If You Could with Matt & Taryn
LPL Financial
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When AI learns to hack: What every advisor needs to know
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…
Reinventing Succession: How Marc Freedman Rewrote the Rules
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…
How to Win & Serve in Silicon Valley, the Epicenter of Competitive Wealth
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…
The Age of Uncertainty: Global Turmoil, the Markets, and the Path Ahead
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…
Managing Tax Drag Year‑Round: The Alpha You’re Looking For
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…
The New Age of Independence: What’s Next for Advisors
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.…
Replay: Tailored Advice for High-Net-Worth Clients
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…
Replay: Building a Sustainable Growth Strategy and Moving Your Business Beyond Market Returns
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…
The Operator’s Playbook: How Matt Audette Turns Discipline into Scalable Leadership
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…
Flip the Script: Your ‘Exit’ Doesn’t Have to Be the End
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…
Boutique Marries Scale: Commonwealth CEO Wayne Bloom on the Bold Move that changed wealth management
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:…
Building a Billion Dollar Business: Built for Good and Built to Last
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…
A Labor Crossroads: The Big AI Reckoning for the American Worker
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…
Beyond the Hype: How AI Is Rewriting the Global Economy & Financial Markets
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…
Building a Sustainable Growth Strategy and Moving Your Business Beyond Market Returns
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…
Every Drop Matters: The Justin Wren Story
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.…
The New Alts Equation: How the 60/40 portfolio is being replaced by 40/30/30
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…
Crypto: Fad, Future, or Financial Frontier?
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…
CEO Unplugged: LPL Financial’s Rich Steinmeier on Big Swings and Sharing the Joy (Part 2)
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…
CEO Unplugged: LPL Financial’s Rich Steinmeier on a Lifelong Pursuit of Greatness (Part 1)
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…
Frequently Asked Questions
If You Could with Matt & Taryn has published 34 episodes since February 2025, covering topics in Business, Entrepreneurship.
If You Could with Matt & Taryn is currently highly active with new episodes every 2 weeks. Average episode length is 22m.
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