Speaking of Quality

Collective Voices of Philadelphia Leadership

Hank Smith and Haverford Trust — Wed, 22 Apr 2026 11:57:58 -0400

On this special edition of Speaking of Quality, Hank Smith shares a table with members of the Philadelphia Business Journal’s Power 100, an esteemed group of changemakers powering the future of Philadelphia through a blend of business acumen, civic engagement, and community impact. From healthcare to tourism to philanthropy, Hank’s guests dive into the importance of cross-sector collaboration, innovation, and the skills that will power the next generation of Philadelphia’s leaders.

[01:30] Outlook and Optimism for Philadelphia

[06:28] Challenges and Growth Opportunities

[10:22] Post-COVID Impact and Return to Work

[14:23] Community Involvement and Philanthropy

[21:06] Critical Skills for the Next Generation

[23:27] Mentorship

[25:28] Defining Philadelphia’s Future in a Few Words

Featuring:
Leslie Smallwood-Lewis, Mosaic Partners
Mike Bowman, Valley Forge Tourism
Kevin Mahoney, Penn Medicine
Rev. Dr. Lorina Marshall-Blake, Independence Blue Cross Foundation

How to Navigate the Modern Workplace

Hank Smith and Haverford Trust — Wed, 25 Mar 2026 08:30:00 -0400

In this episode of Speaking of Quality, Hank Smith welcomes Ana Welsh, workplace dynamics strategist, leadership coach, speaker and lecturer at The Wharton School. Hank and Ana discuss the skills that are indispensable for today’s workforce, bridging the generational gap in the office, and learning leadership.

For the Phans: Lessons from a Philly Mascot

Hank Smith and Haverford Trust — Wed, 11 Mar 2026 08:30:00 -0400

In this episode of Speaking of Quality, Hank Smith welcomes Tom Burgoyne, entertainer, author, public speaker, and best known as the Phillie Phanatic’s “best friend.” Hank and Tom discuss leading with love, finding your passion – and, of course, their shared love for Philly sports and the Phillie Phanatic.

Trust, Quality, and the Psychology Behind What We Buy

Hank Smith and Haverford Trust — Wed, 25 Feb 2026 08:30:00 -0500

In this episode of Speaking of Quality, Hank Smith welcomes Dr. Americus Reed, the Whitney M. Young Jr. Professor of Marketing at the University of Pennsylvania's Wharton School. Hank and Dr. Reed have an in-depth conversation about the intersection of marketing, brand identity and the economy.

Hanging Out with Philly’s Master Brewer Tom Kehoe

Hank Smith and Haverford Trust — Wed, 11 Feb 2026 06:00:00 -0500

In this episode of Speaking of Quality, Hank Smith welcomes Tom Kehoe, Founder and President of Yards Brewing Company. Hank and Tom discuss lessons in entrepreneurship, navigating market changes and new competition, and using your brand to build community.

2026 Policy Outlook and Market Implications

Hank Smith and Haverford Trust — Tue, 27 Jan 2026 10:33:15 -0500

In this episode of Speaking of Quality, Hank Smith passes the microphone to his colleague, Tim Hoyle, Haverford’s Chief Investment Officer. Tim chats with Dan Clifton, Partner and Head of Washington Policy Research for Strategas Securities, to discuss what government policies investors should keep an eye out for in 2026 and how these developments may impact the economy and financial markets.

2026 State of the Union with Joe McLaughlin

Hank Smith and Haverford Trust — Thu, 15 Jan 2026 13:15:00 -0500

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.

2026 Outlook: Predictions for Economic and Market Trends

Hank Smith and Haverford Trust — Thu, 15 Jan 2026 13:10:01 -0500

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 conversation that touches on the impacts of the AI revolution, anticipated changes from the Fed, and the potential influence of tariffs and geo-politics.

Navigating Change: Key Insights from Season 5

Hank Smith and Haverford Trust — Fri, 26 Dec 2025 06:00:00 -0500

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.

