MarshBerry 360 Forum Events Offer New Ways to Enhance Insurance Agency Performance & Growth
Vital networking event helps attendees thrive in a challenging market
Woodmere, OH, March 6, 2024 – MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is excited to announce its 2024 annual MarshBerry 360 Forum events coming in May to New York City, Chicago, and Las Vegas.
The MarshBerry 360 Forum provides an interactive learning environment for agency and brokerage leaders to access new market data, business strategies, and best practices for improving firm performance. Attendees can get direct feedback from financial and industry experts during discussion panels while exchanging ideas and exploring collaboration opportunities with peers.
MarshBerry 360 Forums Dates & Locations:
- New York, NY – May 7 | Quorum by Convene
- Chicago, IL – May 9 | Convene at North Green
- Las Vegas, NV – May 16 | Wynn Las Vegas
The 9th annual MarshBerry 360 Forum events feature interactive panels and presentations covering topics like emerging trends in mergers and acquisitions and organic growth strategies. Attendees can access the latest market insights and trend analysis and get expert guidance on improving agency performance and firm positioning for sustainable growth. Guests will also enjoy networking time with analysts, advisors, and peers to gain inspiration, build relationships, and exchange ideas.
“Our goal for The MarshBerry 360 Forum events is to provide decision-makers with a comprehensive toolkit to navigate market challenges,” said Phil Trem, MarshBerry President – Financial Advisory. “People leave armed with new knowledge and strategies, not to mention relationships, that help them not just survive current industry conditions but thrive. Seeing how excited people are to immediately implement what they learned makes the 360 Forum events our favorite time of the year.”
Don’t miss your chance to get advice from the experts. Register for the MarshBerry 360 Forum events by March 31, 2024, to access the Early Bird discount. Visit www.MarshBerry.com/360 to register and view the full agenda.
MarshBerry – Helping Clients Learn, Improve & Realize Value
Founded in 1981, MarshBerry is a global leader in financial advisory and consulting services serving the insurance brokerage and wealth management industries to help clients grow and advance their business strategies. With locations across North America and Europe, MarshBerry market sector expertise includes property and casualty agents & brokers, employee benefit firms and specialty distributors, partners in insurtech, capital markets, and insurance carriers, as well as registered investment advisors, retirement planning and life insurance firms. Clients choose MarshBerry as their trusted advisor for every stage of ownership to help them build, enhance and sustain value through Financial Advisory solutions (Investment Banking; Merger & Acquisition Advisory, Debt & Capital Raising, Business Consulting), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions) and Market Intelligence and Performance Benchmarking. Learn more at www.MarshBerry.com.
Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC, 28601 Chagrin Blvd., Suite 400, Woodmere, OH 44122 440.354.3230.
