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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.

October 17, 2024

The Right Way to Establish Expectations for New Producers

by Don Folino
Setting expectations for new business numbers for green producers can be a daunting process. Effectively developing and...
October 10, 2024

MAX Performer Winners: What Sets Them Apart From The Competition

by Brooke Liu
Regional winners of MarshBerry’s MAX Performer Awards offer detailed insights into strategies and actions that drove the...
October 3, 2024

Use Insurance Technology As A Partner Not A Replacement

by Brian Refici
Technology can do a lot of things, but fixing broken processes or replacing certain human expertise are still a very long...
September 26, 2024

Connect Summit 2024: Transformative Forces at Play in Insurance Brokerage

by Shelley Turk
At MarshBerry’s Connect Summit, leaders dove into transformative discussions about carving their path, driving growth,...
September 25, 2024

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

by Rob Madore
As firms grow, the complexities of scaling operations, maintaining client satisfaction, and staying ahead of market trends...
September 24, 2024

Five Ways Wealth And Retirement Advisors Can Build A More Valuable Business

by Brandon Helms
Successful financial advisory firms extend their focus beyond merely accumulating substantial assets under management. They...
September 18, 2024

Wealth Advisory 2024 M&A Activity on Pace with 2022

by John Orsini
Through the end of August 2024, M&A activity is neck and neck with the previous deal count record held by 2022.  
September 17, 2024

Sales Velocity: What is It & How Do You Grow It?

by Keith Captain
Sales velocity is a critical metric in determining an agency’s longevity and potential for growth. When this hard...

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