Philanthropic Advising: Helping Nonprofits Achieve their Missions

Hank Smith and Haverford Trust — Tue, 02 Dec 2025 06:00:00 -0500

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 about and planning for charitable giving.

Fiscal Policy and The Fed: A Peek Behind the Curtain

Hank Smith and Haverford Trust — Wed, 12 Nov 2025 06:00:00 -0500

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 into how economic policy impacts individual financial goals and objectives.

AIM Academy: The Intersection of Business and Education

Hank Smith and Haverford Trust — Fri, 31 Oct 2025 06:00:00 -0400

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.

Fueling Success through Teamwork and Positivity with Joyce Abbott

Hank Smith and Haverford Trust — Thu, 16 Oct 2025 06:00:00 -0400

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.

Global Perspectives: International Business and the Economy

Hank Smith and Haverford Trust — Thu, 02 Oct 2025 06:00:00 -0400

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.

Financial Literacy: Navigating Our Relationship with Money

Hank Smith and Haverford Trust — Wed, 17 Sep 2025 06:00:00 -0400

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 open conversations around their financial health and plans.

Welcome to Season 5 of Speaking of Quality

Hank Smith and Haverford Trust — Wed, 20 Aug 2025 06:00:00 -0400

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 during discussions with guests.

Throughout the season, Hank will chat with a tremendous lineup of guests including Philadelphia icons, nonprofit leaders, and entrepreneurs who will share their own stories of navigating change. Tune in to Speaking of Quality wherever you listen to podcasts and subscribe to hear from our exciting line-up of guests.

Economic Drivers of Today: Closing Thoughts on Season 4

Hank Smith and Haverford Trust — Wed, 30 Apr 2025 11:15:27 -0400

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.

The Ins and Outs of Medicare

Hank Smith and Haverford Trust — Wed, 16 Apr 2025 06:00:00 -0400

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 Insurance.

The Value of Arts & Culture in Economies and Communities

Hank Smith and Haverford Trust — Wed, 02 Apr 2025 06:00:00 -0400

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 community engagement and education initiatives.

From the Football Field to the Backyard: Real Estate Investment with Brent Celek

Hank Smith and Haverford Trust — Wed, 19 Mar 2025 10:39:54 -0400

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.

Wealth Planning: Building a Confident Financial Future

Hank Smith and Haverford Trust — Thu, 06 Mar 2025 06:00:00 -0500

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 planning can provide now and into the future.

Small Business, Big Impact: Entrepreneurship and the Economy

Hank Smith and Haverford Trust — Wed, 12 Feb 2025 05:00:00 -0500

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.

State of the Union with Joe McLaughlin

Hank Smith and Haverford Trust — Wed, 29 Jan 2025 05:00:00 -0500

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.

2025 Outlook: Uncovering Economic and Market Trends

Hank Smith and Haverford Trust — Wed, 15 Jan 2025 09:52:57 -0500

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 conversation that touches on the impacts of the AI revolution, anticipated changes in government regulation, and trends in consumer spending.

Faces of Philadelphia: Closing Thoughts on Season 3

Hank Smith and Haverford Trust — Wed, 04 Dec 2024 05:00:00 -0500

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 Conversations with World Leaders
[03:31] Nisiar Smith and Philly Phinancial Literacy Week
[05:30] Maureen Tomoschuk and CVIM
[07:11] Brian Tierney and the Future of Philadelphia
[08:44] Jeff McFadden and the Union Leage
[13:29] Farah Jimenez and the Philadelphia Education Fund
[15:41] Being a Part of Philadelphia’s Business Community

Leadership and Legacy: Upholding America's Founding Civic Values Today

Hank Smith and Haverford Trust — Wed, 20 Nov 2024 05:00:00 -0500

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 conversation also highlights the launch of Founding Forward, a nonprofit dedicated to enhancing civic education across the U.S.

