The Trusted Adviser

The Case for Doing One Thing Exceptionally Well with Drew Burden from MBS Insurance


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Drew Burden is the co-founder and CEO of MBS Insurance, an insurance specialist advice firm celebrating its twentieth year in business. In that time, MBS has grown from $8 million in premium and 1,500 clients to $250 million in premium and 25,000 clients, without ever deviating from a single specialist discipline.

In this conversation, Drew shares the three deliberate choices behind that growth: hiring above the role, building a genuine flywheel, and quarterly focus on what matters most. We go deep on the technology MBS built when the market wouldn't, the JV model they've developed with 40 to 50 firms nationally, and the newer minority investment model they're now using to help quality risk practices grow with the tools and insurer relationships MBS has spent two decades building.

Drew also reflects honestly on the acquisitions that didn't go to plan, and what keeping going actually looks like in practice.

A conversation with plenty of lessons for advice firms of any kind.

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The Trusted AdviserBy Rob Pyne