
Walkner Condon Acquires King Financial Group, LLC | Meet Andy King
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
-
Narrado por:
-
De:
In this episode of Gimme Some Truth, Clint and Nate welcome Andy King, the newest advisor joining Walkner Condon Financial Advisors. Andy brings decades of experience, a deep commitment to his clients, and a thoughtful approach to succession planning. Along with his assistant Regan Miller, Andy shares why he chose to merge with Walkner Condon, how he built King Financial Group, and what lies ahead for their clients.
Whether you're a client, a fellow advisor, or just curious about how financial advisors plan their own retirement transitions—this episode offers a candid, behind-the-scenes look at the heart of wealth management.
📍 Timestamps:
00:08 – Welcome + Introducing Andy King
00:48 – Andy's Background: From Madison to Notre Dame
01:43 – Founding King Financial Group in 2010
02:41 – Why Andy Chose Walkner Condon for Succession
03:59 – The Challenges of Finding the Right Fit
05:06 – The Value of Staying Local vs. National Aggregators
06:00 – Building Client Trust Through Thoughtful Transitions
06:30 – Starting in a Living Room: The Early Days of King Financial
07:06 – Andy's Second Home in San Antonio: The Story Behind It
09:19 – Managing a Financial Firm from Two States
10:24 – Why San Antonio Was the Right Move
10:46 – Final Thoughts + Welcoming Andy to the Team
11:00 – Disclosures
👉 Learn more at: https://walknercondon.com
🎙 Subscribe for more insights @walknercondon #FinancialAdvisor #SuccessionPlanning #MadisonWI #WealthManagement #GimmeSomeTruth #WalknerCondon #SanAntonioLiving #RetirementPlanning #AndyKing #investmentadvice
For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/
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