Executive Peer Membership
BENCHMARK PERFORMANCE. SHARE RESOURCES. DRIVE ACOUNTABILITY.
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 brokers 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.
MEMBERSHIP BENEFITS Overview
- 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
- Templates, tools and handbooks for process improvements
- Discounts and access to MarshBerry thought leadership content and events
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.
Membership comes with a multitude of benefits and opportunities to network 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.
Connect SummitView More Members talk year-round and come together for intensive content and insight at MarshBerry Connect Summits Summit features: • Live Executive Networking & Exchange • Working sessions with Strategic Issue Groups (SIG’s)– Your Board of Peer Advisors • State of the Industry, Keynote and Educational presentations View More
Member BenefitsView More Best 25% of members achieve: • 12.7% organic growth compared to 4.8% industry avg. • 37.3% EBITDA compared to 14.5% industry avg. Members have the power of data and insights at their fingertips with customized financial benchmarking data, industry-specific articles, reports, and assessments View More
MARSHBERRY’S CONNECT SUMMIT: CHALLENGING THE STATUS QUO
SUCCESSFUL TALENT ACQUISITION BEGINS WITH GOOD TALENT MANAGEMENT
DRIVE BETTER PERFORMANCE WITH PIF
TRENDS IN COMPENSATION: THE VALUE OF SERVICE STAFF
THE POWER OF AGENCY NETWORKS
THREE KEYS TO A STRONGER TALENT STRATEGY
I love the networking that goes on at the Summits. It provides an opportunity for me to develop relationships that I’ve found to be very valuable.
These are great networking events. We’ve thoroughly enjoyed all of them, and the structure allows for ample time and opportunity to meet many other attendees.
Everyone is having similar issues: recruiting, finding acquisition opportunities, compensation … these sessions allow us to talk more in-depth about these.
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.
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 education on program benefits such as access to MarshBerry’s proprietary data benchmarking services, industry-leading data, and organic and inorganic growth services. 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.
In 2008, Shelley entered the event space working for Automotive Events, a turn-key event solution firm. During her time there, Shelley led teams in the development of product launches, sales training, and marketing events for clients like Hyundai, Subaru, Jaguar Land Rover, BMW, MINI, and Toyota.
Shelley has held roles in marketing and social media capacities for restaurants, nightclubs, retailers, and nonprofits. From 2011-2017, Shelley was the owner and operator for Stitched & Wired, a jewelry line sold in boutiques across Northeast Ohio and was featured in publications like Cleveland Magazine and The Plain Dealer. Shelley also served as Operations Director for Cuyahoga Collective, a regional retail company based in Lakewood, OH.
When Shelley is not engaging with clients and customers, she enjoys spending time with family, traveling with friends, and creating new recipes to share with others.
Chris Rochford is a solution-oriented thought leader who helps clients improve the value of their business by achieving double-digit growth. As Vice President, Growth Advisory, Chris is responsible for new client development, product innovation, and value enhancement of Growth Advisory solutions.
As Vice President - Connect Growth, MarshBerry’s executive peer exchange, Michael looks to leverage his 20 plus year career in insurance sales to build long-term trusting relationships with agency and brokerage partners.