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.
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.
Timestamps:
0:00 – Welcome back & new studio reveal
0:34 – Behind the scenes of the new studio design
1:48 – New building: bringing four offices into one
3:54 – Staff update: Alicia promoted to partner
5:27 – Big news: Andy King announces retirement
10:00 – Why team structure & collaboration matter
15:35 – Philosophy on growth: no finish line
19:46 – Hitting $1.25 billion in assets under management
20:47 – Thank you to clients & closing thoughts
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