Have you ever wondered just how far First Rate reaches out online? Check out our latest infographic to find out!
We understand the importance video plays in business. We have been developing new informational videos about our company, solutions, and events so that you can better understand who we are and what we do. We upload all of our videos to our First Rate YouTube channel to keep all of them in one place.
YouTube allows us to easily share these videos through our other social networks, but also allows us to provide important content on a large scale. Behind Facebook, YouTube is one of the most frequently visited websites on the web. It is also owned and operated by Google making every upload easily searchable in search engines.
Our goal with our videos is to educate industry professionals on who we are and what we do. First Rate has a unique culture that is unlike any other company and that is something we are proud of and want to share with everyone. We also have several unique solutions that can benefit your bank, firm, or company. Our videos thoroughly explain what each solution is capable of and how to get more information.
To watch our videos, visit our YouTube profile: www.youtube.com/FirstRatePerf.
Twitter is a close second to Facebook when it comes to the number of users. Twitter currently has over 500 million accounts with over 200 million Tweets per day. Twitter provides exposure, inter-connectivity, and a great forum to exchange ideas and information.
Exposure: Twitter users tend to be more engaged and active when using their accounts. This helps us at First Rate amplify our messages and information. We are able to engage and connect with our following on a more frequent basis. We are also readily available to answer any and all questions and concerns that our following may have.
Inter-Connectivity: We share blogs, articles, pictures, videos, and links to our other accounts to keep you updated. We have also developed several hashtags to make finding our information as easy as possible: #FirstRate, #PerformanceSolutions, #PerformanceSolutionPartner, and several others.
Information Exchange: Twitter makes it easy for us to exchange information and ideas with others. We are constantly engaging and listening to other industry professionals so that we can keep updated with all of the industry news and trends. In turn, we analyze this information and feed it back to you.
Be sure to check out our profile: www.twitter.com/FirstRatePerf.
LinkedIn is the largest professional network on the web. LinkedIn is a great way for companies to establish connections with new and familiar faces while constantly providing updates. LinkedIn isn’t as large as Facebook and Twitter, but with 120 million professionals, it is still an ideal platform for companies to demonstrate their expertise.
First Rate takes advantage of LinkedIn and constantly shares updates that include market commentary, e-books, whitepapers, and relevant articles on our company profile. We are proud to say that almost all of our employees are on LinkedIn as well. First Rate provides informational seminars on how to use it to benefit the industry as a whole.
LinkedIn plays an important role in our professional culture. It is important to us that each one of our employees connects with industry professionals to spread our knowledge and keep everyone updated.
For more information, visit our LinkedIn company profile: First Rate, Inc.
Facebook is the king of the social media world. Facebook has over 1 billion users and it continues to grow each day. Most people understand how Facebook works, so it really doesn’t need much explanation. But, most people don’t know the benefits a consumer has when a business is utilizing Facebook for marketing purposes.
Customer Service: First Rate monitors Facebook everyday. We are able to respond to your questions and concerns very quickly.
Community: We have built a large following (community) of investment professionals that are constantly engaging to provide industry insight and wisdom.
Insight & Information: We are constantly sharing links to our whitepapers, market commentary, and e-books so that they’re easy to access. We are also sharing links to news articles and providing our own commentary to help develop a more educated industry.
Facebook ultimately provides a community that is constantly updated with important investment performance information, insight and commentary. To better understand, visit our Facebook page: www.facebook.com/FirstRatePerf.
Social media is quickly becoming the most utilized advertising medium in today’s business world. Social media provides multiple networks that specialize in different types of content, customizability, the ability to reach 10 times the audience for 1/10th the cost and the ability to keep your audience up-to-date at all times.
During 2013, First Rate has started taking advantage of social media and the benefits it provides for the investment performance industry. We are able to keep in constant contact with clients and other industry professionals. Utilizing social media has not only increased our online presence, but has allowed us to gain marketplace intelligence that benefits the industry as a whole.
Throughout the next few blog posts, we will dive deeper into the importance of each network that First Rate utilizes. This will help you and everyone else understand why we are using it and how it is beneficial to you.
Links to our networks:
Over the past few days, First Raters traveled to New York City and Philadelphia for two Roadshows. The Roadshows consisted of a networking and cocktail hour, lecture, and Q & A.
On Tuesday, August 13th, First Rate held it's first Roadshow of 2013 in New York City at the Marriott East Side. Speaker, Stephen Campisi, Founder and President of Intuitive Performance Solutions, delivered an intuitive and engaging lecture on:
Helping Investment Firms differentiate themselves
Finding sources of competitive advantage through better use of information
Establishing reasonable client expectations for portfolio performance
Presenting investment results in the context of benefits, tied to meeting the clients' financial goals
Explaining a client's perspective on risk
Making the most of investment reporting
Simple ways to increase the understandability of investment reports
Bringing a stewardship approach to the investment process
After speaking in New York City, First Raters and Mr. Campisi traveled to Philadelphia to host the second Roadshow on Wednesday, August 14th. Mr. Campisi delivered the same lecture to professionals in the area.
