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.

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 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

Jeff Tockman with Gary Lesser - Business Development Through Referrals

🎙️ 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

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Jeff Tockman with Jeffrey Bast - 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.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/

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 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/

The Referral Tockman