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Your Post-Appointment Ritual: The Must Have Routine to Create and Manage a Top Performing Notary Business

Have you ever felt completely overhwelmed by all the hats you have to wear as a notary entrepreneur? 

  • We have to be bookkeepers, remembering to send invoices, track mileage, and report expenses. 
  • We have to constantly be building deeper relationships with our current AND prospective customers. 
  • Methodical posts to social media. 
  • Constant updates to our Google Business Profile. 
  • Staying in touch with our network to keep us top of mind. 

The list goes on! And on...and on...

It's a lot to manage, for sure. 

Worth it, of course, but it can be like juggling spinning plates with rotating blades. 

Ouch! 

I was about to quit my notary business because I started losing sleep at nght because my mind obsessed over all the things I had to do...and wasn't doing. 

The detail work is NOT my strength. 

And not doing them, letting them build up, sucked the joy right out of my business. 

I didn't know how to hire someone else to help me at the time, and frankly I still wasn't sure if I ...

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Free Training for Notaries: How to Get Estate Planning Appointments That Pay as Much (Or More) Than Loan Signings

Recently, I teamed up again with Laura Biewer and Jennifer Netizel to deliver the free webinar training, The Next Big Boom For Notaries: Living Trust Presentations. 

We had over 300 notaries on the live training, and hundreds more have watched the replay. 

You can watch it here

We created this free training, along with the new certification program, because the three of us LOVE presenting trust documents (for lots of reasons). But we also fully recognize that the market has shifted and notaries are hungry for a new opportunity. 

What if notaries could build a revenue stream that didn't rely on the housing market or interest rate levels? 

What if there was a way for notaries to make money that didn't depend on market trends and cycles? 

Well, it's with estate planning documents, and in particular, living trust presentations! 

We call the role a "Trust Delivery Agent" and it's very similar to the work notaries already do in their role as "signing agents." 

Here's what's cool abou...

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NBB Declares Independence From TOMM- Great News for Notaries!

The world’s largest advanced-level notary collaboration just became more accessible than ever before. 

Listening to feedback from notaries across the country, me and my fellow founders of the Notary Business Builder learning community (NBB), Laura Biewer and Jennifer Neitzel, have officially made the advanced mastermind program available separate from the TOMM app by Notary Coach. 

What does this mean for notaries who want training and support? 

It means you can gain access to some of the best teachers in the industry, as well as their online courses & technology, and their live teaching classes every month for a fraction of the original cost of membership. 

You can now purchase NBB and TOMM separately! And even if you decide to buy them both, it still costs less than before. In fact, the Standard version of TOMM (the only app that helps notaries get new customers) is FREE! You can get TOMM here. And if/when you’re ready, you can easily upgrade through the app. More on TOMM later!

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How I Failed in Network Marketing (and Succeeded as a Mobile Notary)

You can listen to this blog on YouTube here

Through 26 business failures, I tried my share of network marketing opportunities. 

Aside from Primerica and Legalshield, I wasn’t good at any of them. And even with those two, I was mediocre at best. I just happened to love the insurance products from those two companies, so they were easier to talk about.

And that ended up being a huge realization for me. 

I’d get so enrolled with the vision, falling in love with the potential of the opportunity (a total reflection of my dating life at the time too), and daydreaming about:

  • Having freedom and flexibility to do what I want, when I want;
  • Making unlimited income, easily;
  • And finally being able to call myself a successful business owner. 

And then reality hit. 

The top three reasons I failed at network marketing:

  1. I tried to sell stuff I didn’t really believe in, so I shied away from talking to anyone about them.
  2. And, even if I loved the product, I wasn’t interested in building a...
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Legacy & Libations: A Show About Life, Death, and the Beverages That Get Us Through It

 

The Legacy & Libations Call is on Hold at this time. You can still watch the replays and you can still tap into the amazing value at My Life and Wishes.

This is a super chill call/show/training designed to help you progress on your own personal estate planning process. 

Why work so hard to build wealth and a legacy if we don't protect it, right? 

So here's what the call looks like in its first iteration:

We kick off the call with a value-packed conversation (count on some cheesy jokes and dark humor too) between Jon and I, or one of our estate planning attorneys, or a passionate professional from the industry. 

Then, segway to a quick, yet deep, lesson on the My Life & Wishes legacy vault. Part of the reason we're hosting these weekly calls is so you have some support in making progress on your estate planning. This legacy vault keeps all your "stuff" in one, highly secure, digital place. 

