If You Could with Matt & Taryn

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.
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One of our most talked-about leadership conversations is back! Catch up on one of our top episodes when Matt and Taryn welcomed LPL Financial CEO Rich Steinmeier for a candid, wide-ranging discussion on career pivots, personal growth, and what it takes to lead at the highest level. In Part 1 of this two-part conversation, Rich shares lessons from his unexpected career journey, reflects on stepping into the CEO role, and explains why pursuing greatness is about much more than achieving a title. Insightful, authentic, and surprisingly personal, this listener-favorite episode remains as relevant today as when it first aired. And don't forget to catch up on Part 2 of this conversation, also available wherever you listen to your podcasts, where Rich dives deeper into leadership, growth, and the experiences that have shaped his approach to success.

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One of our most popular episodes of If You Could is back. As digital assets continue to evolve and attract investor attention, the conversation remains as relevant as ever. Last October, Kristian Kerr, Head of Macro Strategy at LPL Research, joined hosts Matt and Taryn to unpack the rapidly changing digital asset landscape. From early adoption and market trends to the broader implications for investors and advisors, Kristian shared insights on how this emerging space was shaping the financial conversation. Whether you're crypto-curious or a cautious skeptic, this popular episode offers valuable perspective on where digital assets may be headed next.

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What’s driving the markets now—and what should advisors and investors be watching next? Marc Zabicki, Chief Investment Officer at LPL Research, joins Matt and Taryn to break down the biggest forces influencing markets and the economy today and unpack the key themes from LPL Research’s Midyear Outlook. Marc explores why AI is entering a new phase of scrutiny, how resource nationalism is reshaping global markets, what a new era at the Federal Reserve could mean for interest rates, and why investors should resist making portfolio decisions based on election headlines. Plus, Marc reveals a surprising "fifth pillar" both advisors and investors should be watching closely.

Want to dive deeper into the themes discussed in this episode? Explore LPL Research's Midyear Outlook, weekly market commentary, and the latest insights at: https://www.lpl.com/research.html

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In a special role reversal, If You Could host Matt Enyedi steps into the guest seat as Taryn takes over the mic for an honest and inspiring conversation about leadership, curiosity, and what it means to champion the voice of the client. Drawing on more than two decades at LPL Financial, Matt reflects on an unexpected career journey that began with plans for medical school and ultimately led to his role as Chief Client Officer. Matt shares the lessons that have shaped his leadership philosophy and offers candid perspectives on AI, innovation, and why changing human behavior may be a bigger challenge than advancing technology.

Whether you're a leader, advisor, or simply someone looking for inspiration, this episode offers valuable insights on building trust, empowering others, and finding meaning in the work that matters most.

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