Aneri Jambusaria, LPL Group Managing Director, Wealth Management, joins 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!
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20:39
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20:39
Money with Meaning: How Zhang Financial Lives and Leads with Philanthropy
This week, we turn our sights east to Kalamazoo, Michigan, for a conversation that's all about building something meaningful. Lynn Zhang, CEO of Zhang Financial, joins the show to share how philanthropy isn’t just a personal passion—it’s the cornerstone of their business model. From transforming Kalamazoo through cultural and educational investments to guiding clients on how to give with maximum impact, Lynn shares the journey of creating a thriving family business where intuition met systems, formal education, and an unwavering commitment to clients and the community.Follow Matt on LinkedIn here!
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24:26
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24:26
The Hidden Risk of Playing it Safe
What if the biggest risk in your business is doing exactly what’s always worked? In this special on-location episode, Matt and Taryn sit down with entrepreneur and author Josh Linkner to explore the power of creativity and innovation, even in highly regulated industries like financial services. From "micro-innovations" to the myth of perfection, Josh shares actionable ways to rethink risk, unlock hidden potential in your team, and start making meaningful change without blowing up what’s working.Follow Matt on LinkedIn here!
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20:07
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20:07
Bold Yet Believable Brand Building
What does it take to not just build a brand but also take it to the next level – all at the same time? In this episode, celebrating the launch of LPL's first-ever nationwide brand campaign, Matt and Taryn catch up with two of the minds behind the magic: LPL's Chief Marketing & Communications Officer, Christa Carone, and creative partner Zambezi's CEO, Jean Freeman. They discuss why, after nearly 40 years, LPL is investing in its brand, finding your creative voice, "solving" versus "selling, never accepting "no” and the steps to take to get to what’s next, no matter the age or stage of your business.Follow Matt on LinkedIn here!
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25:17
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25:17
Humanizing Your Practice Using AI
On this episode of If You Could, Matt and Taryn chat with Mike Crews, CEO of North Texas Wealth Management and AI superuser. Mike shares how AI has not only accelerated his business growth and scalability but also deepened his client relationships. He offers valuable insights for those hesitant about adopting new technology, showing how AI can enhance empathy and personal connection in financial advising.
If You Could with Matt Enyedi is the podcast that dares to ask: What if you could unlock the potential to transform your practice, your mindset, and the financial future of your clients? Hosted by Matt Enyedi, Managing Director of Client Success at LPL Financial, this biweekly podcast explores bold ideas, breakthrough strategies, and untold stories from the most innovative minds in and beyond the financial world. Each episode will challenge you to imagine what’s possible and equip you with the tools to make it happen. If you could… what would you achieve? Tune in every other Thursday and find out.
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