[01:38] History of the Union League
[06:37] Impacts of COVID-19 and Inflation
[10:34] Importance of Growth and Retention
[19:46] Importance of Philanthropy and Starting the Founding Forward Organization

Knowledge Is Power: The Importance of Educational Pathways and Continuous Learning

Hank Smith and Haverford Trust — Wed, 06 Nov 2024 05:00:00 -0500

Hank Smith is joined by Farah Jimenez, President and CEO of the Philadelphia Education Fund (PFF), on this insightful and educational episode of Speaking of Quality. Hank and Farah discuss how her parents’ immigration from Cuba shaped her career, the importance of creating educational pathways, and how to foster an ecosystem of success. Tune in to hear all of these stories and more, including how PEF is helping shape the lives of so many young, aspiring students across Philadelphia.

[02:38] Passion for Serving the Community
[07:25] Leading the Philadelphia Education Fund
[10:18] Importance of Trade Schools and Education
[13:33] Funding the Philadelphia Education Fund
[18:54] Farah’s Proudest Accomplishment
[25:17] Deciphering Facts vs. Fiction in the News

Leadership: Knowing When to Get in the Pool with Brian Tierney

Hank Smith and Haverford Trust — Wed, 23 Oct 2024 05:00:00 -0400

On this episode of Speaking of Quality, Hank Smith is joined by Brian Tierney, Chief Executive Officer of Brian Communications and RealTime Media, former part owner of The Philadelphia Inquirer, and longtime marketing and public relations executive. Hank and Brian dive into Brian’s career in politics, specifically his time spent with the Reagan Administration, his transition into the world of marketing, and his one piece of advice when it comes to ensuring success in any endeavor.

Throughout the episode, Hank and Brian talk about career transitions, the impact of philanthropic work, the importance of surrounding yourself with good people, and why sometimes you just need to “get into the pool.”

[01:36] Early Career in Politics
[03:35] Transitioning to Marketing and Public Relations
[06:56] The Newspaper Industry Today / Buying the Philadelphia Inquirer and Philadelphia Daily News
[11:24] Navigating the News in Today’s Climate
[16:19] Lessons from Brian’s Parents
[22:52] Importance of ‘Getting into the Pool’

Leading with Compassion: Why Access to High-Quality Healthcare is Essential to Community Growth

Hank Smith and Haverford Trust — Wed, 09 Oct 2024 05:00:00 -0400

Hank Smith sits down with Maureen Tomoschuk, President and CEO of Community Volunteers in Medicine, on this episode of Speaking of Quality. CVIM is an incredible organization that provides uninsured working people with low incomes in Chester County with access to high quality healthcare. Maureen’s extensive work within CVIM and the healthcare industry spans more than 35 years, and her dedication to philanthropy and community-based care is unmatched.

Throughout the episode, Hank and Maureen discuss CVIM’s mission and why high-class, quality healthcare is integral to a healthy, strong, and successful community.

[01:57] Pursuing a Career in Healthcare
[02:38] Experience with American Red Cross
[05:34] Joining Community Volunteers in Medicine (CVIM)
[10:37] CVIM’s Growth and Success
[17:31] The Importance of Fundraising
[20:20] Impact of COVID-19
[27:51] How to Support CVIM and their Mission

Empowering the City of Brotherly Love Through Financial Literacy with Nisiar Smith

Hank Smith and Haverford Trust — Wed, 25 Sep 2024 05:00:00 -0400

Hank Smith is joined by Nisiar Smith, Founder and Chairman of Philly Phinancial Literacy Week Inc., on this episode of Speaking of Quality. Nisiar’s journey in finance has been as inspiring as it is impactful. His passion for empowering underserved communities led him to found Philly Phinancial Literacy Week, a nonprofit organization dedicated to connecting financial education and economic resources to create opportunities for financial independence.

Throughout this episode, Nisiar and Hank chat about Nisiar’s career journey and his unmatched dedication to making financial literacy not only accessible to all, but also life-changing for those willing to listen and learn.

