First Rate: The New Hall of Famer

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

Transforming Lives in India

In 2013, Marshall Smith and Bo McWilliams had a vision to develop First Rate’s first office in Hyderabad, India. With the help of Praveen Pagadala and Rob Bethmann, this vision became a reality [...]

What is a Social Business?

The first thing that might come to mind is a business that sells social media or communication services. But that’s NOT at all what social business is. Social Business, by definition, is a [...]

Impact Investing: What’s the Hype About?

Impact Investing is one of the hottest buzzwords in the wealth management industry today. Gaining traction from investors that want to be financially and socially aware, this type of investment [...]

Outsourcing vs. Impact Sourcing

A team of six First Raters just returned from a short trip to Hyderabad, India. Ok, not so short. Twenty hours of flying allows one to: 1. Watch a lot of movies 2. Catch up on some much-needed [...]