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The COVID-19 pandemic forced many in-person events

The COVID-19 pandemic forced many in-person events to pivot to virtual formats, highlighting the feasibility and effectiveness of online gatherings.

In 2024 and moving forward, hosting your own virtual event can be an effective strategy for generating referrals for your business 👨‍💻

Virtual events provide an opportunity for direct interaction, helping you foster relationships with both existing clients and your desired prospects. Facilitating networking opportunities among attendees can lead to new connections and referrals, as participants may share their success stories with others.

Interested in hosting your own virtual event? Here's why it is a great business development idea.

The COVID-19 pandemic forced many in-person events

The COVID-19 pandemic forced many in-person events to pivot to virtual formats, highlighting the feasibility and effectiveness of online gatherings.

In 2024 and moving forward, hosting your own virtual event can be an effective strategy for generating referrals for your business 👨‍💻

Virtual events provide an opportunity for direct interaction, helping you foster relationships with both existing clients and your desired prospects. Facilitating networking opportunities among attendees can lead to new connections and referrals, as participants may share their success stories with others.

Interested in hosting your own virtual event? Here's why it is a great business development idea.

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.
📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.
📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

🎙️Take a glimpse at the very first episode of

🎙️Take a glimpse at the very first episode of The Referral Navigator Limited Series Podcast featuring 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.

Watch here: https://youtu.be/yTdWzFNHlaU?si=g6e1mpbFy_OUYmK8

Be sure to subscribe to our YouTube channel to stay up-to-date on our latest episodes!

Check our playlist:
https://www.youtube.com/playlist?list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4

Contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com

#Podcast #PodcastAboutReferrals #BusinessPodcast #TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven

Referrals are one of the most effective methods fo

Referrals are one of the most effective methods for business growth, particularly in fields that rely on trust, expertise, and long-term relationships, such as law, consulting, healthcare, and financial services. Here are six simple tips for referral-driven business development.

To get help, contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com
🌐 https://www.thereferralnavigator.com/

#TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven #Refer

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.
📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.
📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

📣 Calling all professionals in corporate transa

📣 Calling all professionals in corporate transactional M&A Law, Investment Banking, and CPA firm Transactional Advisory/M&A Specialists!

Come and join the Figure Eight Deal Makers Roundtable.

We focus on deals from $10 million to $99 million. Hence, "Figure Eight."

Attendees can benefit by sharing ideas and strategies while expanding and deepening their professional relationships.

Register here: https://DealmakerRoundtable2024Dec11.eventbrite.com

🗓️ Wednesday, December 11, 2024
⏰ 12:00 - 2:00 PM ET

Moderated by:

Jeff Tockman, JD, MBA
Business Development Consultant
Owner, The Referral Navigator
📲 561-922-9321
📩 TheReferralNavigator@gmail.com

#Business #Professionals #Networking #NetworkingGroup #FigureEight #MergersAndAcquisitions #CorporateLaw #TransactionalLaw #InvestmentBanking #CPA #TransactionAdvisory #Roundtable #Dealmakers

Business development strategies for law firms focu

Business development strategies for law firms focus on client relationships, effective marketing, and strategic partnerships. Implementing these can significantly improve client acquisition, retention, and firm reputation, leading to sustainable growth.

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.
📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.

📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

📣 Calling all the lawyers, business owners, and

📣 Calling all the lawyers, business owners, and other professionals who have JD degrees!

Come and join the J.D. Networking Group (JDNG) for free.

Connect with your fellow JD degree holders and have an open discussion on topics this month such as Year-End Review, Incentives, and Team Motivation.

Register here: https://JDNG2024Dec06.eventbrite.com

🗓️ Friday, December 6, 2024
⏰ 12:00 - 1:00 PM ET

Moderated by:

Jeff Tockman, JD, MBA
Business Development Consultant
Owner, The Referral Navigator
📩 TheReferralNavigator@gmail.com
📲 561-922-9321

#JD #JurisDoctor #JDDegree #JDNG #JDNetworkingGroup #VirtualGroup #VirtualMeeting #TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #Legal #LawFirm #Attorney

Meet the owner of The Referral Navigator, Jeff Toc

Meet the owner of The Referral Navigator, Jeff Tockman 👏

Jeffrey Matthew Tockman has a BA in Political Science, an MBA, and a law degree. He is a recognized expert in referral-based business development strategies and has worked with many small businesses and professionals, as well as large companies including Marsh and McLennan, Bank of America, CBIZ, Northwestern Mutual, and Gunster law firm.

To get help with referral-driven business development from Jeff, contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com
🌐 https://www.thereferralnavigator.com/

#TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven #Refer

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.
📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.

📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

📣 Calling all professionals in corporate transa

📣 Calling all professionals in corporate transactional M&A Law, Investment Banking, and CPA firm Transactional Advisory/M&A Specialists!

Come and join the Figure Eight Deal Makers Roundtable.

We focus on deals from $10 million to $99 million. Hence, "Figure Eight."

