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/

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/

🎙️ 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

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

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.