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?

Haverford Trust and Hank Smith are nationally recognized investment leaders committed to informing and inspiring people to build better financial futures for their families. In his chats with authors, influencers and industry experts, Hank helps bring a sense of clarity and calm to the complexity and stress of personal finance. Topics range from quality investing, retirement resilience, market trends and behavioral psychology.