Speaking of Quality ·

2025/04/16

On this episode of Speaking of Quality, Hank Smith is joined by Diane Duda, as a PA MEDI Medicare counselor with 40 years of experience in the insurance industry. In their conversation, Diane tells Hank about PA MEDI’s mission and its work to educate consumers about Medicare and the options available on the market. Diane also discusses how Medicare is funded, the premium structures for Part A and Part B, the differences of Medicare Advantage, and the benefits of Medicare Supplement

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30:18

The Value of Arts & Culture in Economies and Communities

Speaking of Quality ·

2025/04/02

On this episode of Speaking of Quality, Hank Smith is joined by Joan Roebuck-Carter, Senior Vice President of Institutional Advancement at the Mann Center for Performing Arts. In their conversation, Joan shares how she landed in Philadelphia’s arts & culture scene, the importance of fundraising, and the impact arts institutions have in the community and the economy. Hank and Joan also touch on how the Mann Center for Performing Arts overcame challenges during the pandemic and its

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26:27

From the Football Field to the Backyard: Real Estate...

Speaking of Quality ·

2025/03/19

On this episode of Speaking of Quality, Hank Smith is joined by Brent Celek, former Philadelphia Eagles tight end and Super Bowl LII Champion, and owner and operator of Brent Celek Real Estate. In this engaging conversation, Hank and Brent explore the changing real estate market in Philadelphia and the pros and cons of investing in real estate. They also dive into Brent’s football career and the lessons he learned during his time in the locker room.

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30:02

Wealth Planning: Building a Confident Financial Future

Speaking of Quality ·

2025/03/06

On this episode of Speaking of Quality, Hank Smith welcomes Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, and Gina Parissi, Senior Wealth Planner at Haverford Trust. Bryan and Gina lead an insightful conversation around the importance of wealth planning, what it entails, and the role of advisors in helping individuals and families establish a wealth plan. They also share Haverford Trust’s approach to wealth planning and the benefits that proactive wealth

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32:57

Small Business, Big Impact: Entrepreneurship and the...

Speaking of Quality ·

2025/02/12

On this episode of Speaking of Quality, Hank Smith is joined by Kim Wright, owner of five franchise locations of Nothing Bundt Cakes and co-founder of Wright Commissioning. Hank and Kim discuss the role of small businesses and franchises in the U.S. economy, the challenges faced by entrepreneurs during and after the pandemic, and Kim’s experience as a female business owner and operator.

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9:34

State of the Union with Joe McLaughlin

Speaking of Quality ·

2025/01/29

In this episode of Speaking of Quality, Hank Smith welcomes Joe McLaughlin, Chairman and CEO of the Haverford Trust Company, to share his State of the Union message. Joe reflects on successes at Haverford Trust in 2024, including growth in wealth planning, investment in nonprofit services, and adoption of new technologies. He also provides a look ahead at what’s to come in 2025.

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44:23

2025 Outlook: Uncovering Economic and Market Trends

Speaking of Quality ·

2025/01/15

In this episode of Speaking of Quality, Hank Smith and a panel of experts from The Haverford Trust Company dig into Haverford Trust’s 2025 Outlook, unpacking economic and market trends from 2024 and looking ahead to what listeners can expect in 2025. Hank is joined by Haverford Trust’s President Keith Aleardi, Vice President & Director of Global Strategies Maxine Cuffe, Chief Investment Officer Tim Hoyle, and Vice President & Director of Fixed Income John Donaldson for a dynamic

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25:45

Faces of Philadelphia: Closing Thoughts on Season 3

Speaking of Quality ·

2024/12/04

In this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President and Director of Global Strategies at The Haverford Trust Company, to close out Season 3 by looking back at the insightful conversations with guests who have made their mark in the fabric of Philadelphia. The two talk about inspiring stories and key lessons learned, how Philadelphia has evolved over the years, and the importance of continued learning and growth. Episode Summary [01:33] Larry Kane’s

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29:40

Leadership and Legacy: Upholding America's Founding...

Speaking of Quality ·

2024/11/20

In this episode of Speaking of Quality, Hank Smith is joined by Jeff McFadden, CEO of the Union League of Philadelphia, to discuss the club's history, growth, and ongoing challenges. Jeff shares insights into the Union League's origins during the Civil War, its transformation into a premier social club, and the importance of philanthropy and civic education today. The two talk about how the club has navigated adversity, while maintaining a focus on long-term growth and talent retention. The

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43 results

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