Agency Executives: Do you have Producers, Reducers or Coasters?

What kind of sales staff do you have at your firm? Learn about these three types.

- September 2018

Helping Producers Build a Sustainable Sales Process

Zack Pittman - August 2018

Addressing the Non-Performing... Partner?

When the sales performance at an agency is lacking, we tend to point the finger at the non-performing producers.

James Harrison - August 2018

A Sound Investment: The C-A-S-E for Creating a Company Organizational Chart

For many, the current value of your business is the culmination of a tremendous amount of hard work, sacrifice, and risk-taking.

Zack Pittman - August 2018

Does Your Agency Have a Sales Culture?

How do you define your organization’s culture? When I ask agency leaders these two questions..

Don Folino - March 2018

Time Management : Rethink Your Mindset

A few years back, during a water cooler conversation, a colleague and I were discussing how we didn’t have any time to finish an upcoming team project. After sitting back down at my desk, I came to the realization that using time as an excuse was exactly that, an excuse.

¹Marsh, Berry & Company, Inc. Financial Advisory services include M&A Advisory*, Business Planning, Perpetuation Planning and Valuations. The Financial Advisory services provided by Marsh, Berry & Company, Inc. and its affiliates are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any securities, financial instruments or to participate in any particular trading strategy, or to provide investment recommendations on any company for personal investment purposes. Marsh, Berry & Company, Inc. and its affiliates are not rendering legal, accounting, financial or other advice.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc. 28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230 Contact Us