[01:57] Journey into the World of Finance
[09:17] Importance and Impact of Goal Setting
[12:01] Origins of Philly Phinancial Week
[19:00] Financial Stress Statistics
[22:34] The Future of Philly Phinancial Week

Going Beyond the Headlines with Broadcast Legend Larry Kane – Part 2

Hank Smith and Haverford Trust — Thu, 12 Sep 2024 05:00:00 -0400

Hank Smith continues his candid conversation with Philadelphia legend, Larry Kane, to dive deeper into the importance of philanthropy in the United States and the significance of local elections.

Throughout the second half of Hank and Larry’s discussion, Larry shares stories about his 40+ years of community involvement with impactful organizations, including the Delaware Valley Multiple Sclerosis Society, the National Multiple Sclerosis Society, the National Adoption Center, and more.

Episode Summary

[02:29] The Impact of Giving Back to the Community
[06:36] Role of the Mayor
[08:37] Larry’s Experience with Political Conventions
[11:26] Larry’s First Book

Going Beyond the Headlines with Broadcast Legend Larry Kane – Part 1

Hank Smith and Haverford Trust — Wed, 11 Sep 2024 05:00:00 -0400

Hank Smith is joined by Emmy-award-winning broadcaster, television news anchor, journalist and author, Larry Kane, on this story-packed episode of Speaking of Quality. Larry, often referred to as the “dean of Philadelphia television news anchors,” spent more than 55 years in Philadelphia broadcasting. His career has taken him to groundbreaking world affairs, political conventions, iconic sporting events. He’s even been a “groupie” of one of the most famous bands in history, The Beatles.

Throughout this episode, Hank and Larry dive into some of the most defining moments of his career, and the incredible interviews and stories that shaped history both in Philadelphia and beyond.

Episode Summary
[01:36] Larry’s Journey to Philadelphia
[03:18] Traveling with The Beatles
[08:44] Coining an Iconic Phrase for Action News
[17:01] Memorable Interview with Gerald Ford
[19:22] Preparing for an Interview
[24:10] The Changing News Cycle

Season 3 Preview: Faces of Philadelphia

Hank Smith and Haverford Trust — Wed, 28 Aug 2024 05:00:00 -0400

Hank Smith kicks off Season 3 of “Speaking of Quality – Wealth Management Insights”! This season, Hank will take listeners on a remarkable journey through Philadelphia, engaging with some of the city’s most influential leaders. Each episode will uncover their personal journeys, invaluable insights, and the lessons they’ve learned along the way.

From behind-the-scenes stories to profound wisdom, guests will share their unique perspectives on leadership, resilience, and the intersection of wealth management and personal growth. Join Hank as he explores how these distinguished Philadelphians have navigated their paths to success and discover how their experiences can shape your own journey.

Speaking of Quality ... Looking Back at Season 2

Hank Smith and Haverford Trust — Wed, 15 May 2024 05:00:00 -0400

Hank Smith and Maxine Cuffe come together to close out another story-packed and insight-driven season of Speaking of Quality. Throughout the episode, Hank and Maxine reflect on some of the most interesting stories, impactful lessons, and unforgettable moments that shaped Season 2.

From small business owners to CEOs to journalists to NFL legends, this season was chock full of advice, tips and stories that will resonate with anyone listening.

Insights & Outlooks: Navigating Economic Terrain with Ed Boehne

Hank Smith and Haverford Trust — Wed, 01 May 2024 05:00:00 -0400

Hank Smith is joined by dear friend and longtime colleague, Ed Boehne, on an insight-driven episode of Speaking of Quality. Ed, Former President and CEO of the Federal Reserve Bank of Philadelphia and Haverford’s Senior Economic Advisor and Director, talks to Hank about his journey and rise to leadership at the Fed, the complexities of economic policy, and how effective listening can lead to impactful leadership.

Throughout this episode, Hank and Ed dive into some of the most defining moments of his career, from challenging economic landscapes to pivotal policy decisions. This conversation is packed with lessons on strategic decision-making as the two colleagues cover everything from crisis management to long-term policy planning.

