If You Could with Matt & Taryn

One of our most talked-about leadership conversations is back! Catch up on one of our top episodes when Matt and Taryn welcomed LPL Financial CEO Rich Steinmeier for a candid, wide-ranging discussion on career pivots, personal growth, and what it takes to lead at the highest level. In Part 1 of this two-part conversation, Rich shares lessons from his unexpected career journey, reflects on stepping into the CEO role, and explains why pursuing greatness is about much more than achieving a title. Insightful, authentic, and surprisingly personal, this listener-favorite episode remains as relevant today as when it first aired. And don't forget to catch up on Part 2 of this conversation, also available wherever you listen to your podcasts, where Rich dives deeper into leadership, growth, and the experiences that have shaped his approach to success.

One of our most popular episodes of If You Could is back. As digital assets continue to evolve and attract investor attention, the conversation remains as relevant as ever. Last October, Kristian Kerr, Head of Macro Strategy at LPL Research, joined hosts Matt and Taryn to unpack the rapidly changing digital asset landscape. From early adoption and market trends to the broader implications for investors and advisors, Kristian shared insights on how this emerging space was shaping the financial conversation. Whether you're crypto-curious or a cautious skeptic, this popular episode offers valuable perspective on where digital assets may be headed next.

What’s driving the markets now—and what should advisors and investors be watching next? Marc Zabicki, Chief Investment Officer at LPL Research, joins Matt and Taryn to break down the biggest forces influencing markets and the economy today and unpack the key themes from LPL Research’s Midyear Outlook. Marc explores why AI is entering a new phase of scrutiny, how resource nationalism is reshaping global markets, what a new era at the Federal Reserve could mean for interest rates, and why investors should resist making portfolio decisions based on election headlines. Plus, Marc reveals a surprising "fifth pillar" both advisors and investors should be watching closely.

In a special role reversal, If You Could host Matt Enyedi steps into the guest seat as Taryn takes over the mic for an honest and inspiring conversation about leadership, curiosity, and what it means to champion the voice of the client. Drawing on more than two decades at LPL Financial, Matt reflects on an unexpected career journey that began with plans for medical school and ultimately led to his role as Chief Client Officer. Matt shares the lessons that have shaped his leadership philosophy and offers candid perspectives on AI, innovation, and why changing human behavior may be a bigger challenge than advancing technology. Whether you're a leader, advisor, or simply someone looking for inspiration, this episode offers valuable insights on building trust, empowering others, and finding meaning in the work that matters most.

In this special episode of If You Could, recorded at The PGA of America headquarters in Frisco, Texas, Matt and Taryn sit down with PGA of America CEO Terry Clark and LPL Chief Marketing Officer Christa Carone to explore a bold new partnership—and the bigger vision behind it. Terry shares his perspective on leading an organization into its next chapter, what it means to be “legacy forward,” and why the future of golf is being shaped far beyond the professional stage. From the rise of recreational play to the critical role PGA professionals play in communities across the country, this conversation dives into the momentum behind one of the fastest-growing sports today. Then, Christa pulls back the curtain on how LPL is thinking about brand, experience, and connection—bringing this partnership to life in a way that not only elevates awareness, but creates meaningful moments for advisors and those they serve. Together, they unpack the surprising parallels between golf professionals and financial advisors, the power of partnership to unlock growth, and what it really takes to build something bigger—on and off the course.

Mega-cap IPOs have officially blasted off—but is this a new frontier or a repeat of the dot-com bubble? In this episode of If You Could, Adam Turnquist, Chief Technical Strategist at LPL Research, joins hosts Matt and Taryn to unpack the frenzy surrounding the record-breaking SpaceX IPO and what to expect from upcoming tech giants like OpenAI and Anthropic. Adam breaks down how today's mature, revenue-generating companies differ from historical bubbles and explains the volatile dynamics of supply and demand during lockup expirations. Whether you're ready to invest or watching from the sidelines, this episode offers vital context on why patience is a virtue in this explosive new IPO market.

