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.

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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.

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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.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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