Success Under Pressure: Leadership, Business, and Life Lessons from the Turf to the Terroir

Hank Smith and Haverford Trust — Wed, 17 Apr 2024 05:00:00 -0400

Hank Smith welcomes the legendary Dick Vermeil to another story-packed episode of Speaking of Quality. The NFL and local legend, Hall of Famer, and business owner chats with Hank about the keys to effective leadership, the magic of gut instinct, and the importance of chemistry – both on and off of the football field.

Throughout this invigorating episode, Dick and Hank share stories about overcoming obstacles, changing challenges into opportunities, and motivating the people around you to achieve things bigger than themselves.

Civic Literacy: Igniting Change and Fostering an Engaged and Educated Community

Hank Smith and Haverford Trust — Thu, 04 Apr 2024 05:00:00 -0400

Lauren Cristella, CEO of Committee of 70, joins host Hank Smith for another exciting episode of Speaking of Quality. Lauren, a passionate advocate for active citizenship and dedicated leader in Philadelphia, chats with Hank about the future of the historic 120-year-old nonprofit, the critical role civic literacy plays in building a better future for Pennsylvanians, and strategies for policymakers and organizations to enhance literacy on a broader scale.

Throughout the episode, Lauren and Hank discuss how individuals can become more engaged with public policy and share actionable advice for affecting change in the community.

Episode Summary
[01:40] About Committee of 70
[10:52] Civic Literacy and Education in Pennsylvania
[15:51] Voter Fraud and Election Results
[16:56] Future of Committee of 70 and Politics in Pennsylvania
[18:42] Funding and Support
[21:20] Civic Responsibility and Affecting Change
[23:56] Impactful Books

From Print to Podcast: Unraveling the Past, Present, and Future of Financial News with Chuck Jaffe

Hank Smith and Haverford Trust — Thu, 22 Feb 2024 05:00:00 -0500

Hank Smith is back for another episode of Speaking of Quality: Wealth Management Insights. In this episode, he reconnects with seasoned podcast host and influential journalist, Chuck Jaffe. With nearly 30 years of experience as a financial journalist, Chuck brings a unique perspective when it comes to the complexities of the financial world.

Throughout this dynamic episode, Hank and Chuck explore Chuck’s career journey, including his work as both a financial and sports journalist. The two also dive into Chuck’s experience as a published author and why he thinks everyone – young and old – should read Poor Charlie’s Almanack.

[0:00] Introduction
[2:06] Chuck discusses his career journey, drawing parallels between business and sports journalism.
[9:43] Hank and Chuck highlight the advantages of podcasts, stressing the importance of diverse investment opinions and fostering constructive disagreement in the financial community.
[14:06] Chuck describes his experience of being a published author and his surprising lack of affinity for writing books.
[21:12] Hank and Chuck talk long-term investing, emphasizing the significance of personal relationships with fund managers in navigating market conditions.
[30:13] Hank and Chuck explore money management, discussing Johnny Carson’s impactful speech at Harvard University and why Chuck believes it’s one of the most impactful speeches he’s ever heard.

Leadership and Healthcare Excellence: Insights from Madeline Bell, CEO of Children's Hospital of Philadelphia

Hank Smith and Haverford Trust — Wed, 07 Feb 2024 05:00:00 -0500

Join host Hank Smith on this episode of Speaking of Quality: Wealth Management Insights as he sits down with Madeline Bell, President & CEO of the Children’s Hospital of Philadelphia and winner of the prestigious 2023 William Penn Award.

Hank and Madeline delve into Madeline’s journey from front-line pediatric nurse to CEO at one of the top-ranked children’s hospitals in the United States. The two chat about the importance of connecting, engaging and forming meaningful relationships with the patients and families that walk through the doors at CHOP, and what it takes to inspire and lead more than 24,000 employees, while maintaining growth and success within a $4.1 billion hospital and research institute.

