Expert Perspectives

Expert Perspectives: Insights from the 2025 MAX Performer National Winner

What’s the secret behind combining industry-leading new business productivity with strong organic growth? Brooke Liu, MarshBerry Senior Vice President, discusses delivering top-line expansion while maintaining top-tier EBITDA and best-in-class productivity with Josh Herz, President of Associated Insurance & Risk Management Advisors, the 2025 MarshBerry MAX Performer National Winner.

What’s the secret behind combining industry-leading new business productivity with strong organic growth?

Brooke Liu, MarshBerry Senior Vice President, discusses delivering top-line expansion while maintaining top-tier EBITDA and best-in-class productivity with Josh Herz, President of Associated Insurance & Risk Management Advisors, the 2025 MarshBerry MAX Performer National Winner.

In this video, you’ll learn:

  • Which internal factor — culture, process, or leadership — fuels consistent growth.
  • The financial disciplines that protect margin while scaling.
  • How to build a high-performing team without sacrificing efficiency.
  • Proven strategies for onboarding and retaining producers in their critical first year.
  • Why being part of Connect matters for long-term success.

If you’re looking for practical insights from the 2025 MarshBerry MAX Performer National Winner who’s setting the standard for growth and performance, this is a must-watch.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.