
← Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals31 ago · 22 min
Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth
<p>Walkner Condon's Managing Partners, Clint Walkner and Nate Condon sit down in their brand-new podcast studio to break down the biggest changes at Walkner Condon Financial Advisors this year— from a stunning new headquarters that brings four offices together under one roof, to major staff promotions, a retirement announcement, and the philosophy behind sustainable, client-first growth as the firm surpasses $1.25 billion in assets under management.</p><p><br></p><p>In this episode of Gimme Some Truth, you'll hear about the team's new state-of-the-art studio and building, Alicia's promotion to partner, Evan's promotion, Andy King's upcoming retirement, how Walkner Condon structures its advisory teams for redundancy and collaboration, and why the firm has no "finish line" when it comes to growth.</p><p><br></p><p>Timestamps:</p><p>0:00 – Welcome back & new studio reveal</p><p>0:34 – Behind the scenes of the new studio design</p><p>1:48 – New building: bringing four offices into one</p><p>3:54 – Staff update: Alicia promoted to partner</p><p>5:27 – Big news: Andy King announces retirement</p><p>10:00 – Why team structure & collaboration matter</p><p>15:35 – Philosophy on growth: no finish line</p><p>19:46 – Hitting $1.25 billion in assets under management</p><p>20:47 – Thank you to clients & closing thoughts</p><p><br></p><p>Subscribe @walknercondon </p><p><br></p><p>Visit our website for more financial planning resources and educational information: https://www.walknercondon.com </p><p><br></p><p>————————————————</p><p>ADD US ON:</p><p>LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc </p><p>Facebook: https://facebook.com/walknercondon</p>