Podcast: Speaking of Quality: Wealth Management Insights with Hank Smith
Season 5 Episode 0 Title: Welcome to Season 5 of Speaking of Quality

Maxine Cuffe 00:03
You’re listening to Speaking of Quality: Wealth Management Insights with Hank Smith. A podcast by The Haverford Trust Company. On Speaking of Quality, Hank chats with authors, influencers and wealth management experts to bring a sense of clarity and calm to the complexity and stress of personal finance. And now – here’s your host, Hank Smith.

Hank Smith 00:24
Hello, and welcome to Season 5 of “Speaking of Quality – Wealth Management Insights.” I’m your host, Hank Smith, Director and Head of Investment Strategy at The Haverford Trust Company.

On this podcast, I break down complex topics in the world of wealth management with special guests who bring their own expertise and timeless lessons that just might help you in your own financial journey. I’m excited to introduce the theme for Season 5, which is “Navigating Change: Key Decisions Driving the Future of the Economy.” The economy is a never-constant, always-evolving, living organism. Navigating change is a core component of a strong wealth management plan, and we’ll dig into some of the driving factors and how to adapt to them in engaging conversations this season.

We have a tremendous lineup of guests who will share their own stories of navigating change, including Lauren Swartz, President and CEO of the World Affairs Council of Philadelphia; Pat Roberts and Nancy Blair, Co-founders of AIM Academy and the AIM Institute for Learning & Research; and Joyce Abbott, retired educator, author, and the namesake of the award-winning television series Abbott Elementary; and so many more. I hope you’ll join us as we explore their journeys, insights, and the lessons they’ve learned along the way.

This season, we’re also introducing a new segment called “Planning in Practice” where we’ll take a pause during the guest interview to dig deeper into the topics being discussed and how they can inform smart, strategic wealth planning. You’ll leave each episode equipped with even more insights and tangible advice for your own wealth planning journey.

Subscribe to Speaking of Quality on your favorite podcast platform, and stay tuned for inspiring conversations that could shape your own journey. If you have any questions for these guests, email me at h smith at Haverford quality dot com, and we’ll try to incorporate them.

Maxine Cuffe 02:29
Thank you for listening to this episode of Speaking of Quality: Wealth Management Insights with Hank Smith. To hear future episodes of Speaking of Quality, please subscribe on Apple Podcasts, Spotify, Google Podcasts, or wherever you listen to podcasts. To learn more about The Haverford Trust Company, please visit www dot Haverford Quality dot com.

This podcast is provided as general commentary and market overview and should not be relied upon as research, a forecast or investment advice and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt an investment strategy. Any opinions expressed are as of the date this podcast was recorded and may change at any time and are the opinions of that commentator not Haverford’s. Any opinion or information provided are believed by Haverford to be reliable at the time of this podcast’s recording but are not necessarily all inclusive or guaranteed for accuracy. Before making any financial decisions, please consult with an investment professional.