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Strategic Planning Services
Set the course that inspires commitment and enables success.
Strategic planning for insurance companies and wealth advisory firms is important to creating a shared vision for financial, operational, and staffing goals. What sets MarshBerry’s strategic planning 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.
The strategic planning advisors at MarshBerry will work with you to build a comprehensive roadmap for growth with specific expertise in the insurance brokerage and wealth and retirement plan 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 in providing effective strategic business planning for insurance companies and wealth advisory firms.
Examples of Strategic Planning Components
- Revenue and Expense Inputs
- Benchmarking Statistics
- Growth Projections
- Financial Stability
- Service & Support Productivity
- Producer Performance
- Age of Staff
- Implementation Schedule
- Accountability Map
Strategic Planning Services for Insurance Brokerages & Wealth Management Firms
In the dynamic world of insurance, a well-defined strategic plan can make a significant difference. MarshBerry’s team of experienced professionals assists insurance brokerages in developing and executing strategic plans that align with long-term objectives and growth potential.
Our wealth management strategic planning services focus on the unique requirements of wealth management firms. Our experts guide you through market trends and financial complexities, delivering strategies that drive growth and enhance value.
Why Choose MarshBerry for Your Strategic Planning Needs?
Choosing MarshBerry means choosing a strategic partner dedicated to your success. Our team brings extensive industry experience and a deep understanding of insurance brokerages and wealth management firms, making us an unparalleled choice for strategic planning services.
Beyond the planning phase, we provide continuous support and guidance to ensure your firm’s sustained success. Partner with MarshBerry today and propel your strategic growth journey forward.
Contact MarshBerry today to learn how our strategic planning services for insurance brokerages and wealth management firms can elevate your business strategy.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. 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.
Kim Kovalski joined MarshBerry in 2021 and is charged with providing strategic and operational consulting services to MarshBerry’s client base of independently-owned insurance agents & brokers, specialty distributors, wealth advisory industry, private equity firms, banks & credit unions and insurance carriers.
Brian is a Director at MarshBerry and a member of MarshBerry’s Financial Advisory team. He has extensive experience advising insurance brokers in mergers and acquisitions (M&A), capital raising, and other financial advisory services such as valuation, compensation consulting and perpetuation planning.
As a shareholder of the firm, and a Director in MarshBerry’s Financial Advisory Division, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 14+ year career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation and strategic planning.
Don Folino is part of MarshBerry's Growth Advisory division where he helps insurance agencies and brokerages build infrastructures that drive organic growth, as well as working with them through the continued development and execution of that process.
Christopher Darst joined MarshBerry in 1998 as a Financial Analyst responsible for the preparation of business valuation reports, perpetuation plans, and general consulting projects. In 2001, he moved to California to help launch the Dana Point office. With increased experience and responsibility, Chris expanded his responsibilities to include merger and acquisition ("M&A") work for various MarshBerry clients.