Spend More Time with Clients

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

The Three Ways CORE Enables Client Engagement

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

An Example of a Goals-Based Conversation

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

The Link Between Engagement and Goal-Based Reporting

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Having Real Goals-Based Conversations

Here at First Rate, we believe in providing the best tools possible to help wealth advisors make the move to become Wealth Stewards. To do that, we’ve used our 25 years of experience in [...]

The Link Between Client Engagement and Goal-Based Reporting

As a wealth manager, you face many obstacles in your search for new clients. Once you’ve found a client, it’s critical to do everything in your power to keep them. There are two main [...]

Put Your Money Where Your Heart Is

One of the most well-known investment philosophies is “…invest in what you know…” I first heard this phrase attributed to Warren Buffet, but it may have come from an earlier source. The [...]

How Summer Vacations Are Related to the First Rate Experience

At this time of year, summer vacations are very prevalent. Either you are planning one or Volkswagen-station-wagon-ad-cropped maybe you’re on it right now. I remember many summer vacations as a [...]

From Our President – Quarter 1 Newsletter Highlights

We are all in high spirits at First Rate after recently completing our annual client conference in San Diego. The location, topics, speakers, and group of attendees were all spectacular. The [...]

Fintech Mergers and Acquisitions Meet Aesop’s Fables

Aesop’s fable of The Horse, Hunter and Stag: A quarrel had arisen between the Horse and the Stag, so the Horse came to a Hunter to ask his help to take revenge on the Stag. The Hunter agreed, but [...]

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