I believe everyone is capable of “raising their game” with the help of proven tools, process and support.
Therefore, my “why” is to collaborate with others to solve big, meaty challenges so together we raise our game to accomplish meaningful results for success and fulfillment.
I achieve this by combining extensive professional experience with world-class tools, process and support.
My approach is to teach, facilitate and coach.
My focus is helping independent insurance agencies thrive. This focus positions me to understand their urgent needs and compelling desires. Their “core cares”.
The top “core cares” currently are attracting, engaging and retaining a great team, and keeping up with the changing marketing methods.
Why insurance? I started an insurance venture over 20 years ago and built it to a $25 million book of business. I like the industry and can provide value. I also help service professionals, service-based franchise owners, learning development professionals and others.
Every client challenge is unique, so every engagement is customized. Prior to any proposal I invest about two hours of my time to fully understand the client’s challenges and opportunities.
To raise my own game I invest over 400 hours per year in ongoing professional development in addition to the continuing education hours required for my licenses and certifications. This allows me to be current so I can add more value for clients.
Extensive professional experience. Proven solutions. A professional track-record of results with growth initiatives. Positioning you to thrive.
|Certified Business Coach and Trainer||Certified Information Privacy Technologist (CIPT)|
|Certified Executive Coach||Certified Book Yourself Solid® Coach|
|Certified Information Privacy Professional (CIPP-US)||Take Flight Learning Affiliate|
|Licensed Property & Casualty Insurance Agent (20 states)||Navigational Conversations Licensed Facilitator|
Watney Insights Network
(Launched in 2018)
(2001 – 2018)
Lafarge Construction Materials
(1998 – 2001)
(1981 – 1998)
I connected with Dave at a time when we were trying to figure out how to pivot during the early stages of the COVID-19 situation. The stay at home order significantly impacted our co-working community proposition, so it was really helpful to discuss some options with Dave. In addition, Dave continued to occasionally share ideas and options and even offered to help us with our members and prospects with a virtual workshop as a way to provide community in a virtual way. We now have a regular virtual series, and look forward to getting back to welcoming more members, prospects, and events as we continue to evolve. Dave provided significant help and value as we worked to redefine how we create engagement and deliver for our community.
David has now led two virtual conferences for our company during the COVID crisis. Our biggest gap as a company during the crisis was overcoming the negativity. David presented a brilliant workshop that truly helped improve the culture and attitude of our company. The feedback from our team has been incredible. If you have the opportunity to do so, ask David about the “Above the Line” workshop for your team. It will help improve the attitude of the team and create camaraderie. We look forward to working with David as we continue to grow!
Co-Founder, Government Contractor
There’s a plethora of folks out there calling themselves business coaches, personal coaches or the like. David, however, is the real deal. He draws on an impressive corporate career that has spanned decades, continents, and focus, wearing all the hats necessary for him to efficiently implement his proven solutions. Every meeting I have with David is prepared, goal oriented, timely, and effective. I highly recommend David.
Franchise Business Owner
I have known Dave for 12 years and worked with him as a vendor partner for 10 years. During this time I have seen how Dave consistently adds value through the methodical application of technical skills as much as strategic planning skills. I saw first-hand how Dave’s efforts helped build the Core Logic renters insurance program from the ground up. Later, when we worked together on an econometric study of apartment home resident quality and resident caused damage, I observed (and benefited from) Dave’s project management skills and his ability to explain complex topics in plain English to drive home points, mostly about what creates value in an organization. Dave’s combination of productivity and business acumen make him a valuable resource to help any team and I am certain we will continue to work on various projects ourselves well into the future.
As my colleague for over a decade, Dave’s thorough preparation made him the executive of choice to run key business functions and bring top new products to market. In a results-first public firm, Dave steadily led with thoroughly researched insight, effective action plans, and relatable presentations that made his teams believe and act.
Business Leader and Legal Counsel
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