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 development over his past 25 years here.  Just as those values have helped First Rate evolve, they have also presented themselves in myriad ways in assisting Rob to grow thanks to running.

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 Enjoy all integrate themselves into the creation of legacies in the industry as well as how those legacies will continue on and grow through the core values.  Hopefully you enjoy our conversations as much as we enjoyed the special bourbon that started off this episode.

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 Brian, are able to reconnect with old friends and connect with the community in new ways by giving support to organizations like F.O.O.D. 
The difference that such giving creates, along with the relationships it establishes and reinforces, illustrates the ways First Rate and its employees are leaving their unique mark in communities both near and far.

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 needed to shower the newest additions to their family with LOVE.  Being able to have that time makes better families, more productive employees, and really makes the companies even more a part of the family.  We hope you enjoy this episode as well as all the precious moments Elliott decides to chime in as well.

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 reimagining of venture capital, First Rate grows thanks to these exciting new ventures.  Take a listen to how First Rate Ventures is changing the game.

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 companies, like First Rate, the Life Shelter is continuing to help so many.

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 First Rate Family, and how the lessons they have learned over that journey feeds their calling to counsel young couples on the power and joy of sustaining LOVE.

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 what First Rate Living is all about.

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. 

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 GIVE them more opportunities to facilitate kids being able to feel loved and thus perform better in school.