State of the Union with Joe McLaughlin

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. 

What is Speaking of Quality?

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.