CW Consulting LiveOnline Job Aids

JOB AIDS - Tools that link prior learning to work, and to life.

SUCCESSION PLANNING

This comprehensive guide to succession planning was created specifically with brokers in mind. Filled with helpful suggestions and important facts, this guide is your essential resource for a well-thought-out and thorough plan for succession in your brokerage.

Included with the book is a CD of all of the templates shown in the book in Microsoft Excel format so that you can easily customize these templates for your own use.

Click here to order your copy of The Succession Planning Template

APTITUDE PROFILES

We are pleased to provide psychometric testing systems and instruments to assist you in selecting the right people and coaching them to excellence.

Several different profiles will provide management with credible feedback on the aptitudes and competencies of potential hires or of your existing staff.

Sales Effectiveness Tools:

SALESPRO (SPRO) - measures relationship sales potential.
Personal Orientation Profile (POP) - measures sales aptitude in a competitive sales environment.

Customer Service Effectiveness Tools:

SERVICEPRO (QSP) - measures service potential for customer service representatives and other support staff.

Management Effectiveness Tools:

MANAGEMENTPRO (MPP3) - measures management aptitude for principals, executives and managers, includes a sales management dimension.
360PRO- Leader Navigator - provides 360¡ feedback on leadership competencies.

Information Technology Staff:

Information Technology Pro (ITPRO) - Assists with selection and development of IT personnel.

Click here to take a profile upon purchase

THE BROKERS SURETY ANALYZER

Do you want to:

Use your customer's financial information in the most effective way to get them the bonding they need?
Understand enough about the financial language and viewpoint of Underwriters to get bonding for customers even if they have troubling financial issues?
Know "the score" when it comes to evaluating your customer's financial weaknesses and strenghts without having to be a financial expert?
Have recommendations for improving a customer's bond worthiness at your fingertips?

If your answer to any of the questions above is "Yes!", please watch our brief video about an exciting new tool called the Broker's Surety Analyzer. Double-click on the player to watch the video in full screen mode.

If you are interested in learning more about the Brokers Surety Analyzer, or would like to improve your Financial Literacy, please click here to read about Financial Success Training for Brokers.