RedCircle VERIFY_TOKEN_3358e2af-3005-4582-a5cd-e68da615b19f -- Rendered At Sun, 31 May 2026 07:02:06 +0000 The Referral Navigator Limited Series Podcast https://redcircle.com/shows/the-referral-navigator-limited-series-podcast en-US All rights reserved. Jeff Tockman 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! 3358e2af-3005-4582-a5cd-e68da615b19f 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!

]]> episodic no Jeff Tockman thereferralnavigator@gmail.com no full Jeff Tockman with Thea Otterstad - Business Development Through Referrals Jeff Tockman with Thea Otterstad - Business Development Through Referrals Jeff Tockman 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.com


Website: https://www.thereferralnavigator.com/

Facebook page: https://www.facebook.com/TheReferralNavigator/

Facebook group: https://www.facebook.com/groups/TheReferralNavigator

Jeff'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/TRNTockman

Instagram: https://www.instagram.com/thereferralnavigator/

Threads: https://www.threads.net/@thereferralnavigator

YouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQ

Tiktok: https://www.tiktok.com/@thereferralnavigator

Pinterest: https://www.pinterest.com/thereferralnavigator/

Eventbrite: https://www.eventbrite.com/organizations/events

Medium: https://medium.com/@thereferralnavigator


Contact Thea Otterstad:


📲 612-509-1073

✉️ Thea.Otterstad@usi.com

Website: https://www.usi.com/

LinkedIn: https://www.linkedin.com/in/HighNetworthInsurance/

]]> <p><span>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.</span></p><p><br></p><p><span>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.</span></p><p><br></p><p><span>Contact The Referral Navigator:</span></p><p><br></p><p><span>📲 561-922-9321</span></p><p><span>✉️ TheReferralNavigator@gmail.com</span></p><p><br></p><p><span>Website: https://www.thereferralnavigator.com/ </span></p><p><span>Facebook page: https://www.facebook.com/TheReferralNavigator/</span></p><p><span>Facebook group: https://www.facebook.com/groups/TheReferralNavigator</span></p><p><span>Jeff&#39;s LinkedIn profile: https://www.linkedin.com/in/jefftockman/</span></p><p><span>LinkedIn page: https://www.linkedin.com/company/2510639/admin/feed/posts/</span></p><p><span>LinkedIn group: https://www.linkedin.com/groups/14204189/</span></p><p><span>Twitter: https://twitter.com/TRNTockman</span></p><p><span>Instagram: https://www.instagram.com/thereferralnavigator/</span></p><p><span>Threads: https://www.threads.net/@thereferralnavigator</span></p><p><span>YouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQ</span></p><p><span>Tiktok: https://www.tiktok.com/@thereferralnavigator</span></p><p><span>Pinterest: https://www.pinterest.com/thereferralnavigator/</span></p><p><span>Eventbrite: https://www.eventbrite.com/organizations/events</span></p><p><span>Medium: https://medium.com/@thereferralnavigator </span></p><p><br></p><p><span>Contact Thea Otterstad:</span></p><p><br></p><p><span>📲 612-509-1073</span></p><p><span>✉️ Thea.Otterstad@usi.com</span></p><p><span>Website: https://www.usi.com/</span></p><p><span>LinkedIn: https://www.linkedin.com/in/HighNetworthInsurance/</span></p> 479753c4-6987-43c1-b948-dd2221b48054 https://redcircle.com/shows/3358e2af-3005-4582-a5cd-e68da615b19f/episodes/25ce26a5-46f7-42be-8614-249144fff468 Tue, 09 Jul 2024 10:52:53 +0000 1794 no full Jeff Tockman with Jim Cassel - Business Development Through Referrals Jeff Tockman with Jim Cassel - Business Development Through Referrals 4 Jeff Tockman 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.com


