If You Could with Matt & Taryn

Prediction markets are exploding in popularity. But the real story isn't what people are betting on. It's what they're betting against. In this episode, Matt and Taryn talk with LPL Financial's Chief Wealth Officer, Aneri Jambusaria, about prediction markets versus investing and gambling, and why they're catching on with younger generations. The conversation covers what these markets get right and...

The technology is ready. Are we?   In this episode of If You Could , Greg Gates, Chief Product and Technology Officer at LPL Financial, and Peter Nolan, Head of Asset and Wealth Management at Anthropic, join Matt and Taryn to unpack the groundbreaking launch of Cyan, LPL's new AI agent, and to explore the rise of agentic AI and what it means for the future of financial advice. Along the way,...

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...

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 inve...

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 g...

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...

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...

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, rev...

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 o...

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...

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...

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 co...

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-ye...

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 br...

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 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 p...

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...

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...

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 do...

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. Disco...

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...

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 expan...

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 loom...

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 ho...

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...

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 dow...