First Rate - Expanding Beyond Direct Sales Channel to Enter New Markets “With a goal to double the customers and revenue of First Rate, we knew that we needed to consult with experts that knew how to orient our marketing strategies to our strengths. Chief Outsiders took a different approach than other firms we had met with – they wanted to understand our business goals and drivers first and foremost.” Marshall Smith, General Manager, Service Bureau and Marketing, First Rate Inc. First Rate, Inc. is a relationship-driven technology company serving institutional, registered investment advisors, brokerage and trust clients in the financial services industry. With a successful history of direct sales, the company seized an opportunity to re-think marketing strategy and expand into new mar

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