Скачать или смотреть This One Insight Completely Reframes Client Relationships: Rick Williamson on the Power of Story

At Orion Ascent 2025, Jared Luegers, Founder of LIMESTONE Strategic Partners, sits down with Rick Williamson, Senior Lead of Product and Content at Orion, to explore how storytelling, client experience, and authenticity can transform the advisor–client relationship.

Rick shares his philosophy on connecting with clients beyond transactions, how automation creates space for deeper relationships, and why every advisor should see themselves as a supporting character in their client’s story.

In this conversation:
Why the best advisors think like storytellers, not salespeople
How to turn client experience into your greatest differentiator
The real impact of automation on human connection
Why “white glove” training and fun can go hand in hand
What it means to go all in—and be the right character in your client’s story

Whether you’re an advisor, a founder, or simply someone passionate about the human side of finance, this episode reframes what it means to truly serve clients in a modern, connected world.

📍 Recorded at Orion Ascent 2025
🎥 Presented by Auxesys
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