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

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

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

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

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 explore.



Data Privacy Resources

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 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.

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. Savvy business leaders must stay very curious about the intersection…


Growth – Resources

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

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

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

"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 understand the importance of working with clients that energize you…

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 cards.

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


Vision – Resources

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 available above  

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

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


Team / Culture – Resources

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

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

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

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


General Resources

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

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

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 Goals tip sheet available above.

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 achieve your personal goals and business objectives.


Any questions? We’d love to help. Let’s schedule a call.