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

Speaking of Quality

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.

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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.