Proof is In The Numbers.
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 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.
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
- 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: • 16.9% organic growth compared to 7.1% industry average. • 29.7% EBITDA compared to 16.3% industry average. Members have the power of data and insights at their fingertips with customized financial benchmarking data, industry-specific articles, reports, and assessments View More
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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 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.
Shelley also fosters collaboration among cross-functional teams at to deliver the Connect value proposition effectively. Her passion to motivate others, inspire change, and impact the growth of organizations is integral to her role at MarshBerry 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.
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.