If You Could with Matt & Taryn

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 guest Matt Weaver of Fremont Bank to unpack how he built a $500M advisory practice from scratch and what it takes to win in this fast-paced market. Matt shares what it really takes to win tech executives and business owners, why trust and judgment matter more than performance, and how leading with planning, tax strategy, and strong bank partnerships can drive sustainable growth in even the most competitive markets. Whether you’re targeting affluent clients or scaling your practice, this episode offers a behind-the-scenes look at what drives success at the highest levels.

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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.

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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.

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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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