From the early days of “you’ve got mail” to today’s AI-powered cyberattacks, the digital world has evolved—and so have the risks. In this episode, we sit down with Chief Information Security Officer Renana Friedlich to unpack the new reality of cybersecurity: a fast-moving, high-stakes battleground where threats are more frequent, more sophisticated, and closer to home than ever before. What was once a concern for large enterprises is now a daily risk for businesses of every size—and even a single click can bring operations to a halt. With AI accelerating both attacks and defenses, the window between vulnerability and exploitation has shrunk from years to mere hours, raising the stakes for everyone. You’ll hear real-world stories of ransomware attacks, the emotional and financial impact of breaches, and why many organizations aren’t prepared for what’s coming next. But this isn’t about fear—it’s about action. We explore how layered defenses, smart habits, and the right partners can make all the difference in protecting your business, your clients, and your future.

What if succession wasn’t an ending—but your next growth move? When Marc Freedman came to LPL looking for a succession solution that didn’t yet exist, he didn’t just find one—he helped build it. As the first advisor to not just utilize but help co-create LPL’s Liquidity & Succession program, Marc turned a personal need into a path others can now follow. In this episode, Marc shares how selling his practice unlocked more freedom, impact, and opportunity than he expected. You’ll hear how he ensured a seamless transition for his clients, why stepping away from day-to-day operations expanded his influence, and how he redesigned his life to prioritize family, community, and mentorship—without stepping away from growth. A must listen for every advisor, even if you’re not ready to step away. Marc offers practical, hard-earned insights on timing the decision, understanding profitability, and building a succession strategy that benefits you, your clients, and your legacy.

Serving high-net-worth clients in Silicon Valley isn’t for the faint of heart—it’s one of the most competitive arenas in wealth management. Matt is joined by guest co-host Ken Hullings and special guest Matt Weaver of Fremont Bank to unpack how he built a $500M advisory practice from scratch and what it takes to win in this fast-paced market. Matt shares what it really takes to win tech executives and business owners, why trust and judgment matter more than performance, and how leading with planning, tax strategy, and strong bank partnerships can drive sustainable growth in even the most competitive markets. Whether you’re targeting affluent clients or scaling your practice, this episode offers a behind-the-scenes look at what drives success at the highest levels.

Markets have always lived with uncertainty—but today, it feels fundamentally different. Hosts Matt and Taryn sit down with Marc Zabicki, Chief Investment Officer and Head of LPL Research, to unpack what happens when policy—not fundamentals—becomes the dominant force shaping markets. From tariffs to the conflict in Iran, oil price shocks, and the rise of what Marc calls the “policy engine,” this conversation explores why headlines now move markets faster than data. The trio dive into whether tariffs still matter, how AI-driven productivity could offset inflation, and what prolonged geopolitical risk means for growth, earnings, and investor behavior. Plus, timely, practical advice for advisors and investors: how to stay disciplined, communicate effectively, and manage risk in a world where clarity can disappear overnight.

April 15th may be dreaded by most, but for advisors, it can be a powerful opportunity. In this episode of If You Could, Matt and Taryn are joined by Tara Popernik, EVP of Wealth Planning at LPL Financial, to break down why tax planning is one of the most underrated — and most differentiating — components of holistic wealth management. They unpack how advisors can reframe “tax day” from a once-a-year burden into a year-round value driver, helping clients focus on what really matters: after‑tax outcomes. Tara challenges conventional thinking around taxes, shares insights from recent legislative changes, and explains why agility and long-term perspective are essential in today’s planning.

Taryn and Matt return from hiatus to unpack the AI shockwaves rattling the wealth management industry and put them into the larger context of how this industry has continuously evolved over time. They sit down with Marc Cohen—LPL’s Head of Strategy and Chief Growth Officer—to explore the accelerating change across RIAs, IBDs, and W‑2 models and what it means for the future of independence. Marc breaks down what’s hype, what’s real, and how advisors can adapt as the pace of change across the industry continues to accelerate.

