Proof is In The Numbers.
Executive Peer Membership
BENCHMARK PERFORMANCE. SHARE RESOURCES. DRIVE ACOUNTABILITY.
MarshBerry Connect
THINK BETTER TOGETHER
MarshBerry Connect is an executive peer exchange that enables members to out-perform, out-earn, and outlast their competition.
MarshBerry Connect membership is for firms who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.
EBITDA Comparison Source
Source: MarshBerry proprietary financial management system Perspectives for High Performance (PHP). Results based on available historic information within PHP. For illustrative purposes only. Individual results may vary. Past Performance not indicative of future results. Data as of 12/31/2024, last accessed 6/5/2025. EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization.
Organic Growth Source
Source: MarshBerry proprietary financial management system Perspectives for High Performance (PHP). Results based on available historic information within PHP. For illustrative purposes only. Individual results may vary. Past Performance not indicative of future results. Data as of 12/31/2024, last accessed 6/5/2025.
Case in Point: A MarshBerry Case Study
Learn how an owner of an East Coast firm turned to MarshBerry to gain an outside perspective and guidance on reaching increased revenue and marketing share goals.
MEMBERSHIP BENEFITS OVERVIEW
BENCHMARK PERFORMANCE
- Customized reporting package that includes firms’ performance compared to peer-group and industry
- Account access via online portal for advanced data and data analysis
- Operational improvement assessments – survey tools to understand current state of employee engagement and sales culture
BUSINESS OPTIMIZATION RESOURCES
- Training and Educational webinars exclusively for members
- Access to The Institutes CEU Unlimited Access Program for primary and secondary firm members.*
- Templates, tools and handbooks for process improvements
- Discounts and access to MarshBerry thought leadership content and events
EXECUTIVE PEER EXCHANGE & ACCOUNTABILITY
- Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
- Dedicated MarshBerry Strategy Consultant
- Quarterly performance calibration with SIG focused on organic growth action items
- Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.
* Primary and secondary firm members are those that typically attend Summits and participate in membership activities throughout the year.
Executive Peer Exchange Summit
Membership comes with a multitude of benefits and opportunities to network and connect with executives including executive forums. At these Summits members come together in their Strategic Issues Groups (SIGs) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.
Check out highlights from our most recent MarshBerry Connect Summit.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. The team also specializes in increasing the value of firms, as well as strategic business planning and perpetuation planning. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Brooke Liu
Senior Vice President
Brooke Liu’s exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.
Shelley Turk
Vice President
Shelley joined MarshBerry in 2019 bringing over 10 years of event and program enhancement experience. Shelley’s role is to enhance MarshBerry’s executive peer exchange membership – Connect. Her efforts include the execution and delivery of Connect services, ensuring top-notch quality and efficiency to enhance client satisfaction and retention, educating new and current members on program benefits like MarshBerry’s proprietary data benchmarking services and industry resources, as well as linking members to organic and acquisitive growth services offered by MarshBerry. She also fosters collaboration among cross-functional teams to deliver the Connect value proposition effectively. Shelley’s passion to motivate others, inspire change, and impact the growth of organizations is integral to this role and is the common thread weaving through her career.
Shelley is a versatile professional whose journey reflects a unique blend of academic achievement and hands-on experience. She holds a Bachelor of Science in Fashion Merchandising and a Master of Science in Organizational Leadership from Mercyhurst University, a testament to her commitment to evolving trends in the marketplace and leadership development. With a diverse background, she has seamlessly transitioned through various management roles, leaving her mark on retailers, restaurants, and nonprofits. Additionally, her entrepreneurial spirit shines through as a former business owner. Shelley’s multifaceted expertise combines academic prowess, leadership acumen, and a rich history of contributing to the success of diverse organizations.
When Shelley is not engaging with clients and colleagues, she enjoys spending time with family, jet-setting to new destinations with friends, and diverse cuisines in vibrant restaurants.