Website: https://www.thereferralnavigator.com/

Facebook page: https://www.facebook.com/TheReferralNavigator/

Facebook group: https://www.facebook.com/groups/TheReferralNavigator

Jeff'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/TRNTockman

Instagram: https://www.instagram.com/thereferralnavigator/

Threads: https://www.threads.net/@thereferralnavigator

YouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQ

Tiktok: https://www.tiktok.com/@thereferralnavigator

Pinterest: https://www.pinterest.com/thereferralnavigator/

Eventbrite: https://www.eventbrite.com/organizations/events

Medium: https://medium.com/@thereferralnavigator


Contact Jim Cassel:


📲 305-438-7701

✉️ jcassel@cs-ib.com

Website: https://www.casselsalpeter.com/overview/team/james-cassel/

LinkedIn: https://www.linkedin.com/in/jamesscassel/

]]> <p><span>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.</span></p><p><br></p><p><span>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.</span></p><p><br></p><p><span>Contact The Referral Navigator:</span></p><p><br></p><p><span>📲 561-922-9321</span></p><p><span>✉️ TheReferralNavigator@gmail.com</span></p><p><br></p><p><span>Website: https://www.thereferralnavigator.com/</span></p><p><span>Facebook page: https://www.facebook.com/TheReferralNavigator/</span></p><p><span>Facebook group: https://www.facebook.com/groups/TheReferralNavigator</span></p><p><span>Jeff&#39;s LinkedIn profile: https://www.linkedin.com/in/jefftockman/</span></p><p><span>LinkedIn page: https://www.linkedin.com/company/2510639/admin/feed/posts/</span></p><p><span>LinkedIn group: https://www.linkedin.com/groups/14204189/</span></p><p><span>Twitter: https://twitter.com/TRNTockman</span></p><p><span>Instagram: https://www.instagram.com/thereferralnavigator/</span></p><p><span>Threads: https://www.threads.net/@thereferralnavigator</span></p><p><span>YouTube channel: https://www.youtube.com/channel/UCLKgb4vsOIJQre6gqxtIIiQ</span></p><p><span>Tiktok: https://www.tiktok.com/@thereferralnavigator</span></p><p><span>Pinterest: https://www.pinterest.com/thereferralnavigator/</span></p><p><span>Eventbrite: https://www.eventbrite.com/organizations/events</span></p><p><span>Medium: https://medium.com/@thereferralnavigator</span></p><p><br></p><p><span>Contact Jim Cassel:</span></p><p><br></p><p><span>📲 305-438-7701</span></p><p><span>✉️ jcassel@cs-ib.com</span></p><p><span>Website: https://www.casselsalpeter.com/overview/team/james-cassel/</span></p><p><span>LinkedIn: https://www.linkedin.com/in/jamesscassel/</span></p> 19e298d8-4435-4427-ab00-dc75d28257db https://redcircle.com/shows/3358e2af-3005-4582-a5cd-e68da615b19f/episodes/086115b8-e83f-423f-a8e3-b30e8db537b2 Tue, 09 Jul 2024 10:35:12 +0000 2730 no full Jeff Tockman with Jeffrey Bast - Business Development Through Referrals Jeff Tockman with Jeffrey Bast - Business Development Through Referrals Jeff Tockman 🎙️ New Episode Alert | 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 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/featured

Contact us:

📲 561-922-9321

📩 TheReferralNavigator@gmail.com

#thereferralnavigator #businessconsultant #businessdevelopment #businessconsulting #businessconsultingservices #business #consultingfirm #jefftockman #referrals #referralstrategy #referralrelationship #clientreferral #legal #lawfirm #attorney #podcast