Last summer, Aneri Jambusaria, LPL Group Managing Director, Wealth Management, joined Matt and Taryn to discuss the strategy of attracting, retaining, and building lasting relationships with high-net-worth clients. Aneri dove into the three distinct personas of these investors, discussing some of the challenges and opportunities each may face as they pursue their own financial aspirations. With practical insights on facilitating proactive family wealth discussions, navigating the generational wealth transfer, and supporting surviving spouses, this episode provides an inside look at ways to successfully serve high-net-worth clients in today’s evolving landscape.

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. Back in November, Matt and Taryn sat down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh revealed how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance.

In this episode of If You Could, hosts Matt and Taryn sit down with Matt Audette, LPL’s President and CFO, to explore the unexpected mix of qualities and experiences that have shaped his leadership style. Stemming from his family’s military background and his early career days in banking, Matt adopted a mix of discipline, operational rigor, creativity, and dependability to quickly become known as someone who could always get the job done. Having served as LPL’s CFO for over 10 years, Matt unpacks some of the mystery behind what it means to be the CFO of a public company and the challenge of serving multiple stakeholders without compromising long‑term value. He also reflects on the distinct partnership between the CEO and President roles, and why separating strategy and execution is better not only for the business, but for the clients. This is a leadership masterclass in reliability, disciplined execution, and decision-making—a playbook every modern leader can steal.

"What if the final chapter of your business isn’t an ending at all—but the start of something bigger? In this episode of If You Could, Matt and Taryn sit down with Jeremy Holly, EVP of LPL Capital Partners, to unpack one of the most urgent questions facing advisors today: What’s next? From skyrocketing valuations and an aging advisor population to the rise of private‑equity buyers, Jeremy breaks down the forces reshaping succession, transition, and monetization across the industry. He shares what he learned in private equity, why so many advisors are rethinking their exit strategy, and how liquidity and succession solutions are transforming not only advisor businesses—but their legacies. Whether you’re planning your eventual transition or simply scaling for the future, this is the inside look every advisor needs."

In this episode of If You Could, hosts Matt and Taryn sit down with Wayne Bloom, CEO of Commonwealth, to unpack one of the most transformative moments in the wealth management industry: Commonwealth’s decision to join forces with LPL Financial. Wayne reflects on building a culture rooted in quality, community, and indispensability, and the pressures facing boutique firms in a scaling world. Discover how two industry powerhouses are blending boutique service with scale, why “unreasonable hospitality” matters, and the strategic considerations behind the acquisition and shaping the future beyond.

In this latest episode of If You Could, Matt and Taryn sit down with Julia Carlson, CEO of Financial Freedom Wealth Management Group, to explore her remarkable journey from financial advisor and “accidental business owner” to visionary entrepreneur. Julia shares candid insights on why hustle—essential early on—can become a trap, and how a life-altering event forced her to rethink success, embrace delegation, and empower her team. Listeners will learn Julia’s practical frameworks for sustainable growth, including her “hustle audit,” the art of firing yourself, and her 90-day planning system that keeps her business focused and agile. She also reveals key metrics for scaling responsibly, tips for building a strong culture, and her bold new mission: helping 1,000 entrepreneurs grow thriving businesses while collectively donating a billion dollars for good.

Is AI the ultimate job disruptor—or a catalyst for human potential? In this special follow-up AI episode, Matt and Taryn bring back LPL’s Chief Investment Officer, Marc Zabicki, to explore the seismic shifts AI is bringing to the labor market, the economy, and the future of work. From near-term job displacement to long-term opportunities, including the massive construction boom powering AI’s expansion, they tackle the big questions: Which careers will thrive? How should financial advisors adapt? And what skills will define success in an AI-driven world? Plus, Marc shares his advice for the next generation entering this brave new era. Tune in for insights that will change how you think about work, wealth, and what’s next.

