The Referral Navigator Limited Series Podcast

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✉️ [email protected]: 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✉️ [email protected]: https://www.usi.com/LinkedIn: https://www.linkedin.com/in/HighNetworthInsurance/

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✉️ [email protected]: 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✉️ [email protected]: https://www.casselsalpeter.com/overview/team/james-cassel/LinkedIn: https://www.linkedin.com/in/jamesscassel/

🎙️ 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📩 [email protected]#thereferralnavigator #businessconsultant #businessdevelopment #businessconsulting #businessconsultingservices #business #consultingfirm #jefftockman #referrals #referralstrategy #referralrelationship #clientreferral #legal #lawfirm #attorney #podcast

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✉️ [email protected]

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.