Financial Advisory

Strategic Planning

Think MarshBerry. Think Forward.

Strategic Planning for Insurance Brokerage & Wealth Advisory Firms

Set the course that inspires commitment and enables success.

Having a strategic plan is important to creating a shared vision for financial, operational, and staffing goals. What sets MarshBerry’s process above others is it goes beyond simply creating the plan. It charts a course for where and how to get there with key objectives, short- and long-term action plans and implementation schedules that are focused, relevant, aligned and actionable.

MarshBerry Advisors work with you to build a comprehensive roadmap for growth with specific expertise in the insurance brokerage and wealth advisory industries. Knowing the business dynamics, what will work for you and your business, along with the data to back up the advice, helps set the stage for your firms’ commitment to achieving results.

Whether it is outlining your strategic plan, providing board advisory or exploring strategic options, MarshBerry has proven experience.

Examples of Strategic Plan Components

  • Revenue and Expense Inputs
  • Benchmarking Statistics
  • Growth Projections
  • Profit
  • Financial Stability
  • Service & Support Productivity
  • Producer Performance
  • Perpetuation
  • Age of Staff
  • Culture
  • Implementation Schedule
  • Accountability Map