We are starting out a new year of the First Rate LGSE Podcast with a special guest, Rob Bethmann, First Rate's own Managing Director for our Broker Dealer market. Rob and I look at how the four core values have been integral to First Rate's d

Episode 15: LOVE, GIVE, SERVE & ENJOY with Alex Serman

Dec 20th, 2022 22m 51s

On this special dual podcast episode, the First Rate LGSE Podcast and Whiskey and Wealthtech join forces. Alex Serman and myself took some time to discuss all things wealthtech, and how the First Rate core values of Love, Give, Serve, and Enjo

Episode 14: GIVE with Brian Puerschner and Wayne Shareef

Oct 28th, 2022 25m 59s

On this episode of the First Rate LGSE Podcast, I sit down with First Rate’s very own Brian Puerschner and Wayne Shareef, Executive Chair of F.O.O.D. (Fighting Obesity, Obstacles Destroyed). We look at how First Rate’s giving employees, like B

Episode 13: LOVE with Shannon Miller

Sep 16th, 2022 17m 21s

On this episode of the First Rate LGSE podcast we sit down with Shannon Miller (and Elliott Maeve Miller) to talk about the immeasurable value companies like First Rate and The Senior Source provide for their employees by allowing the time need

Episode 12: GIVE with Marshall Smith

Jul 1st, 2022 21m 55s

On this episode of the LGSE Podcast, I chatted with First Rate’s own Marshall Smith. Marshall now leads First Rate Ventures. This unique concept of finding win-win partnerships in the FinTech world shows how powerful GIVING can be. Through a

Episode 11: SERVE with Stephanie Melchert

May 20th, 2022 30m 6s

Stephanie Melchert is the Executive Director at the Arlington Life Shelter. We sit down to discuss the power that stems from how the Life Shelter SERVES the community. Thanks to amazing support from an army of volunteers and many generous com

Episode 10: LOVE with Virginia and William Franklin

Mar 25th, 2022 24m 39s

During a recent trip through the Homes of Hope program in Baja Mexico, we took a break to chat with First Rate Virginia Franklin and her husband William Franklin. They share the unique journey that brought them together, brought them into the F

Episode 9: SERVE with Logan Taylor

Feb 25th, 2022 29m 43s

Logan Taylor explains how First Rate helps make it possible for employees to serve in their community and helps make it possible for employees to help serve on local non-profit boards. Logan’s journey to serving on his local YMCA board shows w

Episode 8: Love, Give, Serve AND Enjoy with Trina Stone

Dec 10th, 2021 26m 13s

Executive Chair and Co-Founder, Trina Stone, reflects on the legacy of First Rate from its humble beginnings and how the foundation of First Rate stems from our four core values - Love, Give, Serve, and Enjoy.

Episode 7: Dr. Glenn Wilkerson

Nov 12th, 2021 22m 48s

Dr. Glenn Wilkerson, President of The A.R.K. Group (Adults Relating to Kids), discusses how he and his organization got connected with First Rate all the way back in 2001; while also reflecting on how the support system from First Rate helps GI

Episode 6: LOVE with Emily Traxler

Oct 15th, 2021 26m 10s

Emily Traxler, Chief Revenue Officer at First Rate, discusses how First Rate surrounded her family with LOVE following the destruction of their Houston home during Hurricane Harvey 2017.