Advertise on podcast: If You Could with Matt & Taryn

One of the biggest myths in advisor growth? That it always requires more—more clients, more complexity, more time. In this episode, Kraleigh Woodford returns to share why that’s not the case, with insights from LPL's latest Advisor Growth Study. The findings challenge some of the industry's biggest assumptions: growth isn't driven by working longer hours, chasing more prospects, or relying on the markets. Instead, the biggest opportunities for growth may already be sitting inside your existing client base.   Kraleigh also dives into the next wave of capabilities supporting advisor growth. Leveraging a range of tools from the Advisor Growth Index to the dynamic, agentic technology of Cyan Growth, advisors can spend less time hunting for opportunities and more time acting on them. If you're looking to grow faster, create more control in your business, and understand where the industry is headed next, this episode is packed with practical insights you can put to work immediately. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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 where they can go wrong, from manipulation risks to consumers mistaking speculation for long-term wealth building. It's a candid look at a fast-moving trend advisors can't afford to ignore. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!

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, they tackle some of the biggest questions facing advisors today: How do you prevent AI hallucinations? What does responsible AI really look like? And in a future where technology can do more than ever, what will make human expertise indispensable? From cutting-edge technological innovation to practical business implementation, this conversation offers essential insights into navigating the future of AI in wealth management. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Want to dive deeper into the themes discussed in this episode? Explore LPL Research's Midyear Outlook, weekly market commentary, and the latest insights at: https://www.lpl.com/research.html Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here! For more LPL Research on IPOs in 2026, click here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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. Follow Matt on LinkedIn here! Follow Taryn on LinkedIn here!

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!