If You Could with Matt & Taryn

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 “...

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...

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...

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...

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 insig...

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 i...

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...

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 4...

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 a...

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. Follow Matt on LinkedIn  he...

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 be...

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...

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. Follow Matt...

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. Follow Matt on LinkedIn here F...

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.