Momentum 101: Year One, The Reality – Webinar Recap
What does the first year of running an independent insurance brokerage really look like?
That was the focus of Momentum Broker Solutions’ October Momentum 101 webinar, Year One: The Reality, held on 14 October 2026.
Hosted by Alistair Body and featuring Broker Partners Pete White and Mark Richardson, the session brought together firsthand experiences and practical perspectives on the transition from employed broker to independent business owner.
Real Experiences from Independent Brokers
Rather than focusing solely on the opportunities of independence, the webinar explored the realities of establishing and developing a brokerage.
Pete and Mark shared perspectives from their own journeys, giving attendees an opportunity to hear directly from brokers who have experienced the challenges and rewards of building independent businesses.
Their contributions helped bring the conversation beyond financial projections and business plans, offering a more personal view of what the transition involves.
An Open Conversation About Independence
The webinar also provided an opportunity for attendees to raise questions about the practicalities of starting their own brokerage.
Topics included financial planning, developing client relationships and navigating the uncertainty that can accompany a significant career decision.
These conversations are central to the Momentum 101 series, which aims to provide experienced insurance professionals with straightforward information and genuine perspectives from people who have already made the move.
Continuing the Momentum 101 Conversation
Year One: The Reality forms part of Momentum’s ongoing series of webinars designed to explore the questions and considerations facing prospective independent brokers.
By bringing together experienced Broker Partners and members of the Momentum team, the series offers an opportunity to learn more about independence through real conversations.
For those who would like to explore the practical and financial considerations in greater detail, our Year One guide provides a dedicated resource covering the early stages of establishing an independent brokerage.
Thank you to Pete White and Mark Richardson for sharing their experiences, and to everyone who joined us for the session.