Attendees can benefit by sharing ideas and strategies while expanding and deepening their professional relationships.

Register here: https://DealmakerRoundtable2024Dec11.eventbrite.com

🗓️ Wednesday, December 11, 2024
⏰ 12:00 - 2:00 PM ET

Moderated by:

Jeff Tockman, JD, MBA
Business Development Consultant
Owner, The Referral Navigator
📲 561-922-9321
📩 TheReferralNavigator@gmail.com

#Business #Professionals #Networking #NetworkingGroup #FigureEight #MergersAndAcquisitions #CorporateLaw #TransactionalLaw #InvestmentBanking #CPA #TransactionAdvisory #Roundtable #Dealmakers

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.

📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.
📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

Do you and your team want to generate more and bet

Do you and your team want to generate more and better referrals?

The Referral Navigator provides assessments, business development planning, tools to track activity and results, training and train-the-trainer programs, strategy, and systems for referral-driven business growth.

We work together with your current systems to help you grow your team and acquire new clients and customers with referral relationships.

To get help with referral-driven business development, contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com
🌐 https://www.thereferralnavigator.com/

#TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven #Refer

📣 Calling all financial advisors and CPAs! Joi

📣 Calling all financial advisors and CPAs!

Join the CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans.

📌 Stay updated on the latest retirement plan regulations, including new mandates and tax credits.

📌 Learn how to help clients navigate complex compliance requirements and mitigate fiduciary liabilities.

Register here: https://RetirementPlanForum2024Dec5.eventbrite.com

🗓️ Thursday, December 5, 2024
⏰ 12:00 - 1:00 PM ET

Hosted by:

Kevin Reynolds
President
EJ Reynolds, Inc.
📲 954-431-1774 ext. 114
📩 kpreynolds@ejreynoldsinc.com

#NetworkingGroup #CPA #FinancialAdvisor #VirtualForum #RetirementPlans #KevinReynolds #EJReynolds

📣 Calling all the lawyers, business owners, and

📣 Calling all the lawyers, business owners, and other professionals who have JD degrees!

Come and join the J.D. Networking Group (JDNG) for free.

Connect with your fellow JD degree holders and have an open discussion on topics such as Year-End Review, Incentives, and Team Motivation.

Register here: https://JDNG2024Dec06.eventbrite.com

🗓️ Friday, December 6, 2024
⏰ 12:00 - 1:00 PM ET

Moderated by:

Jeff Tockman, JD, MBA
Business Development Consultant
Owner, The Referral Navigator
📩 TheReferralNavigator@gmail.com
📲 561-922-9321

#JD #JurisDoctor #JDDegree #JDNG #JDNetworkingGroup #VirtualGroup #VirtualMeeting #TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #Legal #LawFirm #Attorney

At The Referral Navigator, we're dedicated to help

At The Referral Navigator, we're dedicated to helping businesses thrive through powerful referral strategies. But don’t just take our word for it—hear from our clients who have experienced remarkable growth, deeper connections, and new opportunities through our services. Here’s what they have to say!

To get help with referral-driven business development, contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com
🌐 https://www.thereferralnavigator.com/

#TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven #Refer

🎙️ The Referral Navigator Limited Series Podc

🎙️ 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.

Watch this episode where Jim Cassel, Chairman and Co-Founder of Cassel Salpeter, shares how and why to enhance team leadership and generate more referrals.

Watch here: https://youtu.be/UF7A1B9iGZg?si=0nyZNkbItZDiIFEa

Be sure to subscribe to our YouTube channel to stay up-to-date on our latest episodes!

Check our playlist:
https://www.youtube.com/playlist?list=PLAiHw5aoRjrHqxynGi0LGqtoPJbtSPKZ4

Contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com

#Podcast #PodcastAboutReferrals #BusinessPodcast #TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven

If your firm isn’t seeing strong results from tr

If your firm isn’t seeing strong results from traditional marketing, leveraging referrals can be a powerful, cost-effective alternative.

Referral-based business development is more cost-effective than marketing.

✅ Resources invested into referral efforts have higher yields than resources invested into marketing.
✅ Referral strategy is in perpetuity. Marketing and advertising ceases to yield results when the budget is pulled.
✅ The busier the person is, the more they benefit from using their limited time more effectively on referrals.

The Referral Navigator provides assessments, business development planning, tools to track activity and results, training and train-the-trainer programs, strategy, and systems for referral-driven business growth.

To get help with referral-driven business development, contact us:

📲 561-922-9321
📩 TheReferralNavigator@gmail.com
🌐 https://www.thereferralnavigator.com/

#TheReferralNavigator #BusinessConsultant #BusinessDevelopment #BusinessConsulting #BusinessConsultingServices #Business #ConsultingFirm #JeffTockman #Referrals #ReferralStrategy #ReferralRelationship #ClientReferral #BusinessGrowth #ReferralBased #ClientReferralSources #Networking #Clients #Services #ReferralDriven #Refer

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