We'll then close out each call with a live Q & A where you can ask your questions. 

Bri...

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How to Create a Low-Tech “No-Pressure” Contact List For Your Notary Business

You can listen to this blog on YouTube here

How many people do you think you know? 

Back when I worked in the peripherals of the wedding industry, we estimated that the average wedding invited about 300 people, with 150 friends & family for each person getting married. 

But advances in social media have changed things. 

By some estimates, the average American knows about 600 people. 

As a small business owner, I bet your network is even bigger. 

Think of all the people we meet!

Signers, escrow officers, attorneys, medical staff, maybe a day job, family & friends, our hobbies and extracurricular activities, networking meetings, Zoom calls…

I bet you know a lot of people. Probably more than you realize. 

And this network of people around you is your most valuable business asset. 

Having clarity of who is actually in your network leads to reverence, or deep respect, for the powerful connections you already have. 

Do you want to get excited about your business again? Create a “N...

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Google "Notary Near Me"

You can listen to this blog on YouTube here

(Excerpt from Notary Business Building Challenge Book)

Have you ever Googled yourself?

I'd like you to do it now . . . kind of.

Pull up the most popular search engine in the world right now, Google, and type in "Notary Near Me" (no quotes).

If you really want to get some honest results, do this from the "Incognito" browser feature in Chrome. Doing so allows the browser to “forget” your previous browsing history, cookies, and biases and pull up true organic results. (For a video on how to search with an incognito tab, please visit the Readers Resource Website for this book at www.NotaryCoach.com/90.)

Please note: Do NOT Google your personal name or business name for the sake of this exercise. Your prospects aren't going to search for you by name because they either won't know it yet, or they won't remember it.

As you progress in business, consider your customer's journey and you'll see the potholes and bumps in the road they encounter. ...

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Some Secrets Should NOT Go to the Grave

Special FREE Training Event for Notaries That Will Die Someday

Some Secrets Should NOT Go to the Grave

“No one here gets out alive.”

This remains true since Jim Morrison first sang these words in 1968. 

And yet…

Death often comes as a total surprise. It’s like we never saw it coming. 

While it is true that life is shorter for some than others, the grand majority of us have plenty of time to plan for death’s arrival, we just don’t. 

Whatever the reason for that may be, our refusal to face our mortality ends up hurting the very people we were trying to protect by ignoring it. 

This is an invitation to change that. 

Starting right this minute, let’s make your transition to whatever realm comes next easier for your loved ones. 

And I’m going to make that easier for you too.

Starting today, let’s begin organizing your “stuff” into one secure, online place. 

A digital vault, if you will. 

What to Put In Your Digital Vault

We’ll gradually start by adding information about your h...

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7 Ways to Use ChatGPT AI to Create Content For Your Notary Business (Even if you hate creating content)

 

The video above is the replay of a training I did on Tuesday, December 27, 2022. You can watch the whole 90 minute event right here. 

Artificial Intelligence is the new frontier and it's barreling down upon us.

Not everyone is happy about it. 

Some people are terrified about it. 

And others...they see opportunity. 

Aside from personal opinions, here's what is real:

The new artificial intelligence (AI) tool called ChatGPT is disrupting the world. 

You may not have heard of it yet, but you will. 

It will take away some jobs. 

It will create other jobs (and businesses). 

It will make your life and business easier. 

Victor Hugo said, "there's nothing more powerful than an idea whose time has come." 

And ChatGPT's time has come. 

There's no stopping it. 

There's no running away from it. 

There's soon going to be no way to ignore it. 

So I've embraced it. 

And I led a deep training today on exactly how to use it to grow your business. 

What you'll learn in this training:

    ...
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Funny Notary: How Humor Helps Build Relationships

You can listen to this blog on YouTube here

Earlier this year, in an effort to funnel my Soroka family somewhat-sense of humor toward something more constructive than sarcasm and cheesy dad jokes, I attended an online comedic writing workshop with 12-15 instructors from around the country.

I don't know about you, but when I hear "Comedic Writing Workshop," I'm anticipating a few laughs throughout the day, no?

Guess how many presenters made me (or anyone) laugh. 

One. 

One teacher got the assignment right. 

And I liked her immediately. 

That's the power of humor. It brings people together whether they're thousands of miles from each other, or simply sitting across the signing table. 

Using humor to cultivate relationships with your clients in a service-based business, like as a notary public, can be a powerful tool for building trust, establishing rapport, and ultimately leading to increased customer satisfaction and loyalty. Here are some key benefits of using humor in your not...

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