MarshBerry

Finding the right AI program to deliver the efficiencies and growth you’re looking for can be difficult. Even when you ask all the right questions, how do you know you’re getting the right answers? Read Today’s ViewPoint from Josh Gibbons and learn about ten key questions, along with the good, and bad, answers to look for. https://hubs.ly/Q02Z3Q1J0 #MarshBerry #AI #artifical intelligence

Through the end of October 2024, M&A activity has broken through 2022’s stranglehold and is the clear front runner. MarshBerry is confident about wealth advisory M&A activity through the rest of the year, but how do buyer trends and election results factor in? Read Today’s ViewPoint from John Orsini to get the latest numbers on transactions, buyers, and deal highlights. https://hubs.ly/Q02YJq_w0 #MarshBerry  #WealthManagement  #MergersandAcquisitions  

Navigating today's challenges in the insurance brokerage industry can be daunting, especially when going at it alone. Participating in executive peer exchange allows top industry leaders to harness the power of teamwork and collaboration. Join Shelley Turk, MarshBerry Vice President, and Brooke Liu, MarshBerry Senior Vice President of Growth Advisory, as they demonstrate how leveraging an external board of like-minded executives can help you make strategic decisions, solve challenges, and drive revenue. Don’t miss this opportunity to learn how peer exchange and accountability can elevate your business. Watch On Demand today! https://hubs.ly/Q02YVbGv0 #PeerExchange #Insurance #Accountability

MarshBerry is thrilled to attend IMPACT®2024 on November 19-21 in San Francisco, CA! Our team is eager to connect, share innovative solutions, and discuss the latest trends in the RIA industry. Be sure to stop by our booth #1229 in the exhibit hall to meet our MarshBerry team of consultants, bankers and deal experts - Kim Kovalski, Tina Hohman, John Orsini, Justin Starnes, Brandon Helms, and Rob Madore #SchwabIMPACT #MarshBerry #WealthAdvisor #WealthManagement #MergersandAcquisitions

While the Weighted Average Owner Age of private insurance brokerage companies has been decreasing slightly over the last few years, many firms in the sector could still benefit from expanding ownership. Read the latest edition of #WayPoint to understand key market insights to help drive your business. Highlights this month include: >Weighted Average Shareholder Age for Insurance Brokerages Continues to Decrease >Expanding Your Portfolio: The Pet Insurance Opportunity >Cases and Effects of Costly Auto Insurance >The Top 100 Insurance Brokers in the U.S. Continue to Get Bigger #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #WASA #WAOA #ThoughtLeadership https://hubs.ly/Q02Y26t90

As a sales leader planning for 2025, a core goal should be to arm your producers with the tools, insights, and strategies necessary to help them unlock their potential. Read Today’s ViewPoint from Don Folino and learn about the six things you can do to prepare your sales team to take on challenges, remain competitive, and exceed revenue goals. https://hubs.ly/Q02YxHkr0 #MarshBerry #InsuranceIndustry #SalesTraining

Recently, there has been a slowdown in premium increases and lower profit margins. Does this mean the hard market is coming to an end? While the answer varies depending on things like business line and location, we are certainly entering a softening market. Check out the latest edition of #WayPoint for insights into key macroeconomic indicators, including the differences between a soft and softening market. Highlights this month include: >Fed Interest Rates and Potential Impact to M&A Activity >Difference Between a Soft and Softening Market >Longest Inversion of U.S. Yield Curve Finally Ends - But What Does It Mean? #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #Economy #MergersAndAcquisitions #ThoughtLeadership https://hubs.ly/Q02Y2kPZ0

Yesterday John Wepler, MarshBerry Chairman & CEO, along with Olly Laughton-Scott, MarshBerry Managing Director, led an insightful discussion on the State of the Industry at the Insurance Times' Broker CEO Forum. Interested in learning more about solutions MarshBerry can offer your brokerage? Contact us today! #MarshBerry #MarshBerryEurope #Insurance #InsuranceBrokers #InsuranceIndustry #InsuranceNews

Insurance brokers reported overall strong earnings results for Q3 2024, which were attributed to a combination of merger activity, strong renewals, and new business growth. Read Today’s ViewPoint blog post from MarshBerry and find out more details about public insurance brokers’ M&A activity updates and 2025 outlooks. https://hubs.ly/Q02Ydqk10 #MarshBerry  #MergersAndAcquisitions  #InsuranceBrokerage

For decades, insurance firms have often been family-run businesses, passed down through generations. And for many brokerage owners, there is still pride in proclaiming that their business will remain independent by perpetuating to the “next generation” – whether that be family or other trusted leaders of the business. But more often than not, this prideful proclamation has become a hollow promise. Find your way to the latest edition of WayPoint where the Focused Insights reviews the future of internal perpetuation and the independent brokerage model. #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #Perpetuation #ValueCreation #MergersAndAcquisitions #ThoughtLeadership https://hubs.ly/Q02Y2swr0