Today's ViewPoint

Home » Market Intelligence » Today’s ViewPoint – View All

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.

June 30, 2025

Not All Agency Networks Are Created Equal

by Jason Juarez
There are effective strategies to navigate the aggressive agency network landscape and a framework to help you find a...
June 26, 2025

Three Ways to Get More Out of Non-Producing Producers

by Don Folino
How much do non-producing producers impact the health of your business? They may be one of the biggest threats to a firm’s...
June 23, 2025

Wealth Advisory M&A Update: The Importance of Post-Close Integration

by John Orsini
With 144 deals already announced in 2025, firms are learning that successful outcomes hinge not just on the deal itself, but...
June 19, 2025

Workforce Planning: The Most Overlooked Growth Lever

by Bryan Lake
Well-run insurance brokerage firms use metrics like sales velocity to influence their business decisions, including...
June 18, 2025

Insurance Brokerage M&A Update: A Strong May Pushes Deal Activity Ahead of Last Year

by Phil Trem
Get the latest insurance brokerage deal count and notable transactions through May 2025.
June 12, 2025

Strategic Planning Is the Engine for Sustainable Organic Growth

by Tommy McDonald
Annual strategic planning is an important step for insurance brokerages looking to achieve their goals. But often, the...
May 30, 2025

Succession Planning: Why it’s Critical to Start Early

by Justin Starnes
Succession planning is a critical process for wealth advisors and firms, ensuring the seamless transition of client...
May 29, 2025

Pathways to Increasing Equity Value, Part I: Generating Consistent Organic Growth in a Changing Market Environment

by James Graham
Growth is essential to the survival and success of any business. It’s not only about increasing revenue or scaling...