Both Roadshows were a success and First Rate wants to thank Mr. Campisi for delivering the lectures.
If you missed the Roadshows, don't worry! We captured all of them on video that we will soon be sharing with everyone. Check back for more information on upcoming First Rate events.
A healthy company that lacks efforts to help people on a holistically level is not. This is an idea First Rate founder David Stone set as the foundation of First Rate and is known as First Rate Living. First Rate Living is a program that is driven by David’s desire to spread the word of the Lord and Savior, Jesus Christ and help the community. This is done through First Rate Living’s mission: Love, Serve, Give, and Enjoy.
We affirm a loving God, and want to reflect that love in the workplace as well as in the community. By spending time together, we are building meaningful relationships with one another and really growing to become a family.
“Let all that you do be done in love.” 1 Corinthian 16:14
We view our resources as God’s first, entrusted to us to steward. Therefore we believe in giving freely to benefit each other, our community and the world. We seek to embody this belief on many levels, sharing our talents with others, our time through community involvement and our equipment, supplies and office space with charitable organizations. We have proudly partnered with over 200 organizations around the world.
“…the righteous gives and does not hold back.” Proverbs 21:26
We value serving those around us and around the world by putting their needs before our own, because without this we cannot truly love, give or enjoy. This service ranges from building houses for a families in need to hosting First Rate Living Luncheons to award local stewards.
“For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them.” Ephesians 2:10
We believe in enjoying work and enjoying recreation, and strive to create an environment of community, teamwork and friendship. First Rate sponsors weekend retreats and free concerts which is a great way to spend time with your family, friends, and those in the community. We create a fun-loving culture of employees that enjoy working together to achieve a greater purpose.
“But may the righteous be glad and rejoice before God; may they be happy and joyful.” Psalm 68:3
You can learn more about First Rate Living and its ongoing mission at www.firstrateliving.com.
We at First Rate would like to congratulate our fellow B Corporations for being named Best for the World by B Lab in the recently-published 2013 B Corp Best for the World list! The Best for the World list is an annually-published list featuring companies around the world that improve the quality of life in their community through elevated standards. You can see the entire list at Bloomberg Businessweek.
B Lab is a nonprofit that grants the certification of “B Corp” to companies that meet rigorous transparency, accountability, social, and environmental performance standards. Since 2006, B Lab has developed a community of 700 B Corps across 15 countries and 60 industries. We at First Rate truly understand and respect an organization that works to redefine and expand the definition of success in business. It has much in common with our company creed of First Rate Living.
Announcements for the Best for Workers, Best for Communities, and Best for the Environment lists will be made in the coming months. Contact B Lab to find out more about their work and how to become B Corp certified.
Late last month we held our 2013 First Rate Performance Conference at the beautiful Four Seasons Resort and Club Dallas at Las Colinas. It was an event where clients could forge strong relationships with the First Rate staff as well as network with investment performance peers under the theme of “Solutions Through Partnership: Connecting Performance to Growth”.
Sessions were held throughout the two-day event guiding First Rate clients through topics such as their client’s perspective on risk shifting from examining returns only to examining risk in terms of money and the client’s view of “success”. In addition, we looked at traditional risk measures, with insights gained from looking at the “pattern” of risk over time and concluded with why this is the future of performance and risk. Other topics included:
- Goal Based Reporting
- The Ins and Outs of Alternative Asset Performance
- UMA Reporting
- Universal Advisor Performance Standard and how it is changing the industry
- The unveiling of First Rate’s new iPad app, First Rate Mobile, for advisors on-the-go
Clients were guided through these sessions by guest speakers such as Stephen Campisi, CFA, director of institutional investments at Bank of America Merrill Lynch, and Dave Spaulding, CIPM, president of The Spaulding Group, Inc., founder and publisher of The Journal of Performance Measurement®. In addition, Clients had a chance to sit down with their First Rate solutions consultant and discuss their particular needs and how First Rate can help them meet their clients’ goals.
Following the education, clients and First Rate staff alike embodied First Rate Living (Love, Give, Serve and Enjoy) by being pampered at the spa, playing a few rounds of golf on the beautiful Byron Nelson course and enjoying some quality entertainment over a family dinner.
Check out this year’s Performance Conference recap video here.
Contact a First Rate representative to find out about our next event, 888-393-RATE (7283). For more information about First Rate’s solutions and services, please visit www.FirstRate.com.
Don’t just listen to us; hear what our clients had to say:
“The First Rate performance conferences are always very helpful. There is a great balance between educational sessions while allowing time to talk wtih industry peers or FRP professionals. The First Rate staff always goes above and beyond to make sure the guests are accommodated.” – Trust Operations Specialist
“Outstanding use of time to cover important agenda items and offer free time in a two-day session. I have been doing this for a long time and I look forward to this same location and this conference.” – Vice President Performance Measurement
“Seeing all the FR folks is a great benefit because every one of them I've met is outstanding and fun to be around. It’s also great to have a chance to share experiences with other FR users. The generosity and hospitality extended was brilliant.” – Senior Operations Officer