[0:00] Introduction
[1:53] Madeline Bell, CEO of Children's Hospital of Philadelphia, discusses her journey from pediatric nurse to leadership roles within the organization, emphasizing the importance of saying yes to new opportunities and developing future leaders.
[2:45] Leadership development, succession planning and outreach at a CHOP.
[6:26] Philanthropy, research, and community outreach at Children's Hospital of Philadelphia.
[10:00] Madeline discusses innovations at Children's Hospital of Philadelphia.
[11:08] How the Children's Hospital of Philadelphia is investing in outpatient and inpatient services to meet the needs of the surrounding community.
[20:15] Madeline Bell shares inspiring stories of cancer patients at CHOP.

Reading Between the Lines: Technology, Books, and the Art of Legacy-Building

Hank Smith and Haverford Trust — Wed, 24 Jan 2024 05:00:00 -0500

In the second episode of Speaking of Quality: Wealth Management Insights, your host Hank Smith travels to Wellington Square Bookshop in Exton, Pennsylvania to chat with founder and owner, Sam Hankin.

Hank and Sam discuss Sam’s journey from lawyer to bookstore owner, his affinity for using his business to brighten the community, and the most important insights and learnings from the more than 1,000 author interviews he’s conducted for his Avid Reader Show podcast.

Episode Summary
[0:00] Introduction
[1:32] Wellington Square Bookshop origin and evolution into a business.
[2:13] Passion for reading, preference for physical books, and community-focused operations.
[3:54] Impact of COVID-19 on author interviews, technology's role in the bookstore, and remote work
[7:30] COVID-19 impact, benefits, and drawbacks of remote work.
[11:39] Sam’s desire to leave a diverse genre bookstore legacy and book recommendations.
[16:27] Emphasis on reading books closely before author interviews.

Haverford 2024 Annual Outlook

Hank Smith and Haverford Trust — Wed, 10 Jan 2024 05:00:00 -0500

Welcome to the Season 2 kickoff of "Speaking of Quality: Wealth Management Insights with Hank Smith”, a podcast by the Haverford Trust Company.

In this episode, Hank is joined by colleagues and industry leaders, including Haverford Trust Chairman & CEO Joe McLaughlin, Chief Investment Officer Tim Hoyle,and Vice President & Director of Fixed Income John Donaldson.

Joe McLaughlin shares the State of the Union for The Haverford Trust Company heading into the new year. From there, the panelists take a deep dive into the twists and turns of the 2023 economy and the emerging economic landscape. Our experts discuss the deviation from the predicted recession, analyze market dynamics, and examine fiscal policies and government spending. They also offer a lens into consumer behavior and inflation trends as we embrace a “normal” 2024.

Episode Summary
[00:00] Introduction of Panel
[2:00] The Client-Centric Paradigm: Navigating Towards Future Prosperity
[6:45] Economic Fortitude and Swift Federal Actions
[10:41] Interest Rates, Market Trends, and Economic Forecasts
[19:23] Market Precision: Strategies Beyond the Pandemic
[24:55] Economic Models, Politics, and Market Volatility
[30:09] Closing Thoughts

Looking back at Season 1 of Speaking of Quality: Wealth Management Insights with Hank Smith

Hank Smith and Haverford Trust — Wed, 26 Jul 2023 05:00:00 -0400

In the final episode of "Speaking of Quality: Wealth Management Insights," Hank Smith and Maxine Cuffe reflect on highlights and key takeaways from the season. The pair explore Annie Duke’s concept of strategic quitting, Bob Pisani’s perspective on wealth advisors and index investing, the benefits of donor-advised funds shared by Rebecca Moffett, Eileen Chambers’ insights on culture and collaboration, and Jay Wright’s lessons on team building.

Stay tuned for our upcoming season featuring Chuck Jaffe, Dan Clifton, and more. Be sure to listen to past episodes and make sure to subscribe for future episodes. Stay Bullish.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.

Episode Summary
[2:16] Host Hank Smith and his co-host Maxine Cuffe discuss Annie Duke’s appearance on Speaking of Quality. The pair focus on the power of knowing when to call it quits and the importance of recognizing when to walk away.

