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. 

Ver todos los episodios