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The Referral Navigator Limited Series Podcast

The Referral Navigator Limited Series Podcast

Hosted by Jeff Tockman

BusinessInterviews guests

Episodes

0

Language

EN-US

About the show

Welcome to The Referral Navigator Limited Series Podcast. We interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses. In this podcast we discuss leading people and provide systems, tools, and training for those responsible for generating referrals. We walk through their Strengths, Goals, Concerns, and Action Plan to lead professionals on their teams to generate more referrals from their own clients and professional networks. If you're interested in learning more about referral-based business development, then this is the podcast for you. Tune in and keep updated for the latest episode!

Listen to episodes

5 recent
29 min

Jeff Tockman with Thea Otterstad - Business Development Through Referrals

Welcome to The Referral Navigator Limited Series Podcast. We interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses.Join us on our 5th episode where we bring you Thea Otterstad, Regional Practice Leader of the Personal Risk Division at USI Insurance Services. She shares her strengths, goals, concerns, and action plans to enhance team leadership and generate more referrals.Contact The Referral Navigator:📲 561-922-9321✉️ TheReferralNavigator@gmail.comWebsite: https://www.thereferralnavigator.com/ Facebook page: https://www.facebook.com/TheReferralNavigator/Facebook group: https://www.facebook.com/groups/TheReferralNavigatorJeff's LinkedIn profile: https://www.linkedin.com/in/jefftockman/LinkedIn page: https://www.linkedin.com/company/2510639/admin/feed/posts/LinkedIn group: https://www.linkedin.com/groups/14204189/Twitter: https://twitter.com/TRNTockmanInstagram: https://www.instagram.com/thereferralnavigator/Threads: https://www.threads.net/@thereferralnavigatorYouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQTiktok: https://www.tiktok.com/@thereferralnavigatorPinterest: https://www.pinterest.com/thereferralnavigator/Eventbrite: https://www.eventbrite.com/organizations/eventsMedium: https://medium.com/@thereferralnavigator Contact Thea Otterstad:📲 612-509-1073✉️ Thea.Otterstad@usi.comWebsite: https://www.usi.com/LinkedIn: https://www.linkedin.com/in/HighNetworthInsurance/

45 min

Jeff Tockman with Jim Cassel - Business Development Through Referrals

Welcome to The Referral Navigator Limited Series Podcast. We interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses.Join us in this insightful episode as Jim Cassel, Chairman and Co-Founder of Cassel Salpeter shares how and why to enhance team leadership and generate more referrals.Contact The Referral Navigator:📲 561-922-9321✉️ TheReferralNavigator@gmail.comWebsite: https://www.thereferralnavigator.com/Facebook page: https://www.facebook.com/TheReferralNavigator/Facebook group: https://www.facebook.com/groups/TheReferralNavigatorJeff's LinkedIn profile: https://www.linkedin.com/in/jefftockman/LinkedIn page: https://www.linkedin.com/company/2510639/admin/feed/posts/LinkedIn group: https://www.linkedin.com/groups/14204189/Twitter: https://twitter.com/TRNTockmanInstagram: https://www.instagram.com/thereferralnavigator/Threads: https://www.threads.net/@thereferralnavigatorYouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQTiktok: https://www.tiktok.com/@thereferralnavigatorPinterest: https://www.pinterest.com/thereferralnavigator/Eventbrite: https://www.eventbrite.com/organizations/eventsMedium: https://medium.com/@thereferralnavigatorContact Jim Cassel:📲 305-438-7701✉️ jcassel@cs-ib.comWebsite: https://www.casselsalpeter.com/overview/team/james-cassel/LinkedIn: https://www.linkedin.com/in/jamesscassel/

34 min

Jeff Tockman with Jeffrey Bast - Business Development Through Referrals

🎙️ New Episode Alert | The Referral Navigator Limited Series PodcastWe interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses.Join us in this insightful episode with Jeffrey Bast, Co-founder and Bankruptcy and Litigation Attorney at Bast Amron. Jeff discusses Jeffrey's strengths, goals, mistakes, and action plans to enhance team leadership and generate more referrals.Be sure to subscribe to our YouTube channel to stay up-to-date on our latest episodes!https://www.youtube.com/@thereferralnavigator/featuredContact us:📲 561-922-9321📩 TheReferralNavigator@gmail.com#thereferralnavigator #businessconsultant #businessdevelopment #businessconsulting #businessconsultingservices #business #consultingfirm #jefftockman #referrals #referralstrategy #referralrelationship #clientreferral #legal #lawfirm #attorney #podcast

28 min

Jeff Tockman with Gary Lesser - Business Development Through Referrals

Welcome to The Referral Navigator Limited Series Podcast. We interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses.In this episode, we bring you Gary Lesser, the Immediate Past President of The Florida Bar and the Managing Partner at Lesser, Lesser, Landy & Smith, PLLC. Jeff talked about Michael's strengths, goals, mistakes/concerns, and action plan to lead his team to generate more referrals from their own clients and professional networks.Timestamps:0:16 - Introduction2:50 - Gary's strengths19:16 - Gary's goals23:43 - Gary's mistakes/concerns26:05 - Gary's action plan27:52 - OutroContact The Referral Navigator:📲 561-922-9321✉️ TheReferralNavigator@gmail.com

32 min

Jeff Tockman with Michael Vater - Business Development Through Referrals

Welcome to The Referral Navigator Limited Series Podcast. We interview leaders of professionals who are passionate about business development through generating referrals and cultivating professional relationships. This podcast is hosted by Jeff Tockman, a business development consultant and an expert in strategies to improve the quantity and quality of referrals generated for legal, financial, and tax firms and many other businesses.In this episode, we bring you Michael Vater, the Managing Partner at The Ticktin Law Group. Jeff talked about Michael's strengths, goals, mistakes/concerns, and action plan to lead his team to generate more referrals from their own clients and professional networks.

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