If You Could with Matt & Taryn

The votes are in, but the real story is just beginning. Following a historic midterm election, Washington is entering a new era of divided priorities, shifting political power and potentially significant policy change. Kendra Isaacson and Charlie Schreiber, two Washington policy strategists representing different sides of the aisle, go beyond the election results to unpack what comes next. From the lame duck session to the growing debate over data centers and what a looming Social Security deadline could force Congress to do. They also explore a bigger shift beneath the headlines: whether voters are becoming less tied to party labels and more focused on the issues affecting their everyday lives.

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

Nobody throws a party for day 730. But for a CEO, it might be the most important milestone of all. Two years—or 730 days—ago, Rich Steinmeier stepped into the role of CEO at LPL Financial. In this episode of If You Could, he joins Matt and Taryn to reflect on what it takes to turn bold ambition into lasting change. From the leadership lessons that have shaped him, to why being judicious matters as much as being ambitious, and how LPL is building an “execution edge” designed to make change more sustainable. The conversation also looks ahead at AI, how technology could elevate the role of financial advisors rather than diminish it, and why pursuing greatness requires more than simply protecting against what could go wrong.

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

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!