We focus on Compliance and Governance - a crucial area for brokerages, both new and established. Joining Alistair Body are two members from our very own Compliance Team: Steve Walton, Quality and Compliance Director and Helen Webster, Compliance Manager.

Together, they discuss:

✅ The importance of compliance with an example that saw a brokerage being wound up

✅ How they’re expanding learning tools to better support CPD points

✅ Effective oversight and partnership strategies for Appointed Representatives

Steve and Helen also share their forward-thinking perspectives on fostering partnerships, maintaining transparency around complaints, and preparing for the next wave of regulatory changes.

If you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

Hosted on Acast. See acast.com/privacy for more information.

"I like telling people about my plan because it holds me to account if I'm not delivering... And I don't like to fail."

For our latest episode, Alistair Body is joined by Woking-based Sam Bowen who set up Opal Black in 2022. For Sam, the dream is to grow a network of independent local brokerages that will support communities. Two years into his business plan and he's just completed his first acquisition - but promises there is more growth to come.

In this episode, we also hear:

• How enrolling with a life coach has widened his perspective, and gives him chance to reflect
• Why he left a self-employed insurance role
• About the support that Momentum have offered to allow Sam to rewrite his business plan

If you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

Hosted on Acast. See acast.com/privacy for more information.

"When the pressure comes in terms of financial growth, it takes you further away from what you should be there for."

Our latest guest is Martin Castleton of Aureum Insurance. A self-confessed petrolhead with a passion for cars, Martin began his journey in the insurance industry at the Motor Insurance Bureau in 1997.

After holding senior positions throughout his career, he decided to advance his career and start his own insurance brokerage with the support of his school friend Dean.

In this episode, we delve into:

🚗 Why Martin chose the insurance industry instead of following a career in law

🚗 Prioritising client service over corporate metrics and the importance of personal relationships in the insurance industry

🚗 The impact of venture capital on the insurance market and its effects on client care and broker operations

If you're looking to start your own brokerage and want more information on how Momentum Broker Solutions can support your journey, then reach out to Alistair Body on LinkedIn.

Hosted on Acast. See acast.com/privacy for more information.