MarshBerry FocalPoint Webinar:
Strategic Planning Essentials for 2021 and Beyond

May 25, 2021
1:00 - 1:45 PM ET

What's your plan?

The process of establishing and documenting your firm’s direction is essential for organizational focus and efficiency. However, creating a strategic plan that acts as a roadmap to reach year-over-year sustainable growth can be a challenge for some firm owners who don’t have ample opportunities to work on their business.

MarshBerry's team has helped insurance agencies and brokerages of all sizes build strategic plans to ensure continued success and growth. During this FocalPoint webinar, you will learn the “Why” of strategic planning, how your differentiation makes you the same, and how to establish long-term goals with achievable action items to carry out the plan. MarshBerry will share max performance strategies, as well as its list of top "killers of strategy." 

Start planning today by registering for this exclusive FocalPoint webinar. 

This webinar will be hosted through Zoom. When joining, you will be prompted to enter your email address and the password you set up during registration. If you need to reset your password, please click here. Please be sure that your computer audio settings are configured for Zoom prior to joining the webinar. Video will not be required for participants.

Presented by Kyle Hoeft, CVA, MarshBerry Vice President

Kyle Hoeft serves as a Vice President at MarshBerry, with a primary focus on merger and acquisition (M&A) advisory, financial management consulting and valuation services. Within MarshBerry’s Financial Advisory division, Kyle’s primary responsibilities include deal execution on both buy side and sell side transactions, due diligence, deal negotiation, acquisition analysis, and integration planning. He also contributes to MarshBerry’s financial management consulting division and his responsibilities include strategic planning, internal perpetuation planning, insurance firm valuations, compensation structuring, and organizational development.


Phone: 616.723.8428

For questions about this webinar, contact