Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth

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 reveal0:34 – Behind the scenes of the new studio design1:48 – New building: bringing four offices into one3:54 – Staff update: Alicia promoted to partner5:27 – Big news: Andy King announces retirement10:00 – Why team structure & collaboration matter15:35 – Philosophy on growth: no finish line19:46 – Hitting $1.25 billion in assets under management20:47 – Thank you to clients & closing thoughtsSubscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon