Jeffrey Tockman

About Jeffrey Tockman

The Referral Navigator (TRN) provides assessments, business development planning, tools…

Experience

1. Owner

   The Referral Navigator

   May 2009 — Present · Delray Beach, FL, US

   The Referral Navigator (TRN) provides assessments, business development planning, tools to track activity and results, training and train-the-trainer programs, strategy and systems for business growth. TRN systems work together with your current systems to help you grow your team and acquire new clients and customers with referral relationships. As companies who have built their business on referrals and “word-of-mouth” want to achieve the next level of success, TRN has the experience and wisdom to identify the tactics and methods with the most effective results to bring on your best new clients and partners. TRN system focuses the action plan for your firm to acquire new clients, targets, and partners. We find the most effective use of your resources (time, energy, relationships, money) and then put those resources to work towards your goals. We will lay out the specific steps your team will take in activities including video calls, meetings, conversations, networking events, speaking opportunities, and written communication. The systems clarify realistic expectations and create opportunity for continuous improvement. Most importantly, we work together to implement your action plan. We plan and practice the most important referral conversations, review successes and setbacks, adjust the plan, celebrate small victories and goal achievement, and work through the entire process above as a cycle.Clients regularly benefit from a cultural transformation to become truly focused on the referral relationships which provide the highest return on investment. Law firms and financial firms, for example, are often grown on the efforts of a small percentage of their team who create a large percentage of origination, the rain-makers. The Referral Navigator will help to assess the skill, will, and resources of individual attorneys and financial professionals and improve the accountability, organization, specific action plans, and culture of the professionals and their team.

Education

• Arizona State University College of Law

  JD, Business Law

  1993 — 1997

• American University

  BA, Justice and Political Science

  1989 — 1993

• Half Hollow Hills High School East

  High School Diploma

  1986 — 1989

• W. P. Carey School of Business – Arizona State University

  MBA, Business Law

  1996 — 1997

Skills

• Referral Generation
• Team Management
• Event Planning
• Workshops
• Referral Networking
• Event Management
• Networking Events
• Networking
• Event Marketing
• Social Media Marketing
• Finance
• Sales Process
• Lead Generation
• Business Networking
• Sales Leadership Training
• Selling
• Investments
• Marketing
• Small Business
• Social Networking
• Coaching
• Building High Performance Sales Teams
• Sales Hiring
• Sales Management
• Strategy
• Email Marketing
• Google Docs
• Time Management
• Entrepreneurship
• Public Speaking
• Building Strong Referral Networks
• Crm Databases
• Sales
• Selling Skills
• Professional Networking
• Consultative Selling
• Business Strategy
• Workshop Leader
• Training
• New Business Development