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 [...]

Speaking to Clients in a Way They Understand

The financial industry is known for its complex lexicon. Advisors and other insiders often converse exclusively using terminology most personal investors do not understand. Much of their jargon [...]

How To Sell New Clients Using Data To Tell A Different Story

Historically, the financial industry has placed tremendous emphasis on advisors’ abilities to outperform their peers and the market. In the United States especially, where there is a strong [...]

The First Step Toward Becoming a Wealth Steward

We talk a lot about helping our clients become true wealth stewards. It’s about using the rules of the new Fiduciary Standard as a basis and taking further steps in service of our wealth [...]

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 [...]

What do Investors Want: Goals-Based Reporting, Benchmark-based Reporting, or Both?

At First Rate we have a unique vantage point while scanning the investment landscape. First Rate develops and supports tools that help investment professionals communicate results to their end [...]

Better Goals-Based Tools Help Wealth Managers Keep The Wheels Rolling

Goals-based wealth management is not about re-inventing the wheel. It is about helping to align the different wheels of a client’s holistic financial plan so they roll smoothly throughout a [...]

From Failures to Flutes to First Rate: The Evolution of Foundation

In fourth grade, I encountered my first BIG failure. I remember the experience distinctly. I walked into second-period music class, was presented a 12-inch blue zip-up bag and told to sit down [...]

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