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MarshBerry’s Today’s ViewPoint

NEWS & VIEWS ON THE INSURANCE BROKERAGE & WEALTH ADVISORY INDUSTRIES 

MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership.

December 19, 2024

Supercharging Your Growth to Become a Regional or National Broker

by Eric Hallinan
There are many paths to becoming a regional or national broker, but a broker formation strategy offers one of the fastest...
December 18, 2024

Strategic Planning: Where to Begin Building Your Roadmap to Sustainable Growth

by Rob Madore
Consistent, organic growth is our industry’s greatest challenge, but few firms actually go through the exercise of...
December 12, 2024

Insurance Brokerage M&A Activity Looks to Close Out 2024 on a Strong Note

by Phil Trem
With only a month left for buyers and sellers to finalize transactions in 2024, all eyes are on the incoming Republican...
December 10, 2024

Wealth Advisory M&A Activity Verges on Record-Breaking Year

by John Orsini
2024 Wealth Advisory M&A transactions are poised to complete the highest volume of deals since 2022. Multiple factors...
December 3, 2024

Integration After Acquisition: Keys to Success

by Jennifer Martin, CPA, CFE
Merging companies can result in a range of integration outcomes: from full autonomy to complete integration. Understanding...
November 26, 2024

It’s Sunny Times for the Capital Markets, but There May Be Clouds on the Horizon

by Gerard Vecchio
Recent interest rate cuts and Republican victories in Washington have created some positive momentum for the capital...
November 21, 2024

Implementing AI into Your Business: Ten Questions to Ask and the Right Answers to Look For

by Josh Gibbons
Any insurance brokerage considering incorporating AI technology into their business should be prepared to ask plenty of...
November 21, 2024

October Wealth Advisory M&A Activity Surpasses Prior Record Year

by John Orsini
Through the end of October 2024, M&A activity has broken through 2022’s stranglehold and is the clear front runner....

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