MarshBerry HNWPL Webinar

December 21, 2022
2:30 - 4:30 PM ET

Thank you for attending the High Net Worth Risk Management peer group meeting in New York.  We have been asked by a number of attendees to hear the presentation a second time.  If you and your partners would like to hear the presentation in a webinar format with added time for questions, please register.  As a refresher, following is the presentation description.

John Wepler, Chairman and CEO of MarshBerry will be presenting the State of the Industry to firms that have a concentration in High Net Worth Risk Management.  The session will provide an overview of many items, including the following:

1.  The current state of the rate and M&A market

2.  How valuations have changed and drivers influencing change

3.  How outside capital has disrupted the landscape of the industry

4.  Why private equity has gained significant momentum

5.  How return on invested equity is being maximized through leverage

6.  Perpetuation options available to independent agencies and brokers
7.  How to optimize production compensation with value proposition

8.  Tactical table stakes - The top ten areas that should a focus for all firms

8.  How the convergence of technology with data analytics will change the industry

9.  Benchmarks in many areas including organic growth, profitability, and compensation

Presented by John Wepler, MarshBerry Chairman & CEO 

A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, Inc.—John’s leadership and industry experience has benefited many insurance industry professionals.


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