]]> <p>🎙️ New Episode Alert | The Referral Navigator Limited Series Podcast</p><p>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.</p><p>Join us in this insightful episode with Jeffrey Bast, Co-founder and Bankruptcy and Litigation Attorney at Bast Amron. Jeff discusses Jeffrey&#39;s strengths, goals, mistakes, and action plans to enhance team leadership and generate more referrals.</p><p>Be sure to subscribe to our YouTube channel to stay up-to-date on our latest episodes!</p><p>https://www.youtube.com/@thereferralnavigator/featured</p><p>Contact us:</p><p>📲 561-922-9321</p><p>📩 TheReferralNavigator@gmail.com</p><p>#thereferralnavigator #businessconsultant #businessdevelopment #businessconsulting #businessconsultingservices #business #consultingfirm #jefftockman #referrals #referralstrategy #referralrelationship #clientreferral #legal #lawfirm #attorney #podcast</p> 811a920b-897c-4311-8a54-653bd0df7e8f https://redcircle.com/shows/3358e2af-3005-4582-a5cd-e68da615b19f/episodes/fe67ad32-4b74-4b36-8997-7e5c8ee66903 Tue, 30 Jan 2024 11:55:48 +0000 2063 no full Jeff Tockman with Gary Lesser - Business Development Through Referrals Jeff Tockman with Gary Lesser - Business Development Through Referrals 2 1 Jeff Tockman 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 - Introduction

2:50 - Gary's strengths

19:16 - Gary's goals

23:43 - Gary's mistakes/concerns

26:05 - Gary's action plan

27:52 - Outro


Contact The Referral Navigator:


📲 561-922-9321

✉️ TheReferralNavigator@gmail.com



]]> <p><span>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.</span></p><p><br></p><p><span>In this episode, we bring you Gary Lesser, the Immediate Past President of The Florida Bar and the Managing Partner at Lesser, Lesser, Landy &amp; Smith, PLLC. Jeff talked about Michael&#39;s strengths, goals, mistakes/concerns, and action plan to lead his team to generate more referrals from their own clients and professional networks.</span></p><p><br></p><p><span>Timestamps:</span></p><p><br></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=16s&v=-0zo_J1NTR0" rel="nofollow">0:16</a><span> - Introduction</span></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=170s&v=-0zo_J1NTR0" rel="nofollow">2:50</a><span> - Gary&#39;s strengths</span></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=1156s&v=-0zo_J1NTR0" rel="nofollow">19:16</a><span> - Gary&#39;s goals</span></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=1423s&v=-0zo_J1NTR0" rel="nofollow">23:43</a><span> - Gary&#39;s mistakes/concerns</span></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=1565s&v=-0zo_J1NTR0" rel="nofollow">26:05</a><span> - Gary&#39;s action plan</span></p><p><a href="https://www.youtube.com/watch?index=2&list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4&t=1672s&v=-0zo_J1NTR0" rel="nofollow">27:52</a><span> - Outro</span></p><p><br></p><p><span>Contact The Referral Navigator:</span></p><p><br></p><p><span>📲 561-922-9321</span></p><p><span>✉️ TheReferralNavigator@gmail.com</span></p><p><br></p><p><br></p> ca00bce9-3415-41c3-ac93-207984d98d85 https://redcircle.com/shows/3358e2af-3005-4582-a5cd-e68da615b19f/episodes/d0a7a538-c918-40a8-b94b-9362264f6524 Sat, 30 Sep 2023 07:00:45 +0000 1705 no full Jeff Tockman with Michael Vater - Business Development Through Referrals Jeff Tockman with Michael Vater - Business Development Through Referrals Jeff Tockman 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.

]]> <p>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.</p><p>In this episode, we bring you Michael Vater, the Managing Partner at The Ticktin Law Group. Jeff talked about Michael&#39;s strengths, goals, mistakes/concerns, and action plan to lead his team to generate more referrals from their own clients and professional networks.</p> ae6de56b-e4be-4c0e-91f2-722b6d339749 https://redcircle.com/shows/3358e2af-3005-4582-a5cd-e68da615b19f/episodes/75ae5cf3-6f5d-40f7-be28-1b94350d5cf3 Tue, 29 Aug 2023 02:48:55 +0000 1922 no