If You Could with Matt & Taryn

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. Back in November, Matt and Taryn sat down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh revealed how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.

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In this episode of If You Could, hosts Matt and Taryn sit down with Matt Audette, LPL’s President and CFO, to explore the unexpected mix of qualities and experiences that have shaped his leadership style. Stemming from his family’s military background and his early career days in banking, Matt adopted a mix of discipline, operational rigor, creativity, and dependability to quickly become known as someone who could always get the job done. Having served as LPL’s CFO for over 10 years, Matt unpacks some of the mystery behind what it means to be the CFO of a public company and the challenge of serving multiple stakeholders without compromising long‑term value. He also reflects on the distinct partnership between the CEO and President roles, and why separating strategy and execution is better not only for the business, but for the clients. This is a leadership masterclass in reliability, disciplined execution, and decision-making—a playbook every modern leader can steal.
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What if the final chapter of your business isn’t an ending at all—but the start of something bigger? In this episode of If You Could, Matt and Taryn sit down with Jeremy Holly, EVP of LPL Capital Partners, to unpack one of the most urgent questions facing advisors today: What’s next?

From skyrocketing valuations and an aging advisor population to the rise of private‑equity buyers, Jeremy breaks down the forces reshaping succession, transition, and monetization across the industry. He shares what he learned in private equity, why so many advisors are rethinking their exit strategy, and how liquidity and succession solutions are transforming not only advisor businesses—but their legacies. Whether you’re planning your eventual transition or simply scaling for the future, this is the inside look every advisor needs.
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In this episode of If You Could, hosts Matt and Taryn sit down with Wayne Bloom, CEO of Commonwealth, to unpack one of the most transformative moments in the wealth management industry: Commonwealth’s decision to join forces with LPL Financial. Wayne reflects on building a culture rooted in quality, community, and indispensability, and the pressures facing boutique firms in a scaling world. Discover how two industry powerhouses are blending boutique service with scale, why “unreasonable hospitality” matters, and the strategic considerations behind the acquisition and shaping the future beyond.

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In this latest episode of If You Could, Matt and Taryn sit down with Julia Carlson, CEO of Financial Freedom Wealth Management Group, to explore her remarkable journey from financial advisor and “accidental business owner” to visionary entrepreneur. Julia shares candid insights on why hustle—essential early on—can become a trap, and how a life-altering event forced her to rethink success, embrace delegation, and empower her team. Listeners will learn Julia’s practical frameworks for sustainable growth, including her “hustle audit,” the art of firing yourself, and her 90-day planning system that keeps her business focused and agile. She also reveals key metrics for scaling responsibly, tips for building a strong culture, and her bold new mission: helping 1,000 entrepreneurs grow thriving businesses while collectively donating a billion dollars for good.
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