Resources

These resources are available for you to download and put to work. I do ask for your basic contact information, but please note that I am a data privacy geek and follow permission marketing principles. I commit to only share information that is intended to add value for you. Please let me know if at least 90% of my content is interesting and valuable.

To get a closer look at an individual resource please click the image. You can then download the resource and take action on it!

Insurance Resources

Core Cares – Independent Insurance Agencies

A summary of the major Frustrations, Wants, Apprehensions and Aspirations of independent insurance agency principals, based on Watney Insights Network Inc. research.

Bracketology ROI Challenge for Insurance Leaders

What are the return on Investment considerations for new initiatives which address the major challenges for independent insurance agencies?

Five Ways to Find, Hire and Retain the Best Agency Team (Insurance)

Yes, it is a major challenge, but by using proven Best Practices you can make dramatic improvements on the staffing front!  

Insurance Industry Survey

To understand the challenges facing insurance agency executives, we conducted an informal survey at several trade shows in 2019. The results provide some interesting observations and raise potential questions to…


Data Privacy Resources

Data Privacy as Emerging Growth Opportunity? Let’s Talk Turkey

Data Privacy. While it is easy to get intimidated by the topic, it is surprisingly simple and a powerful opportunity to add value for clients and prospects.

Data Privacy Canvas

Data privacy does not have to be confusing, or limited to the compliance and regulatory functions. This canvas will help users understand privacy concepts so they feel comfortable discussing them.

Falling Dominoes: The Impact of the California Consumer Privacy Act of 2018

This eBooklet uses a series of short business vignettes to offer recommended action items and posing questions to consider regarding factors in the external environment that may affect a business.…


Growth – Resources

Demonstrate the Benefits

Book Yourself Solid® Worksheet to help identify the various benefits clients achieve as a result of your services.

Why People Buy What You’re Selling – Overview

Taking these four steps will help you understand why people buy what you’re selling, an essential component in creating relentless demand for your services

“Afters” Worksheet

Use this worksheet to list at least 20 benefits your prospects and clients get AFTER working with you. Then also list your product and service deliverables

“Red Velvet Rope Policy” Book Yourself Solid Sample Chapter

“There are people you are meant to serve, and others not so much.” This is a core philosophical principle of Book Yourself Solid®, and this sample chapter will help you…

“Networking Strategy” Book Yourself Solid Sample Chapter

This chapter will change your perception of “networking”.The Book Yourself Solid® Networking Strategy operates from an entirely different perspective, where networking is about connecting and sharing rather than collecting business…

Bracketology ROI Challenge

What are the return on Investment considerations for new initiatives which address the major challenges for most businesses?


Vision – Resources

Gleicher’s Formula for Change Worksheet

Are you challenged to implement change initiatives? There is a proven formula for that, and this worksheet will help you work through it. This a great companion piece to the…

Gleicher’s Formula for Change Tip Sheet

The Change Equation, developed by Beckhard and Gleicher, is a tool for individuals to achieve successful change along all stages of the process  

Five Key Focus Areas for Businesses Under Cyclical Pressure

Both short-term and long-term recommendations for businesses under cyclical pressure. Questions to Consider and action Plan items are provided.  


Team / Culture – Resources

Working Genius Assessment – Sample Report

The six Types of Working Genius assessment is the fastest and simplest way to discover the natural gifts of each team member and help us understand how to be more…

Behavioral Assessment Sample Report – Take Flight Learning

Please review this sample report to understand the actionable insights to be gained from this powerful assessment.

Five Ways to Find, Hire and Retain the Best Team

Yes, it is a major challenge, but by using proven Best Practices you can make dramatic improvements on the staffing front!  

Five Ways to Find, Hire and Retain the Best Agency Team (Insurance)

Yes, it is a major challenge, but by using proven Best Practices you can make dramatic improvements on the staffing front!  

Victor Victim Tip Sheet

According to a Carnegie Foundation study, skills and knowledge represent only 15% of the attributes of success — attitude represents 85%. Attitude matters!  


General Resources

Watney Insights Network – Proven Process

What’s it like to work with Watney Insights Network?  This guide to our proven process will help you know what to expect.

Watney Insights Network Valuegraphic

This provides brief introduction to Watney Insights Network and the challenges we can help solve.

Seven Steps to Goal Achievement

Goal achievement is a process. This worksheet is based on the work of Brian Tracy, and is a great companion piece to the Master Keys for Setting and Achieving Your…

Master Keys for Setting and Achieving Your Goals

Very few adults set personal goals, and even fewer actually achieve them. Here are ten tips from the teachings of success expert Brian Tracy that will help you set and…


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