[5:14] The conversation shifts to the Bob Pisani interview, the significance of having a trusted advisor in wealth management, and the viability of index investing as an investment approach.

[7:53] The hosts delve into Rebecca Moffett’s episode, the shift towards unrestricted giving, and the impact of the pandemic on charitable contributions.

[11:10] The pair explore the career evolution of guest Eileen Chambers and her approach to difficult markets.

[16:06] Key takeaways from the conversation with former Villanova Wildcats men’s basketball coach Jay Wright are discussed, including effective recruitment practices and teamwork.

[21:12] The episode concludes with a teaser for Season 2.

Succession Planning and Leadership Lessons from the Court: An Interview with Jay Wright

Hank Smith and Haverford Trust — Wed, 12 Jul 2023 05:00:00 -0400

In the penultimate episode of the season, we have the privilege of speaking with Jay Wright, the former head coach of the Villanova Wildcats and a CBS sports analyst. Jay's remarkable career in college basketball includes two national championships, eight Big East regular-season titles, and a gold medal as an assistant coach for the U.S. Olympic men's basketball team. Join us as we explore Jay's coaching philosophy and the valuable lessons we can apply to wealth management.

We delve into the intricacies of succession planning, uncovering how Jay meticulously prepared for his retirement from Villanova and offering advice to business leaders who are just beginning to consider this critical process. We also explore Jay's approach to evaluating progress and performance, learning how he measures the success of his succession plan and the metrics he uses to ensure its effectiveness. Additionally, we uncover his strategies for identifying and nurturing talent, retaining top performers, and maintaining a strong organizational culture. This episode provides a unique perspective on leadership, talent development, and the importance of balancing continuity with fresh ideas.

Tune in as we gain insights from Jay's experiences and delve into the intersection of coaching, leadership, and wealth management. Prepare to be inspired and equipped with valuable insights that can be applied to various aspects of life and business.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/

Episode Summary

[3:02] How success begets success and how it transcends athletics at Villanova

[5:07] Reflecting on Jay Wright’s coaching career: The importance of culture and “buying in”

[10:25] Jay Wright’s tough decision to leave college basketball: Delving into the factors and challenges that led Jay Wright to make the difficult choice of leaving college basketball.

[12:45] The importance of succession planning in sports, business, and life: Examining the critical role of succession planning and its significance in various domains, including sports, business, and personal life.

[15:03] Recruiting true student-athletes: Discussing the value of recruiting student-athletes who align with the core values and culture of a program.

[19:54] Being a head professional coach vs. being a head college coach: Contrasting the roles and responsibilities of a head professional coach and a head college coach, highlighting the unique aspects of each position.

[22:09] Transition to college basketball analyst with CBS: Exploring Jay Wright's transition from coaching to his current role as a college basketball analyst with CBS and the insights gained from this experience.

Leading the Way: The Secret to Building a Quality Portfolio with Haverford Vice President Eileen Chambers

Hank Smith and Haverford Trust — Wed, 28 Jun 2023 05:00:00 -0400

Join host Hank Smith on this episode of Speaking of Quality: Wealth Management Insights as he chats with Eileen Chambers, Vice President and Portfolio Manager at Haverford Trust. With over three decades of experience in the financial services industry, Eileen boasts unique, firsthand knowledge and expertise when it comes to building and growing an investment portfolio.
During this episode, you will hear about balancing portfolios, assessing risk, and the value of knowing your investment goals and risk tolerance. Eileen also shares advice for aspiring professionals in the investment management field. Don't miss this engaging conversation packed with expertise and industry perspectives!