In this episode of If You Could, hosts Matt and Taryn dive into one of the most transformative forces shaping our world today: artificial intelligence. Joined by returning guest Marc Zabicki, LPL’s Chief Investment Officer, the conversation explores how AI is not just a tech trend but a seismic economic shift. From the explosive growth of data center spending and its impact on U.S. GDP to the looming power supply bottleneck that could stall progress, Marc breaks down the opportunities and risks driving this AI-driven economy. He covers critical themes like the trillion-dollar buildout of infrastructure, the role of private credit in financing AI expansion, and the parallels—and differences—between today’s AI surge and the dot-com boom of the late ’90s. Packed with data, perspective, and forward-looking analysis, this episode is a must-listen for anyone navigating the intersection of technology, markets, and the future of work.

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. In this episode of If You Could, Matt and Taryn sit down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh reveals how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.

In this special episode of If You Could, hosts Matt and Taryn sit down with Justin Wren—former MMA fighter turned humanitarian—to explore what it means to live a life defined by serving others. Justin shares his journey of how fighting in the ring first saved his life, but fighting for the forgotten became his purpose. His nonprofit is dedicated to bringing clean water to forgotten communities in Africa, yet his story has an even wider reach. It’s one that may make us all reimagine what we’re capable of—or consider if there’s one small way to broaden our impact, because as Justin says, “every drop matters.”

Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology are reshaping the alts landscape. Cheri breaks down why the traditional 60/40 portfolio might be losing its edge and how diversification is being redefined in today’s correlated markets. Whether you're an advisor or investor, this conversation is packed with insights you won’t want to miss.

Digital assets have moved from niche to mainstream—but what does this mean for the world of finance? In this episode of If You Could, Kristian Kerr, Head of Macro Strategy at LPL Research, joins hosts Matt and Taryn to unpack the evolving digital landscape. From early adoption to emerging trends, Kristian shares insights on how this space is influencing the financial conversation. Whether you're “crypto-curious” or a cautious skeptic, this episode offers a fresh perspective on what’s next for digital assets.

In the conclusion of our conversation with LPL CEO Rich Steinmeier, Rich reflects on bold moves and joyful moments. With humor and honesty, he shares how strategy, vulnerability, and even music playlists play a role in leading with impact. Plus, a rapid-fire round of questions on surprises from the year and what fills his tank.

Season 2 of If You Could with Matt & Taryn kicks off with a powerful two-part conversation featuring LPL CEO Rich Steinmeier. From his early ambitions in the auto industry to the unexpected pivots that led to a career in wealth management, Rich shares the lessons he’s carried from the frat house to the corner office, and what it really feels like after a year in the CEO seat. He gets candid about navigating pressure and why “pursuing greatness” is more than an inspirational poster.

We’re bringing LPL’s Focus 2025 to you! Tune in now for a special episode recorded live onstage from our biggest conference of the year all about harnessing evolving platforms to deliver the latest in wealth and technology to your clients. Matt and Taryn are joined by Group Managing Director, Chief Technology & Information Officer Greg Gates and EVP, Chief Information Officer Kristie Edling-Day to discuss how new platforms like AI can give you an edge on the competition— and allow you to deliver your best to your clients.

As we wrap up Season One of If You Could, we're bringing back a fan favorite—Chief Investment Officer Marc Zabicki—for a timely check-in on the markets. Marc breaks down key trends, with an inside look at LPL Research’s expectations for the second half of 2025, and offers practical guidance to help advisors navigate those conversations with clients. Don’t miss this insightful discussion, plus an exciting announcement about what's to come!

Aneri Jambusaria, LPL Group Managing Director, Wealth Management, joins Matt and Taryn to discuss the strategy of attracting, retaining, and building lasting relationships with high-net-worth clients. Aneri dives into the three distinct personas of these investors, discussing some of the challenges and opportunities each may face as they pursue their own financial aspirations. With practical insights on facilitating proactive family wealth discussions, navigating the generational wealth transfer, and supporting surviving spouses, this episode provides an inside look at ways to successfully serve high-net-worth clients in today’s evolving landscape.

