First Rate LGSE
First Rate LGSE
First Rate
For more than 30 years, First Rate’s flexible and intelligent solutions have focused on solving the evolving demands of the wealth management industry. This podcast goes beyond the technology and behind the scenes with employee guests to share how they are living out their LEGACY with First Rate's values: Love, Give, Serve and Enjoy (LGSE).
Episode 7: Dr. Glenn Wilkerson
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.
Nov 12, 2021
22 min
Episode 6: LOVE with Emily Traxler
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.  
Oct 15, 2021
26 min
Episode 5: SERVE with Emil Polito
Emil Polito talks through his career journey and how serving on the First Rate Advisory Board and his community has gotten him to where he is today.
Oct 7, 2021
36 min