Rick Williamson
@RickyRedtail
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Director of Training for Redtail Technology. Traveler. Speaker. Joker. Lover of movies. Master of GIFs. @ThePopcornDiet co-host. All thoughts are my own.
Chandler, AZ
Joined December 2012
RT @orionwealthtech: That’s a wrap on #OrionAscent! 🤩 Thanks to our attendees, industry leaders, and exhibitors for going #AllIn and with…
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General session is open and it’s time to kick off the last day of #OrionAscent! See you soon! #Ascent2025
@orionwealthtech @RedtailCRM
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Loved talking with Jessica About focaccia, fixed income, and how @JanusHenderson can help advisors serve their clients’ needs! #Ascent2025 #OrionAscent
@orionwealthtech @RedtailCRM
🔥 In this fireside chat, Jessica Leoncini of @JanusHenderson sits down with @RickyRedtail to discuss opportunities in fixed income and how Janus Henderson’s “All In” mindset empowers advisors to create meaningful outcomes for their clients. #AllIn #OrionAscent @orionwealthtech
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RT @orionwealthtech: 👋 to hashtag#OrionAscent attendees from Natalie Wolfsen - Orion CEO, and @RickyRedtail - Orion Director of Brand Exper…
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RT @StreetCred_PR: Richard Orion is back everyone! 💥 @RickyRedtail @orionwealthtech #AllIn #OrionAscent
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Backstage and ready to rock. Everyone back here is JACKED and ready to give you the best experience you’ll have in this industry. I’m All In. Are you? #orionascent #Ascent2025
@RedtailCRM @orionwealthtech
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Day 1 of #Ascent2025 is in the books, but the real show starts tomorrow. Be there! #OrionAscent
@RedtailCRM @orionwealthtech
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The quiet is deafening. Can’t wait for the party to start tomorrow. You better be ready to talk about movies, ready to have fun, and ready to go All In. Safe travels everyone! #OrionAscent #Ascent2025 @orionwealthtech @RedtailCRM
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That’s “The Golden Globe-Winning Winter Soldier” from now on.
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A big Happy New Year to all of you and yours from me and my Potato Skin Party Platter.
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Happy Birthday to probably the closest thing I have to an idol, the best Director of all time, Steven Spielberg. Jurassic Park was to me as The Greatest Show on Earth was to him. I saw JP at seven and I’ve been obsessed with movies and storytelling ever since.
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RT @danielcrosby: I’ll be doing a half day behavioral finance pre-con with two of my colleagues and also be presenting “The Mind and the Ma…
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FOMO: Fear of Missing Out Checking in to make sure you don't get FOMO next Feb. 3-6 when you're missing out on hanging with me at Ascent 2025! Registration closes Dec. 16, so give your future self a high-five and get on it! @RedtailCRM @orionwealthtech
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"Fewer Clients, Less Money" I love Jerry Maguire. I love this phrase. This is how his statement ends: "I am prepared to live for our cause. The cause is caring about each other. The secret to this job is personal relationships." Sounds like something @RedtailCRM can help with.
RIAs face 'Jerry Maguire moment' between growth and client service: Panel
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