Claim OwnershipIf You Could with Matt & Taryn
Subscribed: 13Played: 142
Subscribe
Description
If You Could with Matt & Taryn is a biweekly podcast designed to spark real conversations and share authentic stories from leaders and changemakers across the financial industry and beyond. Hosted by LPL Financial’s Matt Enyedi, Chief Client Officer, and Taryn Huget, Senior Vice President, each episode dives into timely topics and expert perspectives, leaving you with actionable insights to elevate your business. Whether you're looking for a fresh take or thoughtful conversation, If You Could is your resource for navigating the world of finance and wealth management.
28 Episodes
Reverse
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 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.
Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!
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. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.
Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.”Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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.Follow Matt on LinkedIn here!
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.Follow Matt on LinkedIn here!
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! Whether you binged every episode or just tuned in for one or two, we want your take on Season 1. What worked? And what’s missing? Take this one-minute survey to shape what’s next! go.lpl.com/ifyoucouldFollow Matt on LinkedIn here!
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.Follow Matt on LinkedIn here!
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.Follow Matt on LinkedIn here!
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.Follow Matt on LinkedIn here!
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.Follow Matt on LinkedIn here!
Comments
Download from Google Play
Download from App Store
United States