If You Could with Matt Enyedi – Détails, épisodes et analyse

On today's episode of If You Could, Matt chats with LPL's Chief Advocacy Officer, Tom Gannon. With 2025 now well underway, they discuss what changes financial advisors can expect from the Trump administration in the coming months. Tom reflects on the important role of advisors in navigating this new political landscape and highlights the critical impact of LPL's advocacy in Washington.

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On the first episode of If You Could, power couple Erik Wahl and Tasha Moffitt explore the intersection of art and business and why we can't be afraid to fail. They share their own journey, which sounds a lot like the path of many financial advisors. Together, they unpack the balance between the dreamer and the doer and how cultivating openness fuels true innovation.

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If You Could is the show that challenges financial advisors to think bigger and take action with insights from top experts inside and outside the financial industry. Every other Thursday, Matt Enyedi and Taryn Huget sit down with an expert to equip you with fresh perspectives and the inspiration to turn “what if” into reality—subscribe now and start exploring what’s possible!

As we wrap up Season One of If You Could, we're bringing back a fan favorite—Chief Investment Officer Marc Zabicki—for a timely check-in on the markets. Marc breaks down key trends, with an inside look at LPL Research’s expectations for the second half of 2025, and offers practical guidance to help advisors navigate those conversations with clients. Don’t miss this insightful discussion, plus an exciting announcement about what's to come! 

Whether you binged every episode or just tuned in for one or two, we want your take on Season 1. What worked? And what’s missing? Take this one-minute survey to shape what’s next! go.lpl.com/ifyoucould

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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.

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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.

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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.

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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.

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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.