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/

Charitable Giving and You (Part 2)

Hank Smith and Haverford Trust — Wed, 14 Jun 2023 05:00:00 -0400

In the second and final part of the Charitable Giving & You series on Speaking of Quality: Wealth Management Insights, host Hank Smith continues the conversation on how donors can maximize their philanthropic impact. This time, he is joined by Eric Pryor, President and CEO, and Jane Allsopp, Chief Development Officer of Pennsylvania Academy of Fine Arts (PAFA). Hank asks Eric and Jane about the benefits of charitable giving for organizations like PAFA, the challenges they face in fundraising, and the types of donations they are seeing. Additionally, Jane provides insight on the organization's preference for restricted or unrestricted giving, and the importance of developing relationships with donors. The podcast concludes with a discussion on what's next for PAFA. Tune in for valuable insights on best practices for donors supporting a nonprofit.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/

Charitable Giving and You (Part 1)

Hank Smith and Haverford Trust — Wed, 31 May 2023 05:00:00 -0400

In this podcast, host Hank Smith, Director and Head of Investment Strategy at The Haverford Trust Company, speaks with Rebecca Moffett, President of Vanguard Charitable, about best practices for donors supporting a nonprofit. The episode provides insight on restricted versus unrestricted gifts, planned giving, donor relationships, and explores the benefits and differences of donor-advised funds (DAFs), community foundations, and private foundations. They also discuss how individuals can ensure that their charitable giving has the greatest impact, trends in charitable giving, and advancements in technology in the charitable giving space. This is the first part of a two-part series on charitable giving.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/

Beneath the Ticker Tape: Views From the Floor with Financial Journalist Bob Pisani

Hank Smith and Haverford Trust — Wed, 17 May 2023 05:00:00 -0400

In this episode of Speaking of Quality: Wealth Management Insights with Hank Smith by Haverford Trust, your host Hank Smith puts TV personality and financial journalist, Bob Pisani, in the interview seat. Bob, who has covered Wall Street and the stock market for over 30 years and currently serves as senior market correspondent at CNBC, has reported on many of the most famous financial news in the stock world and recently published a book about his experience called “Shut Up and Keep Talking.”

The episode covers a wide range of topics related to long-term market trends, including Bob's personal investment philosophy, the importance of a long-term investment mindset, and common mistakes that investors should avoid. Bob shares humorous stories about what it’s like to work at CNBC, how he gets the attention of famous guests and what he’s learned about the importance of discovering what motivates people when building compelling stories about finance.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.

All In: The Intersection of Poker and Investing with Annie Duke

Hank Smith and Haverford Trust — Wed, 03 May 2023 05:00:00 -0400

In this episode of Speaking of Quality: Wealth Management Insights with Hank Smith by Haverford Trust, your host Hank Smith sits down with Annie Duke, former professional poker player, World Series of Poker winner and an esteemed author and speaker on decision science.

Hank and Annie delve into the similarities of poker and investment management and the role that cognitive behavior plays in both. What can investors learn from poker? When should you walk away from an investment? What is a sound decision?

The same thinking Annie used to win at poker can be used when making investing decisions, including the need to understand overconfidence and confirmation bias to make better choices and how the desire for certainty is a dangerous strategy when it comes to reaching our goals. Annie highlights that people tend to blame losses on luck, fold their hand too late or pull out too early, and believe quitters are losers. This episode will prove to you why quitters are sometimes winners and what strategies will help you win more.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.

Welcome to Speaking of Quality

Hank Smith and Haverford Trust — Tue, 02 May 2023 05:00:00 -0400

Welcome to Speaking of Quality: Wealth Management Insights with Hank Smith, a podcast by The Haverford Trust Company. In this episode, Hank Smith, the Director and Head of Investment Strategy at Haverford Trust, introduces listeners to Haverford Quality Investing® and how it serves as the foundation for this podcast series . Hank also discusses the personalized approach Haverford Trust employs when helping individuals and families meet their financial goals. Join us as we explore the world of wealth management with a focus on clarity, calm, and a bit of fun.

Throughout the season, Hank will chat with authors, influencers, and wealth management experts as they share their experiences and insights on topics ranging from estate planning, retirement resilience, market trends, behavioral psychology, and much more. Tune in to Speaking of Quality wherever you listen to podcasts and subscribe to hear from our exciting line-up of guests.

To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/.