This week, we turn our sights east to Kalamazoo, Michigan, for a conversation that's all about building something meaningful. Lynn Zhang, CEO of Zhang Financial, joins the show to share how philanthropy isn’t just a personal passion—it’s the cornerstone of their business model. From transforming Kalamazoo through cultural and educational investments to guiding clients on how to give with maximum impact, Lynn shares the journey of creating a thriving family business where intuition met systems, formal education, and an unwavering commitment to clients and the community.

What if the biggest risk in your business is doing exactly what’s always worked? In this special on-location episode, Matt and Taryn sit down with entrepreneur and author Josh Linkner to explore the power of creativity and innovation, even in highly regulated industries like financial services. From "micro-innovations" to the myth of perfection, Josh shares actionable ways to rethink risk, unlock hidden potential in your team, and start making meaningful change without blowing up what’s working.

What does it take to not just build a brand but also take it to the next level – all at the same time? In this episode celebrating the launch of LPL's first-ever nationwide brand campaign, Matt and Taryn catch up with two of the minds behind the magic: LPL's Chief Marketing & Communications Officer, Christa Carone, and creative partner Zambezi's CEO, Jean Freeman. They discuss why, after nearly 40 years, LPL is investing in its brand, finding your creative voice, "solving" versus "selling, never accepting "no” and the steps to take to get to what’s next, no matter the age or stage of your business.

On this episode of If You Could, Matt and Taryn chat with Mike Crews, CEO of North Texas Wealth Management and AI superuser. Mike shares how AI has not only accelerated his business growth and scalability but also deepened his client relationships. He offers valuable insights for those hesitant about adopting new technology, showing how AI can enhance empathy and personal connection in financial advising.

On today's episode of If You Could, Matt chats with Paralympic triathlete, swimmer, and former U.S. Army Lieutenant Melissa Stockwell. Melissa talks about her journey from Iraq to the Paralympics, and how small efforts can propel us to successful end results. She reflects on her Paralympic wins, her current work, and how one of her darkest days became her defining day.

In this special episode, Matt and LPL's Chief Investment Officer, Marc Zabicki discuss the current state of financial markets amidst rising tariffs and economic uncertainty. They get into the implications of tariff policies, potential policy responses from the Federal Reserve, and strategies for advisors to navigate these challenging times. Tune in to learn more about inflation dynamics, market behavior and why sometimes being boring is best.

In this episode, Matt sits down with Anh Tran to explore the importance of finding balance and leading a holistically successful life. From starting out as a lawyer to redefining her career in financial planning, Anh shares how she built a purpose-driven team and embraced intentional long-term planning for herself and her business. She discusses her shift from work-life balance to true integration, the power of an accountability chart, and how her *Live Well, Do Good* approach is reshaping the way she serves her clients.

On today's episode of If You Could, Matt chats with LPL's Chief Advocacy Officer, Tom Gannon. With 2025 now well underway, they discuss what changes financial advisors can expect from the Trump administration in the coming months. Tom reflects on the important role of advisors in navigating this new political landscape and highlights the critical impact of LPL's advocacy in Washington.

On the first episode of If You Could, power couple Erik Wahl and Tasha Moffitt explore the intersection of art and business and why we can't be afraid to fail. They share their own journey, which sounds a lot like the path of many financial advisors. Together, they unpack the balance between the dreamer and the doer and how cultivating openness fuels true innovation.

If You Could is the show that challenges financial advisors to think bigger and take action with insights from top experts inside and outside the financial industry. Every other Wednesday, Matt Enyedi and Taryn Huget sit down with an expert to equip you with fresh perspectives and the inspiration to turn “what if” into reality—subscribe now and start exploring what’s possible!

If You Could with Matt Enyedi explores bold ideas and strategies to transform your practice, mindset, and clients’ futures. If you could…what would you achieve? Tune in on Thursday, March 13th to discover what’s possible.